About the Role

We’re looking for someone to join SchemeServe in a hybrid training and product building role.

Your primary focus will be training and enablement - helping our clients understand SchemeServe, become confident using the platform and learn how to build and manage their own insurance products.

Alongside training, you’ll work on building and configuring insurance products for our clients using SchemeServe. This gives you practical, hands-on experience of the platform and the same product-building processes that you’ll be teaching to customers.

The balance will flex depending on demand. Some weeks may be heavily focused on client training, while others may involve more time working on client product builds more independently.

This is a varied role for someone who enjoys** technology, problem-solving and working with people**.

What You’ll Be Doing

Training & Client Enablement

• Deliver engaging client training sessions covering SchemeServe and its functionality.

• Train customers to build and manage their own insurance products using SchemeServe.

• Provide targeted training when clients need help with specific areas of the platform.

• Deliver internal trainingand support the onboarding of SchemeServe employees.

• Createand maintain Help Guides, training videos, tutorials and other learning resources.

• Organiseand host webinars covering SchemeServe functionalityand best practice.

• Identify recurring knowledge gapsand turn them into useful training or self-service resources.

• Help clients become increasingly self-sufficient when using SchemeServe.

Insurance Product Building

Alongside training, you’ll work on client projects to help buildand configure insurance products on SchemeServe.

This could include:

• Building new insurance products on SchemeServe.
• Translating underwriting guidesand product specifications into working products.

• Configuring question sets, rules, documents and other product functionality.

• Buildingand maintaining rating using Excel.

• Testing productsand checking they behave as expected.

• Supporting changesand updates to existing products.

• Working with clientsand internal teams to understand product requirements.

• Troubleshooting configuration issuesand finding practical solutions.

You do not need to be a software developer. The role is about understanding insurance products, learning SchemeServeand using the platform to turn requirements into working products.

What the Role Could Look Like

One day you might be:

• Delivering training to a broker learning how to build their first insurance product.

• Creating a new Help Guide or training video.

• Running a webinar for SchemeServe customers.

Another day you might be:

• Reviewing an underwriting guide for a new product.

• Building a question set or rating file.

• Testing a product before launch.

• Working with colleagues on a client product build.

The two areas naturally complement each other. Building products gives you first-hand experience of the challenges our clients encounter, while training clients gives you insight into how we can make SchemeServeand our product-building processes easier to understand.

You’ll Fit Right In If You...

• Enjoy working with people - you’re comfortable explaining thingsand helping someone work through a problem.
• Have insurance knowledge - you understand insurance terminology, productsand how the industry operates.
• Enjoy teaching and sharing knowledge - you get satisfaction from helping someone understand something new.
• Are naturally curious - you want to understand how things workand why.
• Enjoy problem-solving - you’d rather investigateand find a solution than simply follow a checklist.
• Are comfortable with technology - you don’t need to be a developer, but you’re confident learningand using digital tools.
• Can communicate clearly - whether you’re running a training session, talking to a client or writing a Help Guide.
• Are self-motivatedand dependable - you’re comfortable managing your own workloadin a remote environment.
• Work swiftly while maintaining attention to detail.
• Are willing to challenge the normand suggest better ways of doing things.

Essential Requirements

• Experiencein training(preferablyin SaaS or insurance).

• Strong communicationand presentation skills.

• Comfortable working directly with clients.

• Good general computer skills, including confidence using Excel.

• An interest in learning how insurance products are configuredand built.

• Ability to work independently while collaborating across different teams.

• UK-based, althoughthe position is fully remote.

Nice to Have

• Previous experience delivering training, onboarding or demonstrations.
• Experience using insurance software or SaaS platforms.
• Experience configuring insurance products, schemes or rating.
• Experience as an underwriter, broker, configuration analyst or business/systems analyst.
• Experience creating training materials, videos or documentation.

We’re looking for the right person, rather than someone who ticks every box.

About SchemeServe

At its heart, SchemeServeis all about making insurance simple.

Our platform helps insurance brokers, MGAsand insurers design, buildand manage their own insurance products(or ‘schemes’)with ease. Some of our customers build their products themselves, while others ask our team to build them.

We’ve always been a fully remote company, but we still love getting together. Twice a year, we meet in person for Team Retreats - one in Marchand another in September. These are all about sharing ideas, relaxingand building real connections.

Past retreats have featured everything from archery tagand murder mystery nights to inflatable obstacle coursesand axe throwing.

We’re big on personal growthand love to see our team pushing themselves to learn and develop new skills. Need books, mentoring or professional development opportunities? We’ve got you covered.

Plus, we offer flexible working, paid days to volunteer for causes you care about, a friendly and supportive teamand a relaxed but ambitious company culture.

We’re looking for the right person, not just a checklist of experience — so if this sounds like you, we’d love to hear from you!