Training & Workflow Specialist
2 weeks ago
Job Location
Remote - CST - Houston, TX
Remote Type
Fully Remote
Salary Range
$75000.00 - $90000.00 Salary/year
Description
At The Liberty Company, we're redefining what it means to work in insurance. Our forward-thinking, award-winning culture sets us apart, driving incredible growth across our organization. If you're ready to discover your JOB-the Joy of Being-you might just find it here with us
We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.
We are on the search for a talented Training and Workflow Specialist. If you are the guru that everyone goes to for assistance with your Agency Management Software and/or you are looking for a career change from an Account Manager to the training department, this is your opportunity
Position Summary:
Responsible for training new employees and converting partners on the Liberty agency management systems. Provide additional systems and insurance training to employees as appropriate. Perform audits to ensure compliance with Liberty SOPs and workflows. Evaluate and assess training programs to ensure compliance with all Liberty policies, procedures, and workflows.
Essential Duties and Responsibilities:
- Deliver Liberty Agency Management System training to new hire and converting partner staff virtually or in-person.
- Manage Training Inbox for training requests.
- Manage post conversion training support chats.
- Coordinate post conversion training with partnership agencies to address any issues or concerns.
- Educate and train all applicable employees on new or revised workflows when needed.
- Conduct audits to identify trends for additional training needs.
- Provide additional systems and insurance training when needed.
- Demonstrate proficient working knowledge of day-to-day insurance business processes/workflows. Ability to relate the business processes to system workflows.
- Demonstrate proficient knowledge in the area of Reports, Microsoft Word, and Microsoft Excel. Function as a resource to management, production, and service staff when report needs arise.
- Development and maintenance of the Liberty Applied and Vertafore Training Programs including, but not limited to, facilitator guides, handouts, Liberty Learning Management System content, Scribes, and additional training calls.
- Development and maintenance of new/improved Liberty workflows, to ensure the highest level of customer service, efficiency, and automation utilization.
- Participate in special projects as assigned.
- Other duties may be assigned as Liberty needs evolve.
- Work independently or collaboratively with minimal supervision.
- To perform the job successfully, an individual should demonstrate the following competencies: Collaboration, Professionalism, Strong Communication, Adaptable, Self-Motivated, Strategic Thinker, and Project Manager.
- Travel Requirements - Travel may be required to vendor functions. In addition, travel may be required to branch locations for initial and/or ongoing training where virtual training is not an option.
Minimum Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Minimum of 2 years agency management systems training experience (Applied Epic and/or Vertafore AMS360/ImageRight).
- Minimum of 6 years' retail insurance agency experience with personal and/or commercial lines.
- Proficient in day-to-day Insurance business and workflow processes.
- Internet software, spreadsheet software, and Word processing software experience required.
- High school diploma or equivalent is required, college degree preferred.
- Active DOI P&C License required.
Promoting Peace of Mind for All.
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role
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