Assistant Corporate Trainer and Auditor

Description

The primary function of this position is to train users in Vertafore and Microsoft Office applications and audit individual system and procedural workflow for branches.  The position reports to the Chief Information Officer.

Major Responsibilities:

• Assist in developing and implementing training courses and webinars for core system workflows. 
• Assist in security/access to company websites. 
• Attend all workflow meetings to help maintain workflow procedures and documentation. 
• Provide assistance to financial department for billing questions, month end and reports. 
• Provide backup support for help desk. 
• Assist other members of department with projects as needed. 
• Maintain professional accreditation necessary to meet agency standards. 
• Participate in continuing education programs when available. 
• Build and maintain a favorable and professional work relationship with other staff members. 
• Adhere to established employee manual policies and guidelines. 
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims. 
• Promptly report all E&O claims and potential E&O claims. 
• Maintain confidentiality in all aspects of client, staff and agency information. 
• Perform other duties and projects as assigned  

Requirements

• College degree preferred, high school diploma or equivalent required. 
• Must possess good presentation skills and be comfortable training a group as well as individuals.
• Ability to use and proficient in Microsoft Office, Vertafore, Internet and Email applications. 
• Must be knowledgeable in agency's automation system as well as all department workflow procedures.
• Two to three years of agency experience in a customer service role. 
• Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner. 
• Demonstrated ability to communicate effectively. 
• High level of organizational ability with attention to detail. 
• Ability to Travel Must be flexible and able to work weekend and evening hours as required. 
• Appropriate state insurance licenses preferred