Insurance Systems Trainer

2 weeks ago

Burlington, North Carolina, United States HUB International Full time
About HUB International

HUB International Limited is a leading global insurance and employee benefits broker, providing a broad range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, driven by its industry-leading success in Mergers and Acquisitions.

What We Offer
  • Competitive salaries and benefits packages
  • Medical, dental, and vision insurance, as well as voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company-paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO package, including vacation, holiday, sick, and personal time off
  • Great work-life balance
  • Opportunities for growth and development
  • A rewarding career that makes a difference in the community
Job Summary

The Agency Management Systems Trainer (Epic/Benefit Point) will work closely with the COO/Director of Training, Operations Managers, Regional and Local Operations Leaders, Regional Sales Leaders, and other stakeholders to create, implement, and conduct training for HUB Carolinas staff. This role requires a professional and culture leader who can drive results, partner with service teams, regional and local leadership teams, and sales teams.

Essential Duties and Responsibilities
  • Design, plan, organize, and conduct system, technology, and process training for new and existing employees
  • Work with COO/Director of Training, Local/Regional Operations Managers and Leaders, and Regional Sales Leaders to assess training needs of new hires and existing employees
  • Embrace, promote, and support the direction and goals of HUB Carolinas
  • Work with COO/Director of Training to establish strategies for efficiencies, reporting, and training needs to provide quality and efficient operation across all lines of business
  • Conduct training assessments to determine training needs of employees
  • Deliver training using various learning methods, techniques, or formats to best meet the learning needs of the trainee
  • Understand and administer HUB's learning platform(s) with respect to employee training and learning opportunities
  • Conduct surveys and obtain feedback on the training programs delivered
  • Track learner's training progress to identify resulting comprehension and improvements, areas of additional focus required, or other areas of concern
  • Provide feedback to trainee's manager on the training that was performed and how well the trainee did
  • Report any issues or concerns
  • Keep current with systems and processes used within the region and HUB corporate and update training programs accordingly
  • Evaluate training content and materials for accuracy and effectiveness
  • Suggest and implement changes as necessary
  • Evaluate training delivery methods to maximize a cost vs quality balance
  • Work with Carriers, CMO, and other interested parties to align training with programs and products the carriers may have to offer
  • Receive and process all E&O claims and subpoenas for HUB Carolinas, as assigned
  • Support team with Broker Standards audits and comprehensive desk audits of all licensed staff
  • Create a culture of servant leadership
  • Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
  • Improve/refine professional and supervisory skills through continuing education
Requirements
  • 3+ years' insurance industry experience required
  • 3+ years' experience providing instructor-led training preferred
  • Insurance leadership experience strongly preferred
  • Advanced Broker Management System experience (Applied Epic, Vertafore Benefit Point preferred)
  • Proficient in Microsoft Word, Outlook, PowerPoint, and Excel, Microsoft Teams, Zoom, and internet utilization
  • Strong instruction/facilitation skills
  • Excellent organizational, planning, interpersonal, written, and oral communication skills
  • Excellent technical writing skills
  • Effective time management and attention to detail
  • High enthusiasm, team-oriented, positive, highly energetic, and results-oriented
  • Leadership skills to effectively direct trainees
  • Strong written and verbal communication
  • Ability to interact and communicate positively with co-workers
  • Ability to quickly learn and apply new systems and processes
  • Ability to exercise independent judgment
  • Maintains a high level of professionalism, integrity, and trust at all times
  • Ability to travel as necessary throughout North and South Carolina
Education, Licensing, or Certification Requirements
  • High school diploma or equivalency; college degree preferred
  • Relevant Insurance License per state/regional statutes, preferred but not required
  • Insurance designations or specializations (CIC Designation or similar insurance designation) preferred
Department Business Operations

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

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