Training Specialist

Summary

Join World Insurance Associates, a rapidly growing insurance broker, as a Training Specialist! This remote position involves developing and delivering training programs for new employees and acquired agency team members. You will create training materials, manage schedules, and collaborate with stakeholders to ensure training success. The role requires experience in the insurance industry and strong training skills. You will also contribute to process improvement and utilize various technologies. Travel up to 50% is required. World Insurance Associates is an equal opportunity employer.

Requirements

• Property & Casualty insurance industry knowledge is required
• Training experience within the insurance industry is required
• Advanced level knowledge of Microsoft Office applications including Outlook, Excel, PowerPoint, and Word
• Strong attention to detail
• Desire to help and educate others
• Strong change management skills and experience
• Organization skills
• Teamwork
• Ability to multi-task
• Problem-solving skills
• Excellent communicator with strong interpersonal skills
• Must be comfortable with travel. Up to 50% required

Responsibilities

• Facilitate training sessions that are effective and aligned to strategic goals and initiatives
• Participate in the development of training materials, e-learning tools and training programs driving effectiveness and efficiency
• Collaborate with key stakeholders to determine training schedules, provide feedback and progress reports and to ensure training efforts are successful
• Participate in the creation and continuous improvement of quick reference guides and standard operating procedures
• Deliver training programs that are aligned to process documentation (e.g., on-site, virtual, on-demand)
• Provide training support and participate as a subject matter expert in user acceptance testing for software upgrades and new technology integrations
• Maintain a complete view of current and future training initiatives
• Participate in M&A planning discussions to perform training needs assessments to prepare for new agency onboarding
• Coordinate all setup and configuration of newly acquired agency team members in our Applied Epic and/or Dyad ALIS management systems, and work in conjunction with IT to ensure a successful onboarding setup process
• Monitor and assist with on-demand helpdesk tickets
• Planning, delivery and execution of on-demand, on-site and live virtual training sessions
• Provide weekly progress reports and needs assessments to Process Governance team during weekly meetings
• Drive a culture of continuous improvement and seek feedback when possible, to share with Process Governance team and key stakeholders
• Utilize on-demand helpdesk to identify obstacles, areas for improvement and training needs to support adoption efforts

Preferred Qualifications

• Experience with Applied Epic or Dyad ALIS is preferred
• College degree or equivalent experience preferred