Learning and Development Coordinator

1 week ago

Greater Edmonton Metropolitan Area, Canada Insurance Growth Network Full time

Reporting directly to the L&D Trainer (Manager), your primary responsibility is to oversee and set the training plan and goals across the organization. Your understanding of our employee roles will be critical to identify training and education gaps, research internal and external solutions, and schedule fulfilment. Working closely with the Learning & Development department, you will assist our team to build learning and development programs that improve the efficiency of staff and contribute to their professional development and career goals.


ESSENTIAL FUNCTIONS

Employee Onboarding & Training Plans

• Analyze training needs for the various branches, roles and identify performance improvement opportunities.

• Collaboration with department leads to design, develop, and maintaining the annual training plan across all brands in the organization to ensure professional compliance with the Alberta Insurance Council.

• Deliver basic software training for new employees.

• Using data gathered on the education and training gaps within the organization, research solutions for the annual training plan that meet the educational and professional needs of both sales and service employees.


Employee Licensing

• Awareness of the annual licensing requirements as defined by the Alberta Insurance Council

• Oversee the annual renewal of all agent licenses within the timeframe established by the Alberta Insurance Council

• Awareness of the licensing requirements for interprovincial insurance licenses

• Maintain and improve the process to identify the need for, and acquisition of, interprovincial licenses

• Provide onboarding and supervise the acquisition of Level 1 licenses for employees who are new to insurance

• Oversee and supervise the offering of Level 2 programming for employees

Continuing Education

• Create an annual training plan that provides Continuing Education (CE) content that is relevant, improves employee efficiency and productivity, and fulfills annual licensing requirements, as required

• Awareness of the education pathways to achieve common insurance designations ie. CAIB, CIP

• Register employees for continuing education classes as needed.

• Track and report on all continuing education costs by employee and branch


Learning & Development Programs

• Build and maintain relationship with external education providers

• Assist with the updating and maintenance of existing programs to ensure they are accurate and up to date

• Assist with the implementation of the new Learning & Management System (LMS), once a provider has been selected

• Administer the LMS for all employees

• Support department projects and identify ways to enhance training effectiveness.

• Issue Continuing Education (CE) certificates and track acquisition of CE hours across the agency

DUTIES AND RESPONSIBILITIES

• Assisting with developing and communicating a substantive professional development curriculum.

• Developing a knowledge management plan to promote data literacy and enable knowledge sharing and collaboration within CMB across geographies.

• Consolidating all the training and communications in a single knowledge management system

• Assisting in the Company’s ongoing development through identifying organizational and role specific training needs, delivering programs which enhance the Company’s overall capability.

• Identifying and implementing training methods and criteria which identify successful delivery and receipt of training.

• Preparation and ongoing administration of workflows and procedures as needed.

• Producing training materials for in-house courses.

• Consider the cost and return on investment of any planned training or development programs and ensuring that these costs adhere to defined budgets.

• Carrying out all other reasonable requests in pursuit of continuous improvement.

• Performing periodic and regular quality assessments and identifying compliance issues, concerns, and deficiencies.

• Preparing compliance reports to present to management.


CMB TEAM SUPPORT

• Be familiar with and follow company policies and procedures as established (Employee Handbook, policies and procedures, etc.)

• Take all steps to avoid, and report to leadership, any potential Errors & Omissions or bad debt situations

• Demonstrate good leadership qualities with a positive attitude and ability to motivate others

• Other related duties as required


KNOWLEDGE, EXPERIENCE & SKILLS:

  • 1 or more years’ experience working within an insurance organization or an education facility.
  • Alberta Level 1 General Insurance License
  • Ability to work independently, consistently shows initiative, confident communicator, and possesses strong critical thinking skills.
  • Detail oriented and proficient with MS Office tools, project management software and data governance.
  • A team player attitude that demonstrates initiative, is resourceful and helpful to others, and who is more concerned with the organization’s success than personal accolades.


This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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