Training Specialist

Description

The Insurance Agent Training Specialist is responsible for developing, implementing, and evaluating training programs for new and existing insurance agents.

This role ensures that all agents are equipped with the knowledge, skills, and tools necessary to perform their duties effectively and provide exceptional service to clients. The Training Specialist will work closely with management to identify training needs, create educational materials, and facilitate engaging training sessions.

Key Responsibilities

Training Program Development:

• Design and develop comprehensive training programs for new and current insurance agents, including onboarding, sales techniques, product knowledge, compliance, and customer service.
• Create training materials, such as manuals, e-learning modules, and presentations.

Training Delivery:

• Conduct training sessions using various methods, including in-person workshops, webinars, and online courses.
• Utilize adult learning principles to ensure training is engaging and effective.

Evaluation and Improvement:

• Assess the effectiveness of training programs through evaluations, feedback, and performance metrics.
• Continuously improve training materials and methods based on feedback and industry best practices.

Collaboration:

• Work with subject matter experts, managers, and other stakeholders to identify training needs and develop relevant content.
• Partner with the HR department to ensure training aligns with company policies and procedures.

Compliance:

• Ensure all training programs comply with industry regulations and company policies.
• Stay updated on changes in insurance laws, regulations, and best practices.

Support:

• Provide ongoing support and coaching to agents to reinforce training and promote continuous learning.
• Address any training-related issues and provide solutions to enhance performance.

Qualifications

Education:

• Bachelor's degree in Education, Business, Human Resources, or a related field (preferred).
• Health Insurance License(s) Required.

Experience

• Minimum of 3-5 years of experience in training and development, preferably within the insurance industry.
• Proven experience in designing and delivering training programs.

Skills:

• Excellent communication and presentation skills. 
• Strong organizational and project management abilities.
• Proficiency in using training software and e-learning platforms.
• Ability to adapt to various learning styles and needs.

Key Competencies

• Interpersonal Skills: Ability to build rapport and work effectively in diverse teams.
• Problem-Solving: Aptitude for identifying issues and developing practical solutions.
• Detail-Oriented: Precision in creating and updating training materials.
• Innovative Thinking: Creative approach to developing engaging training content.
• Time Management: Efficiently manage multiple projects and deadlines.

Benefits

• Employee Health and Supplemental Insurance premiums paid 100% by the company*.
• Employee options for Flexible Savings Account (FSA).
• Competitive 401k plan with company match.
• Generous Paid Time Off (PTO) plan.
• 8 paid pre-determined calendar holidays. 

How Ideal Concepts Supports Your Success

• As a growing company, Ideal Concepts will foster your individual professional development through training, mentorship, and continuous leadership development.
• Being promoted here is based on your work performance, goal achievement, and leadership capabilities, meaning every employee has the same opportunity, regardless of tenure or title, to grow in their career!
• You will work in a team atmosphere with motivated, passionate, and career-driven individuals just like yourself. 
• You will be a part of a collaborative environment that encourages problem-solvers and outside the box thinkers to find solutions and achieve excellence.
• IT supported onboarding with company equipment, technologies, and programs to ensure success in your position.

Who We Are

Ideal Concepts, Inc. has impacted the insurance industry for over 20 years by simplifying the sale of insurance products from carrier to agent to client through cutting edge technology. Through this effort, we stand by our mission to provide flawless solutions with remarkable service to every client. Today Ideal Concepts is established with over 100 carrier partners in 50 states selling Health, Medicare, Life, Property and Casualty as well as a suite of supplemental insurance products.

As an employee of Ideal Concepts, Inc., you will enter a growing and changing environment that is motivated and shaped by our core values of integrity, ingenuity, tenacity, mastery, and simplicity. Ideal Concepts, Inc. has been recognized for its prestigious growth many times, including 6 consecutive years on the Inc. 5000 Fastest Growing Companies. 

As part of taking care of our employees, Ideal Concepts provides an excellent benefits package that will take care of you inside and outside the workplace. Beyond the opportunity to prosper in your career, Ideal Concepts will cover 100% of your premium for major medical, dental, vision, and life insurance - this will allow you to take care of yourself and family without worrying about increasing healthcare costs. You will also have access to a competitive 401k program where the company matches a portion of your employee contributions. Additionally, you can enjoy your paid time off without having to accrue a balance.

*Supplemental benefits such as Dental, Vision, Accident, Critical Illness, and Life insurance are subject to state availability and will only be provided if available in your state of residence.

Ideal Concepts, Inc. / InsureMe, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identify or expression, or any other characteristic protected by federal, state or local laws.

This job description is intended to outline the general nature and level of work performed by employees within this role. It is not exhaustive and may be subject to change or modification to meet the needs of the company.