Training Specialist

Summary

Join our team as a Training Specialist and contribute to the growth of World Insurance Associates, the fastest-growing insurance broker in the U.S. You will be responsible for delivering process and technology training to new employees and agency team members.

Requirements

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

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

Benefits

Remote work