Agency Management Systems Specialist

2 months ago

Asheville, North Carolina, United States 5HG Hub International Carolinas, a Division of Hub International Midwest Limited Full time

About 5HG Hub International Carolinas

5HG Hub International Carolinas, a Division of Hub International Midwest Limited, is a leading insurance and employee benefits broker, providing a broad array 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, we have grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer

We believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

  • Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and 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 - Vacation, Holiday, Sick, and Personal Time Off

Job Summary

The Agency Management Systems Trainer works with the Chief Operating Officer/Director of Training, Operations Managers, Regional and Local Operations Leaders, Regional Sales Leaders, and other stakeholders in creating, implementing, and conducting training for our staff, as well as managing assigned projects. This role requires an individual who is professional and a culture leader who displays the drive, determination, and self-motivation to coordinate and drive results, partnering with service teams, regional and local leadership teams, and sales teams.

Essential Duties and Responsibilities

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned.

  • Design, plan, organize and conduct system, technology, and process training for new and existing employees.
  • Work with Chief Operating Officer/Director of Training, Local/Regional Operations Managers and Leaders, and Regional Sales Leaders, to assess training needs of new hires and existing employees as needed.
  • Embrace, promote and support the direction and goals of 5HG Hub International Carolinas.
  • Work with Chief Operating Officer/Director of Training in establishing 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.
  • Be an expert in the material used and the topic being trained and assure organizational standards and expectations are clearly articulated.
  • Deliver training using various learning methods, a variety of techniques or formats to best meet the learning needs of the trainee (e.g., in person, virtual, written, computer based, role playing, simulations, individual, group).
  • Understand and administer our learning platform(s) with respects 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 our 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 5HG Hub International Carolinas, as assigned.
  • Support team with Broker Standards audits and comprehensive desk audits of all licensed staff.
  • Create 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.
  • Any other duties as appropriate and assigned by management.

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 – effectively organize and plan work, set priorities, and execute action plans.
  • 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 judgement.
  • 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.

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