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Broker Education Representative
3 weeks ago
Do you value integrity and innovation? How about passion and caring? Great Us too, and that's why you'll fit right in. Our intentional culture promotes trust and participation, encouraging you to bring your heart and mind to work every day.
In-Scope
Business Unit/Location: - Winnipeg
Work Location: This role is eligible for hybrid work. This means you’ll have the flexibility of working from home and in the office (in Winnipeg only) on a scheduled rotation after completion of 6 months in the role.
KEY ACCOUNTABILITIES
- Note: This section is not intended to be an exhaustive list of duties and responsibilities - other duties and responsibilities may be assigned._
Training Program Development-
- Identifies broker training learning outcomes and ensure they meet business area Key Performance Indicators (KPI’s); collaborates with SME’s and HR to source training content and key messaging for the development of training content and supporting materials.- Identifies and monitors regional training programs, understands gaps through assessing regional broker training needs and incorporates into training curriculums and strategy.- Partners with external trainers and third-party content providers in the development and delivery of training programs.
Training Delivery- Facilitates broker training sessions within assigned region using a variety of delivery methods (live, virtual, recorded self-study, and classroom).- Delivers training to brokers as it relates to SGI CANADA products, programs, and broker technological connectivity (new business, revisions, cancellations, etc.).- Prioritizes, plans, and provides onboarding training for current brokers, new broker appointments or new broker hires to an existing office ensuring integration with key broker training programs.- Provides training recommendations tailored to broker needs and supports brokers in making informed decisions regarding SGI and SGI CANADA product and service training options.- Works with Corporate Business Development Administration (CBDA) in promotional communications to brokers on training programs and build awareness of training program benefits.- Plans and coordinates all logistics of training sessions (in-person, virtual and web-based training) including negotiating pricing in booking venues for in
- person training.
Relationship Management- Proactively plans for broker business learning and development needs by maintaining awareness and understanding of what is happening in the organization and building relationships with internal business partners.- Contributes to enhancing broker relationships through the collaborative development and implementation of training solutions in response to inquiries and broker business needs.- Supports relationship development with regional insurance broker associations by collaborating with senior leadership and other internal business areas in identifying and working on industry related opportunities and initiatives.- Represents SGI/SGI CANADA at industry related events.
Training Program Efficiency Analysis and Post-Training Evaluation- Analyzes and prepares requests for information and distribution (training utilization by broker, session demand/uptake in region etc.).- Reviews and stays up to date with industry trends and market changes.- Collaborate with SMEs to build and gather training session evaluation feedback to aid in gaining insight into effectiveness of the session and if the training is meeting business goals of the department.- Contributes to the development and monitoring of consistent evaluation metrics for all existing and new training programs to ensure the training meets broker and business objectives.- Monitors and audits all broker training program delivery for alignment to training standards, identifying training session efficiency opportunities and recommending alternative solutions for implementation.
Broker Training Administration Support- Collaborates with administrative support from CBDA team to provide a smooth registration experience, credit hour certificates, reporting and analytics, video edits on self-study sessions, posting of self-study to SGI CANADA University.-
- Monitors and reviews production issue logs to determine gaps and opportunities to identify and prioritize content for future training.
High Performance Team & Culture- Supports a culture of leadership and accountability to effectively meet the key accountabilities within the scope of the role.- Displays leadership by committing to a culture of continuous learning/development of self and supports others by actively sharing knowledge, providing guidance, mentoring, training and supporting developmental opportunities.- Demonstrates that the Health, Safety and Emergency Management Policy is applied in area of responsibility for self and others. TECHNICAL KNOWLEDGE AND SKILLS- Skills in facilitating web-based and classroom instructor led training sessions.- Skills in preparing and delivering effective and enga
