Training & Development Specialist, Broking Operations

2 weeks ago

Canada Purves Redmond Limited Full time

The Training & Development Specialist will support the training needs of PRL's broking teams, focusing on system improvements and workflow optimization within the Applied EPIC systems. This role is ideal for a proactive, technical professional with a strong analytical mindset, capable of designing and delivering effective training solutions.

Accountabilities:

  • Design, implement and maintain training programs for system improvements, workflow optimization, and data quality assurance within Applied Epic Systems, ensuring accuracy, consistency and compliance
  • Conduct regular analysis of training effectiveness, identifying discrepancies, inconsistencies, and areas for improvements in the training content and delivery
  • Document and communicate training outcomes, data quality issues, and improvements in a clear and comprehensive manner
  • Collaborate with business units and the Compliance team to address training needs and reinforce best practices related to data quality and system usage
  • Continuously evaluate and enhance training content and delivery methods to improve operational efficiency and employee performance
  • Develop and maintain clear training and workflow documentation to support employee understanding, compliance and system usage
  • Deliver one-on-one and group training sessions based on the system updates, process improvements, or audit findings; provide ongoing coaching to ensure system proficiency
  • Conduct file reviews to assess training effectiveness, ensuring compliance with regulatory requirements and internal policies
  • Provide training support for compliance-related functions, ensuring all team members are trained on applicable regulations and internal process
  • Maintain records of training activities, attendance, and outcomes; generate and analyze reports to measure the impact of training on system utilization, performance and compliance
  • Assess and recommend improvements or new functionalities within Applied Epic to enhance system usage, with a focus on continuous improvement and operational goals.

The ideal candidate meets the following requirements:

  • Proven experience in training development, system implementation, or data quality analysis
  • Expert-level proficiency with Applied EPIC systems and experience in designing and delivering training on the platform
  • Strong understanding of insurance products, policies, processes and their integration within Applied EPIC systems
  • Demonstrated ability to design, develop and refine training programs and data quality assurance processes, contributing to continuous improvement
  • Skilled in identifying, troubleshooting, and resolving system issues and ensuring effective system usage through training
  • Advanced presentation, facilitating and training skills, with the ability to engage diverse audiences and ensuring effective knowledge transfer
  • Excellent oral and written communication skills to collaborate effectively with cross- functional teams
  • High proficiency in Microsoft Office Suite and familiarity with data visualization tools such as PowerBI to track and report training effectiveness
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
  • Strong analytical, problem-solving, and critical thinking skills, with a keen eye for detail
  • Proactive and curious, with a commitment to staying current with AI advancements, emerging technology trends and training methods
  • Ability to travel as needed (primarily within Canada) to support training sessions and system implementations.

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