What are the responsibilities and job description for the Training Specialist position at Harvest Insurance?
About Company
Harvest Insurance is a reputable insurance brokerage dedicated to providing comprehensive property and casualty insurance solutions to individuals and businesses. With a commitment to personalized service and tailored coverage options, we strive to protect our clients' assets and mitigate risks effectively.
Job Description
Train and develop new hires in Harvest Insurance services and sales strategies to ensure the success of their onboarding process and transition to the sales floor. You will participate in the development of training initiatives for various business areas with respect to product knowledge, systems, call handling, customer service, and sales techniques. You will collaborate with stakeholders and team leaders to develop and continuously elevate training to meet the needs of the business.
Responsibilities
- Train, develop, and coach new hires in Harvest Insurance services and sales strategies.
- Monitor new hire work performance and provide coaching in areas of product knowledge, systems, call handling, customer service, and sales techniques.
- Establish and maintain a high level of engagement through participation, teamwork, and a trusting learning environment.
- Plan, organize, develop, and facilitate training curriculum, assessments, job aids, evaluations, role-playing activities, and discussions.
- Prepare presentations and training materials appropriate to meet the needs of each area of the business.
- Deliver training using a variety of instructional techniques and formats.
- Maintain, update, and enhance training materials, workbooks, quizzes, and facilitator guides, to adapt to Company evolvement.
- Maintain training records including assessment scores, coaching discussions, attendance, and more.
- Evaluate program and training effectiveness.
- Maintain knowledge of training and development trends.
- Other job-related functions as assigned.
Education
Bachelor’s degree with a concentration in Business, Human Resources, Education or Training & Development; or any equivalent combination of relevant experience, education, training, and skills.
Experience
Minimum 2 years of experience working in a call center environment and 2 years of training/development experience preferred, preferably with adult learning principles. Experience and proficiency with Microsoft Products (Teams, Onedrive, Office Suite) are preferred.
Qualifications
Ability to effectively deliver material through classroom and/or virtual facilitation. Proficiency in software applications, including Microsoft Office Suite, Salesforce, and Dialpad. Knowledge and understanding of adult learning strategies. Must remain up to date with new training technology and methodology to incorporate the latest developments, as necessary. Excellent verbal, written, and presentation skills. Must be able to identify and recommend solutions that solve training discrepancies.
Benefits
- 401(k)
- Health insurance
- Paid time off
- Bonus opportunities