Insurance Training & Development Team Lead / Manager

Job Description

Job Overview: We are currently looking for an Insurance Training & Development Team Lead/ Manager to join our team in our Calgary office. This position will be responsible for designing, implementing, and managing training programs within our Insurance Brokerage. This position will also have a small book of commercial insurance clients to manage along with overseeing the AAM team workflows. This individual will utilize their knowledge of insurance processes, products, and services to empower employees and enhance their performance and knowledge. Our ideal candidate will have at least 5 years of experience in a similar role and have their Level 2 Insurance License.Responsibilities – Insurance Training & Development Team Lead: Assessing the training needs of the organization through job analysis, career paths and consultation with managers Developing and implementing training programs that align with the company’s goals Designing and delivering a range of training activities, including workshops, individual training sessions and e-learning courses Monitoring and evaluating the effectiveness of training programs Updating and maintaining training materials, including manuals, guides, and course materials Staying abreast of the latest trends in the insurance industry and incorporating relevant information into training programs Managing the incoming workflow to ensure timely completion, as well as overseeing the work of our assistant account managers to maintain accuracy, quality and timeliness in all tasks Providing coaching and feedback to trainees to enhance their performance and development Creating a supportive learning environment that encourages continuous professional development Collaborating with management to address and resolve any issues related to training and development Maintaining maximum retention of existing book by providing exceptional client service Attending external client meetings as required Responding promptly to client emails and telephone calls Preparing all client services documents (ie. Renewal Summaries, Proposals, Underwriting Submissions) Liaising with marketing on placements, renewals and midterm policy changes Maintaining continuing education credits for licensing Other miscellaneous duties and special projects as required Who You Are: You have a Level 2 General Insurance License Proven work experience as a Training Manager or similar role in the insurance industry CAIB, CIP, FCIP or CRM designation would be considered an asset Track record in designing and executing successful training programs You are a self-starter, who is highly organized with exceptional attention to detail You have excellent verbal and written communication skills You have Intermediate computer skills including Microsoft Office Suite and Applied Epic You have a friendly professional demeanor with a good sense of business acumen You have a natural ability to thrive in a team environment and work well with others You are driven to success and can represent our brand in all insurance interactions Excellent organizational Skills Comfortable multi-tasking and prioritizing tasks without guidance Punctual with strong attendance history What We Offer: Competitive salary and benefits programs Professional development training/courses A great collaborative work environment A newly renovated office space with gourmet kitchen On-site gym facility A positive and supportive setting which encourages the health and wellness of our team We encourage applications from all qualified candidates. Please email your resume and cover letter to Roni Furgeson: #J-18808-Ljbffr