Training and Development Specialist
The Training and Development Specialist position will assist with training of new, existing and/or acquired J&J employees, manage Quality Control Audits, Production Reports and Standard Operating Procedures, participate in the testing of new and/or enhanced J&J programs/applications prior to implementation and review new and/or current procedures for efficiencies and process improvements. When deemed necessary these responsibilities could also include aiding within Customer Care, Policy Services and/or Mail Services in addition to any general job duties listed below.
Job Responsibilities:
Conduct, consolidate, log and distribute daily Quality Control Audits within Policy Services, Mail Services and Customer Care
Run, consolidate, log and distribute weekly Production Reports within Policy Services, Mail Services and Customer Care
Create and maintain Standard Operating Procedures (aka: SOPs) and any other documentation and/or training materials needed within Policy Services, Mail Services and Customer Care
Collect data needed to validate the time needed to complete individual tasks for production goals and the need for FTEs
Collaborate with department managers to develop individual employee education and/or skill development needs
Create and maintain training schedules for trainees
Assist department leads and/or managers with eliminating roadblocks and finding efficiencies within processes and procedures
Encourage and assist employees in self-improvement/development planning
Provide managers with feedback regarding employee efforts and accomplishments during training
Coordinate and assist with testing of new and/or enhanced system platforms prior to implementation
Assist programming with work order resolutions to system and/or programming errors
Train department teammates on training methods
Assist with employee evaluations for placement prior to and/or during acquisitions
Coordinate with department managers to assist with the onboard training of new and/or acquired employees
Navigate and understand various Standard Operating Procedures (aka; SOPs) within Policy Services, Mail Services and Customer Care to assist with duties upon request and/or need in order to maintain J&Js company service standards promise to our customers every week
Ensure electronic file integrity and ability to maintain confidentiality
Import emails received and/or sent to customers to document information provided during email correspondence with the customer
Effective communication with owners, department managers, staff and teammates
Annual 16 hour continuing education encouraged
Education and Work Experience:
High School Diploma or equivalent
Minimum of six months to three years within related insurance field and/or training background required. Clerical, customer service and/or data entry experience preferred but not required.
Knowledge Skills & Abilities:
Strong ability to communicate clearly by written and/or verbal communication skills
Exceptional interpersonal skills including a positive and welcoming attitude
Capacity to analyze information and mathematical aptitude
Ability to learn and explain various issuance/rating systems and/or new tasks when necessary quickly, efficiently and accurately
Ability to learn and explain underwriting, forms and rate/rule manuals within authority level
Capacity to utilize on-line reference manuals and/or SOPs
Research skills and confidence with problem solving skills
Ability to type 30-50 WPM
Ability to type accurately, organize and present information in a neat and effective manner
Ability to manage multiple tasks, deadlines and exercise good judgment while paying attention to details
Ability to handle difficult customers/employees with confidence
Willingness to learn and ability to take initiative by self-motivation
Knowledge and experience with Microsoft Office Suite (word, excel, PowerPoint, outlook)
Ability to stay within authority level restraints o Responsible Workflows per authority levels:
? Specialist I
General Correspondence workflow
Endorsements (non-money) workflow
Cancellations workflow
Reinstatements workflow
Renewal Issuance workflow
Binder Follow ups/Diary workflow
State Reporting workflow
Certificate of Insurance workflow
Loss Runs workflow
Renewal Offer/Solicitation workflow
? Specialist II
All noted above under I in addition to;
Binder workflow
Money Endorsements workflow
New Business Issuance workflow
? Specialist III and IV
All noted above under I and II in addition to;
Cancel/Rewrites
Out of Sequence Endorsements
Typical Physical Demands:
Requires the ability to sit or stand for long periods of time, occasional stooping, and reaching
May require lifting-up to 25 pounds
Requires normal range of vision and hearing with or without accommodations
Career Path from level I to IV:
Determined by; confidence level and comprehension within Knowledge Skills and Abilities and Job Responsibilities, self-motivation, completed education requirements, contributions to the team and/or tenure within the role.
Apply Now
Job Responsibilities:
Conduct, consolidate, log and distribute daily Quality Control Audits within Policy Services, Mail Services and Customer Care
Run, consolidate, log and distribute weekly Production Reports within Policy Services, Mail Services and Customer Care
Create and maintain Standard Operating Procedures (aka: SOPs) and any other documentation and/or training materials needed within Policy Services, Mail Services and Customer Care
Collect data needed to validate the time needed to complete individual tasks for production goals and the need for FTEs
Collaborate with department managers to develop individual employee education and/or skill development needs
Create and maintain training schedules for trainees
Assist department leads and/or managers with eliminating roadblocks and finding efficiencies within processes and procedures
Encourage and assist employees in self-improvement/development planning
Provide managers with feedback regarding employee efforts and accomplishments during training
Coordinate and assist with testing of new and/or enhanced system platforms prior to implementation
Assist programming with work order resolutions to system and/or programming errors
Train department teammates on training methods
Assist with employee evaluations for placement prior to and/or during acquisitions
Coordinate with department managers to assist with the onboard training of new and/or acquired employees
Navigate and understand various Standard Operating Procedures (aka; SOPs) within Policy Services, Mail Services and Customer Care to assist with duties upon request and/or need in order to maintain J&Js company service standards promise to our customers every week
Ensure electronic file integrity and ability to maintain confidentiality
Import emails received and/or sent to customers to document information provided during email correspondence with the customer
Effective communication with owners, department managers, staff and teammates
Annual 16 hour continuing education encouraged
Education and Work Experience:
High School Diploma or equivalent
Minimum of six months to three years within related insurance field and/or training background required. Clerical, customer service and/or data entry experience preferred but not required.
Knowledge Skills & Abilities:
Strong ability to communicate clearly by written and/or verbal communication skills
Exceptional interpersonal skills including a positive and welcoming attitude
Capacity to analyze information and mathematical aptitude
Ability to learn and explain various issuance/rating systems and/or new tasks when necessary quickly, efficiently and accurately
Ability to learn and explain underwriting, forms and rate/rule manuals within authority level
Capacity to utilize on-line reference manuals and/or SOPs
Research skills and confidence with problem solving skills
Ability to type 30-50 WPM
Ability to type accurately, organize and present information in a neat and effective manner
Ability to manage multiple tasks, deadlines and exercise good judgment while paying attention to details
Ability to handle difficult customers/employees with confidence
Willingness to learn and ability to take initiative by self-motivation
Knowledge and experience with Microsoft Office Suite (word, excel, PowerPoint, outlook)
Ability to stay within authority level restraints o Responsible Workflows per authority levels:
? Specialist I
General Correspondence workflow
Endorsements (non-money) workflow
Cancellations workflow
Reinstatements workflow
Renewal Issuance workflow
Binder Follow ups/Diary workflow
State Reporting workflow
Certificate of Insurance workflow
Loss Runs workflow
Renewal Offer/Solicitation workflow
? Specialist II
All noted above under I in addition to;
Binder workflow
Money Endorsements workflow
New Business Issuance workflow
? Specialist III and IV
All noted above under I and II in addition to;
Cancel/Rewrites
Out of Sequence Endorsements
Typical Physical Demands:
Requires the ability to sit or stand for long periods of time, occasional stooping, and reaching
May require lifting-up to 25 pounds
Requires normal range of vision and hearing with or without accommodations
Career Path from level I to IV:
Determined by; confidence level and comprehension within Knowledge Skills and Abilities and Job Responsibilities, self-motivation, completed education requirements, contributions to the team and/or tenure within the role.
Apply Now