SUMMARY: Facilitate the training of all staff in the standards, procedures, and workflows developed by Rich & Cartmill, Inc.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsible for training all 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 OKC office.
Responsible for training CL, PL, Rating, Life and Health, and Support departments to recommend and oversee changes necessary to the workflows and procedures.
Work jointly with the T&D Manager to develop and host monthly CSR meetings.
Help develop and record training videos.
Work jointly with the T&D Manager to ensure all training manuals are updated in a timely manner.
An active member of the E&O Committee to ensure all procedures adhere to the E&O committee’s standards and specifications. Train staff on updates/changes made by the E&O Committee.
An active member of the Workflow Committee.
Assume other job responsibilities as assigned by the Manager.
Attend seminars and courses to increase knowledge and skills.
Maintain appropriate licenses/accreditations.
Previous training experience preferred.
Previous Applied EPIC experience preferred.
Insurance license and Commercial Lines Insurance experience required .
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Work Location: In person