Specialist - Training & Development

In the role of a Specialist- Training & Development, you will develop and facilitate classroom and virtual training for Call Center and Processing departments for life insurance and annuity products. This role will train both technical and soft skills courses. The candidate will be able to facilitate in a clear and understandable manner utilizing adult learning methodologies and a variety of instructional techniques that keep participants engaged. This position reports to the Manager of Learning and Development.

Qualifications
Basic

• High School Diploma or equivalent
• At least 6 years of experience in the job description below

• Minimum of 2 years of facilitation experience.
• Life insurance and annuity experience.
• Ability to conduct training and development needs analysis for projects, individuals, and departments.
• Collaborate with operation teams and business stakeholders to diagnose needs and implement solutions.
• Design and facilitate training in-person and online to individuals and groups.
• Develop course curriculums as well as related material such as job aids, computer tutorials, handouts and PowerPoint presentations.
• Document procedures for functionality and processes to be implemented and trained.
• Partner with subject matter experts when needed to create or complete training materials.
• Create relevant course assessments that analyze participant's ability to complete course objectives and meet performance expectations in the production environment.
• Evaluate training effectiveness and enhance course delivery based on feedback received in order to improve course effectiveness.
• Provide constructive feedback to course participants as well as management team.
• Provide updates to maintain accuracy of online content management system.
• A potential candidate must have the following list of attributes (but not restricted to) -

• Ability to analyze and document business processes and offer constructive feedback for improvement to internal and external business stakeholders.
• Ability to learn new material quickly and ask probing/clarifying questions about the material.
• Possess strong communication skills and the ability to apply those skills in either verbal or written form when interacting with all levels of colleagues as well as client representatives.
• Ability to maintain a high level of confidentiality relating to all duties and responsibilities, such as team member and client information.
• Ability to develop and maintain positive work relationships with team members to include communicating information, thinking proactively and effectively problem solving as situations arise.
• Ability to encourage and build mutual trust, respect and cooperation among team members.
• Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions.
• Passion for teaching others.
• Attention to detail and also able to understand the larger scope.
• Capacity to stay optimistic, energetic and positive.
• Self-starter and self-motivator.
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook.
• Ability to perform simple mathematical calculations.