Operations Technical Trainer
USI Insurance Services
General Description: Serve as a training resource. Develop training solutions aligned with organizational needs. Identify learning opportunities from internal audit reports or other sources throughout the business. Deliver learning solutions in a variety of formats. Demonstrate skill in explaining the technical complexities of various software programs used by employees in clear and understandable terms when training. Collaborate with IT department to ensure processes are properly incorporated into systems.
Responsibilities: • Deliver training programs and sessions. Includes face-to-face, web-based, technical materials, and blended learning environments. • Write and edit audio voice-over scripts for e-learning as needed.• Work closely with business units to identify and document core business processes.• Work with customers (business units and users of the system) to understand their needs. Includes underwriting, accounting, policy servicing and retention to support processes and standardization.• Learn workflow configuration for the new policy administration system. Act as an implementer of the new processes or updates to the already developed processes.• Identify key issues and risks in the business processes. Ensure effective workflows and system implementation.• Serve as liaison between IT and business units to: • Provide system/process requirement to IT. • Participate in user acceptance testing process to ensure accuracy of implementation. • Act as a single point of contact for the any queries from IT.• Develop and maintain training material for the new policy administration system. Ensure system requirements are accurate, up-to-date, and effective.• Facilitate training and assist staff and other stakeholders.• Support business operations and troubleshoot issues.
Knowledge, Skills and Abilities:• 5 years + business operations, teaching and/or relevant insurance industry experience.• College degree in related field preferred. • Property & Casualty license required.• Insurance accounting, underwriting, and policy services knowledge preferred.• Working knowledge of internet-based programs and Microsoft Office suite, including Word, Excel, and Outlook. Experience with Articulate 360 and Camtasia a plus.• Strong project management and presentation skills. Ability to drive results. • Strong written, verbal, and interpersonal communication skills. Includes ability to read, analyze, and interpret financial reports.• Ability to convey complex information to a wide variety of audiences. Includes small and large group settings with employees, mid-level managers, and senior leaders. • Ability to maintain confidential information. • Ability to define problems, collect data, establish facts, and draw valid conclusions. Includes ability to translate this information into business processes and provide training / instructions.
Responsibilities: • Deliver training programs and sessions. Includes face-to-face, web-based, technical materials, and blended learning environments. • Write and edit audio voice-over scripts for e-learning as needed.• Work closely with business units to identify and document core business processes.• Work with customers (business units and users of the system) to understand their needs. Includes underwriting, accounting, policy servicing and retention to support processes and standardization.• Learn workflow configuration for the new policy administration system. Act as an implementer of the new processes or updates to the already developed processes.• Identify key issues and risks in the business processes. Ensure effective workflows and system implementation.• Serve as liaison between IT and business units to: • Provide system/process requirement to IT. • Participate in user acceptance testing process to ensure accuracy of implementation. • Act as a single point of contact for the any queries from IT.• Develop and maintain training material for the new policy administration system. Ensure system requirements are accurate, up-to-date, and effective.• Facilitate training and assist staff and other stakeholders.• Support business operations and troubleshoot issues.
Knowledge, Skills and Abilities:• 5 years + business operations, teaching and/or relevant insurance industry experience.• College degree in related field preferred. • Property & Casualty license required.• Insurance accounting, underwriting, and policy services knowledge preferred.• Working knowledge of internet-based programs and Microsoft Office suite, including Word, Excel, and Outlook. Experience with Articulate 360 and Camtasia a plus.• Strong project management and presentation skills. Ability to drive results. • Strong written, verbal, and interpersonal communication skills. Includes ability to read, analyze, and interpret financial reports.• Ability to convey complex information to a wide variety of audiences. Includes small and large group settings with employees, mid-level managers, and senior leaders. • Ability to maintain confidential information. • Ability to define problems, collect data, establish facts, and draw valid conclusions. Includes ability to translate this information into business processes and provide training / instructions.
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