Technical Trainer and Facilitator

Department: National Accounts

Job Summary: Responsible for supporting the P&C department in development, training, implementation and continuous improvement of: 1) Technical training modules and courses for all levels; 2) Create and implement specific aptitude testing per position level; 3) Supporting employee professional development initiatives; 4) Inter-department collaboration to achieve company-wide goals; 5) Quality management program; and 6) Standard procedures and standard documents.

• Develop curriculum for all P&C employees’ development as they progress in their career path.
• Create, develop and facilitate a wide variety of training programs that enhance the effectiveness and skillset of the P&C workforce.
• Provide actual departmental and one-on-one training to employees in select, targeted areas and topics.
• Assist in the development of tools for training analysis for all staff, including personalized gap analysis and personal training plans.
• Integrate into the Conner Strong & Buckelew team and culture and execute training plans that meet business objectives.
• Assist with onboarding of new hires and ensuring the training plan meets the Account Executive Team needs.
• Create training strategies, initiatives and materials.
• Partner with Human Resources team to strategize employee development plan (in areas other than technical insurance) as needed.
• Train new hires and current employees on Account Executive team job responsibilities.
• Create and execute role specific training modules for Account Executive teams.
• Educational mindset to develop content and co-instruct courses.
• Create and execute role specific aptitude testing and deliver results to management and training managers.
• Create and maintain National Accounts standard documents, procedures and job aids.
• Facilitate trainings and co-host Service Team Meetings.
• Collaborate with training managers, practice leaders, account executives and executive leadership team to build a training program that enhances client servicing.
• Implement and utilize a learning management system.
• Contribute to P&C Training Committee and CSB Training Committee.
• Support Quality Management initiatives.

• Collaborate with Human Resources on new hires, interns, co-ops, and employee training needs including aptitude testing.
• Collaborate with Training Managers, legal and compliance team on licensing and CE compliance.
• Collaborate with IT on RPA initiatives and overall support for P&C department.
• Professional Development: Collaborate with managers to communicate/coordinate the process with employees.
• Manage vendor contracts, relationships and publication user licenses.
• Provide leadership to internal customers in promoting support, mentoring, teamwork and commitment to department/corporate goals. 
• Work with internal customers to build and establish relationships.
• Remain current on industry trends and information, new product development, legislation, coverages and technology. Communicate relevant information to National Accounts personnel.
• Promote Conner Strong & Buckelew externally via networking events, conferences, and job fairs.

• Bachelor's degree or equivalent work experience preferred.
• Certification in education, training or facilitation preferred.
• A strong understanding of commercial property & casualty insurance; broker experience a plus.
• Exceptional organization, project management and service skills.
• Ability to promote and exemplify teamwork.
• Independent, flexible, self-starter who can multi-task effectively.
• Detail oriented, enthusiastic, superior work ethic, strong interpersonal, analytical, verbal and written communication skills.
• Ability to exercise discretion.
• Strong problem solving and “can do” attitude.
• Advanced Proficiency in Microsoft Office Products; Word, Power Point and Excel.
• Advanced knowledge of Document Management System (ImageRight) and Agency Management System (Sagitta).
• Adheres to Company Policies and other guidelines.
• Develop/manage key relationships at all levels within the Conner Strong & Buckelew organization.
• Other duties as assigned.
• Authorized to work in the United States on a full-time basis without Company sponsorship.

Property & Casualty Producer License

ARM, CRIS, CPCU and other specialized designations as appropriate

Conner Strong & Buckelew is an equal opportunity employer. It is Conner Strong & Buckelew’s policy to grand equal employment opportunities to all qualified persons without regard to race, sex, religion, age, national origin, creed, marital status, color, citizenship, sexual orientation, physical or mental disability, veterans’ status or any other characteristic protected by the law. Conner Strong & Buckelew provides equal opportunities in employment, promotion, wages, benefits and all other privileges, terms and conditions of employment. It is Conner Strong & Buckelew’s policy to make reasonable accommodations for the disables that do not impose an undue hardship on Conner Strong & Buckelew.

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