Insurance Training Specialist

7 months ago


Fonthill, Canada Duliban Insurance Full time

Please note this role requires insurance experience and a RIBO license in good standing._

**The Opportunity**

The Onboarding and Training Specialist is responsible for facilitating training, coaching and mentoring for new team members as they are onboarded to the company. This professional would be responsible for developing and implementing an onboarding curriculum suitable for all new team members to be successful across the organization, including in personal lines insurance as well as farm and commercial roles. When there is no active onboarding taking place, this person may be required to assist the Training and Development Leader as well as the Management team in special projects.

**Primary Responsibilities**
- Conduct comprehensive training sessions for new team members across the organization, covering key areas such as Power Broker, Applied Rating Systems, company procedures and workflows
- Create a supportive and inclusive experience for all new team members entering the company
- Present and champion the core company values of team, community and clients
- Provide guidance and resources to team members to enable a seamless transition out of onboarding and into respective roles
- Assist in the identification of inefficiencies in procedures and make recommendations for amending corresponding workflows and processes
- Provide performance reports on individual team member progress to the appropriate leader(s)
- Develop opportunities for a simulated client interaction via role-playing various scenarios
- Facilitate and support the learning of soft skills and sales techniques
- Complete file reviews for team members to determine compliance and identify knowledge gaps

- Demonstrates a high degree of professionalism and integrity
- Exhibits a proven ability to coach and support team members to reach goals
- Exhibits proficiency in utilizing Power Broker, ARS and other insurance-specific platforms
- Demonstrates exceptional communication and interpersonal skills
- Is a critical thinker, who can think outside the box and bring creative ideas for achievement of goals
- Exhibits dedication to being a champion of company values and team culture
- Possesses a proven ability to lead a team and take initiative
- Interacts with patience, enthusiasm and dedication
- Has an in-depth understanding of all insurance-related products in personal, farm and commercial insurance
- Has mastered time-management and organizational skills with a close attention to detail

**Qualifications**
- Has prior experience in mentoring or training roles
- Possesses a RIBO license in good standing with 5+ years of insurance experience

RIBO License


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