Agency Management Systems Trainer (Epic/Benefit Point)

ABOUT HUB INTERNATIONAL :

HUB International Limited ( HUB ) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU :

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer :

• Competitive salaries and benefits offeringsMedical / dental / vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work / life balance because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events.
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY :

The Agency Management Systems Trainer (Epic / Benefit Point) works with the COO / Director of Training, Operations Managers, Regional and Local Operations Leaders, Regional Sales Leaders, and other stakeholders in creating, implementing, and conducting training for HUB Carolinas staff, as well as managing assigned projects.

This role requires an individual who is professional and a culture leader who displays the drive, determination, and self-motivation to coordinate and drive results, partnering with service teams, regional and local leadership teams, and sales teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility.

It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned.

• Design, plan, organize and conduct system, technology, and process training for new and existing employees.
• Work with COO / Director of Training, Local / Regional Operations Managers and Leaders, and Regional Sales Leaders, to assess training needs of new hires and existing employees as needed.
• Embrace, promote and support the direction and goals of HUB Carolinas
• Work with COO / Director of Training in establishing strategies for efficiencies, reporting and training needs to provide quality and efficient operation across all lines of business.
• Conduct training assessments to determine training needs of employees.
• Be an expert in the material used and the topic being trained and assure organizational standards and expectations are clearly articulated.
• Deliver training using various learning methods, a variety of techniques or formats to best meet the learning needs of the trainee (e.

g., in person, virtual, written, computer based, role playing, simulations, individual, group)

• Understand and administer HUB’s learning platform(s) with respects to employee training and learning opportunities.
• Conduct surveys and obtain feedback on the training programs delivered.
• Track learner’s training progress to identify resulting comprehension and improvements, areas of additional focus required or other areas of concern.
• Provide feedback to trainee’s manager on the training that was performed and how well the trainee did. Report any issues or concerns.
• Keep current with systems and processes used within the region and HUB corporate and update training programs accordingly.
• Evaluate training content and materials for accuracy and effectiveness. Suggest and implement changes as necessary.
• Evaluate training delivery methods to maximize a cost vs quality balance.
• Work with Carriers, CMO and other interested parties to align training with programs and products the carriers may have to offer.
• Receive and process all E&O claims and subpoenas for HUB Carolinas, as assigned.
• Support team with Broker Standards audits and comprehensive desk audits of all licensed staff.
• Create culture of servant leadership
• Pursue professional studies and maintain familiarity with trends in the industry and new insurance products.
• Improve / refine professional and supervisory skills through continuing education.
• Any other duties as appropriate and assigned by management.

REQUIREMENTS :

• 3+ years’ insurance industry experience required.
• 3+ years’ experience providing instructor led training preferred.
• Insurance leadership experience strongly preferred.
• Advanced Broker Management System experience (Applied Epic, Vertafore Benefit Point preferred)
• Proficient in Microsoft Word, Outlook, PowerPoint and Excel, Microsoft Teams, Zoom, and internet utilization.
• Strong instruction / facilitation skills
• Excellent organizational, planning, interpersonal, written, and oral communication skills
• Excellent technical writing skills
• Effective time management and attention to detail effectively organize and plan work, set priorities, and execute action plans.
• High enthusiasm, team-oriented, positive, highly energetic, and results-oriented
• Leadership skills to effectively direct trainees
• Strong written and verbal communication
• Ability to interact and communicate positively with co-workers.
• Ability to quickly learn and apply new systems and processes.
• Ability to exercise independent judgement.
• Maintains a high level of professionalism, integrity, and trust at all times.
• Ability to travel as necessary throughout North and South Carolina

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS

• High school diploma or equivalency; college degree preferred.
• Relevant Insurance License per state / regional statutes, preferred but not required.
• Insurance designations or specializations (CIC Designation or similar insurance designation) preferred.

Department Business OperationsRequired Experience : 2-5 years of relevant experienceRequired Travel : Up to 25%Required Education : High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race / ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

The EEO is the Law poster and its supplement is available here at.

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or.

This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.