Digital Learning & Agency Transformation Lead

Purpose

To identify and analyze training needs and provide training to agents and-or other business customers to ensure legal and licensing compliance.

Nature of Work

Key Accountabilities

• Manage the function that provides training to agents and-or other business customers.


• Identify and analyze training needs.


• Design, develop and deliver a wide spectrum of training solutions, including on-line training and webinars.


• Conduct analysis of the effectiveness of training interventions and prepare documentation-presentations on the outcomes of training.


• Work with Underwriting to ensure compliance with underwriting guidelines and audits.


• Work with customers when needed to follow proper licensing procedures.


• Manage the development and distribution of material brochures.


• Enhance business through consulting with key customers.


• Ensure the successful completion of projects by maintaining continuing dialogue with business unit sponsors during implementation of major projects.


• Diagnose and develop expert recommendations to solve unique business unit and customer problems.


• Lead complex technical or long-term (over 6 months) business projects to implement new or changed systems, programs or products.


• Investigate, recommend and implement leading edge technical solutions when they meet customer needs.

Performance Management and Accountabilities

• Demonstrate commitment to corporate values.


• Take accountability for participating in the performance management cycle.


• Take action to improve performance on the job.


• Assist and support co-workers.


• Take action to manage own personal development.

Skills

Functional Skills

• Knowledge of Product Line - Proficiency Level 2


• Knowledge of Sales Channels - Proficiency Level 2


• Sales Support & Administration - Proficiency Level 3


• Understanding Customer Needs - Proficiency Level 2


• Portfolio Management (UWR) - Proficiency Level 2


• Customer Centricity - Proficiency Level 2

Cross Functional Skills

• Business Acumen - Proficiency Level 2


• Change Management - Proficiency Level 2


• Customer Service - Proficiency Level 2


• Effective Communication - Proficiency Level 2