User Adoption Specialist

User Adoption Specialist

Company: Sequel Insurance
Department: Operations
Reports to: VP, Retail Operations

About Sequel Insurance

At Sequel Insurance, we’re proud to be a great place to work, built on a people-first, collaborative culture where employees are truly valued and empowered to thrive.

We invest in our team through a competitive benefits package, meaningful growth and development opportunities, and an environment grounded in connection, transparency, and continuous improvement, so you can do your best work and build a rewarding, long-term career.

Summary

The User Adoption Specialist focuses on improving operational efficiency by bridging the gap between complex technologies and end users, training staff on how to utilize varying software tools.

The User Adoption Specialist shall conduct training sessions, provide material development, evaluation, and ongoing training support.

This role partners with business stakeholders, IT, and operations teams to ensure employees effectively utilize technology solutions.

Key Responsibilities



* Lead adoption strategies for new and existing systems, including agency management systems, CRM platforms, and Microsoft tools


* Identify adoption risks and resistance points; develop and implement mitigation strategies


* Design and execute initiatives to improve user engagement and system utilization


* Develop and deliver training materials, including guides, tutorials, and documentation aligned with organizational standards


* Drive adoption and education around AI tools and resources (e.g., Copilot and other emerging technologies)


* Champion process documentation updates and workflow optimization efforts


* Monitor system utilization metrics and analytics to identify gaps and improve adoption and compliance


* Partner with IT and support teams to troubleshoot issues and enhance the user experience


* Promote best practices, consistency, and standardization across the organization


* Support change management initiatives tied to system and process enhancements


* Perform other duties as assigned

Qualifications



* Bachelor’s degree in Business, Information Systems, or related field (or equivalent experience)


* 3+ years of experience in user adoption, training, change management, or business analysis


* Experience within the insurance industry preferred


* Familiarity with Applied Epic, Epic Benefits Builder, and CSR24


* Working knowledge of Salesforce and Microsoft tools (especially Teams, Copilot, and Excel)


* Strong analytical mindset with experience using data to drive insights and decisions
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