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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in facilitating training sessions for producers, utilizing adult learning methodologies, and leveraging eLearning tools to enhance onboarding and skill development. Proficient in Microsoft Office 365 and experienced in the insurance industry, with a focus on sales enablement and training best practices.
Highest-signal resume keywords
Facilitating Training SessionsAdult Learning MethodologiesMicrosoft Office 365 ProficiencyELearning Tools ExperienceInsurance Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Training FacilitationOnboarding Program DesignSales Enablement ToolsTechnical TrainingContent Governance
Soft Skills
Excellent CommunicationCollaboration with SMEsProblem-Solving
Tools & Technologies
SalesforceLMS PlatformsTrucordia UniversityThe Alliance PlatformWebCE
Certifications & Qualifications
CICCPCUARMCPAICPLPCPDTAPTD
Industry Keywords
Insurance IndustryProducer OnboardingTraining Best PracticesCoaching ProgramsWorkflow Best Practices
About the role
Key responsibilities & impact- Facilitate instructor-led, virtual, and hybrid training sessions for new and existing producers
- Support execution and facilitation of Basecamp, including agenda delivery, breakout facilitation, coaching labs, and post-event reinforcement
- Deliver ongoing training sessions reinforcing skills, tools, processes, and product knowledge
- Provide ongoing service and training support to producers regarding sales processes, enablement tools, and workflow best practices
- Design and facilitate a coaching program for new producers during the 365-producer onboarding experience
- Act as a point of contact for systems, training access, and development guidance
- Support and implement the formal new producer 365 onboarding experience
- Conduct welcome sessions, onboarding check-ins, and skill-building sessions
- Ensure producers understand learning paths and access training materials across Trucordia University, The Alliance platform, and WebCE
- Facilitate training on sales enablement tools, templates, playbooks, scripts, and systems
- Provide field support and office hours to encourage adoption and correct tool usage
- Identify recurring tool-use challenges and help create job aids, process guides, or additional training
- Deploy training content, assist with course setup, and support eLearning implementation
- Maintain training materials, update content, and support content governance
- Track producer progress and participation across LMS and training platforms
- Collect training feedback and identify learning gaps
- Recommend improvements to learning programs, content, and delivery methods
Requirements
What you’ll need- 4+ years’ experience facilitating training for large groups (live and virtual)
- 3+ years of experience in teaching new systems and technical training
- 1+ years’ experience in the insurance industry as a licensed producer or have worked closely with producers
- Demonstrated ability to partner with SMEs and collaborate across departments
- Proficiency with Microsoft Office 365, especially PowerPoint
- Strong understanding of adult learning methodologies and training best practices
- Excellent communication skills and ability to explain complex concepts clearly
- Ability to travel to support Basecamp training, onboarding workshops, and field coaching
- Experience with eLearning tools or instructional design software preferred
- Familiarity with Salesforce or similar CRM platforms preferred
- Insurance designations such as CIC, CPCU, ARM, CPAI, TRA preferred
- Learning/Training certifications such as CPLP, CPDT, APTD, or similar preferred
Benefits
Comp & perks- Medical, Dental, Vision
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
- Remote work arrangement
- Equal opportunity employment