JOB TITLE: CL Trainer
FLSA STATUS: Non-Exempt
REPORTS TO: Training and Development Manager
SUMMARY: Facilitate the training of the CL department staff in the standards, procedures and workflows developed by Rich & Cartmill, Inc.
ESSENTIAL DUTIES AND RESPONSIBILITES:
- Responsible for training all CL Personnel on agency workflows and agency automation. These training sessions will require limited travel to offsite locations and may also be offered via Zoom for those outside of the Tulsa office.
- Responsible for working with CL department to recommend and oversee changes necessary to the workflows and procedures. Be available to help PL and Rating departments as well.
- Responsible for responding to questions from CL Personnel regarding agency workflows and agency automation in a timely manner, via email, phone or Zoom as needed.
- Work jointly with the T&D Manager to routinely review Epic reports that help maintain the integrity of R&C data and to reflect training deficiencies, as well as areas in need of improvement.
- Work jointly with the T&D Manager to develop and host monthly CSR meetings and weekly EPIC Help Live calls.
- Help develop and record R&C’s training video library.
- Work jointly with the T&D Manager to ensure all training manuals are updated in a timely manner.
- Active member of the E&O Committee to ensure all procedures adhere to the E&O committees standards and specifications. Train staff on updates/changes made by the E&O Committee.
- Active member of the Workflow Committee.
- Assume other job responsibilities as assigned by Manager.
- Attend seminars and courses to increase knowledge and skills.
- Maintain appropriate licenses/accreditations.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED), college degree preferred; and five years of related experience and/or training; or equivalent combination of education and experience. Insurance agency experience necessary. Good computer skills necessary.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers, CSR’s and customers. Ability to explain details of policies such as additional coverage’s and gaps. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages,
and volume.
CERTIFICATES, LICENSES, REGISTRATIONS: Insurance agent’s license. Advanced insurance degree preferred.
OTHER SKILLS AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Skill and ability to manage and delegate workflows. Sensitivity in dealing with personnel issues.