Training and Documentation Specialist - Individual Insurance

Clear Destination Inc.; Southwestern Ontario; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Flexible work arrangements

Inclusive culture

Total rewards program

Job summary

Equitable, a Canadian mutual company, is seeking a Training and Documentation Specialist for the Individual Insurance team. This hybrid Waterloo-based role focuses on developing and delivering training, plus creating and maintaining documentation across processes and technology.

Ideal candidates communicate clearly, collaborate well, and stay current with training tools and adult education concepts. A University degree is required with FLMI or related certificates as assets.

Qualifications

• Experience creating training material and delivering training sessions.
• Strong written and verbal communication skills.
• Experience documenting processes and developing job aids.

Responsibilities

• Develop and deliver comprehensive training for the Individual Insurance line.
• Create training materials and execute training sessions as required.
• Document new and existing procedures for internal use.
• Identify skill gaps and develop course modules; research new training tools.

Skills

Training development

Communication skills

Documentation

Presentation skills

Collaboration

Adaptability

Microsoft Office

Education

University degree or equivalent

FLMI / adult education certificate (asset)

Tools

Microsoft Office

Job description

The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Equitable is growing! We are looking for a Training and Documentation Specialist to join our Individual Insurance Team! Our ideal new team member is a strong communicator who can develop and deliver comprehensive training material, someone who has sound knowledge and understanding of training concepts, and someone who is a collaborator that can work with others towards a common goal. If that’s you, why not explore a career at one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement.

What you’ll do:

• Responsible for the development and delivery of comprehensive and meaningful product, process, and technology training for the Individual Insurance line of business
• Develop training material and execute as required
• Perform analysis, develop, and maintain new/existing procedural documentation servicing the Individual Insurance line of business
• Responsible for continuing education and development through the identification of skill gaps, the development of job specific training modules for all employees and through ongoing research of new training tools and methodologies

What you’ll bring:

• Sound knowledge and understanding of training concepts and methodologies related to adult education
• Exceptional interpersonal, oral/written communication and presentation skills
• Proven experience in documentation and courseware preparation and delivery of interactive training sessions using a variety of methods (web-based/virtual training, classroom training, job aids, multimedia visual aids and reference materials)
• Comfortable managing and prioritizing multiple projects simultaneously and meeting deadlines with limited supervision in a fast-paced environment
• Proven experience of having worked successfully in a team
• A positive can-do attitude and customer focused approach to deal with challenging situations with integrity, empathy and sincerity
• Ability to perform in a constantly changing environment
• Comfortable with hardware tools (scanner/data projector etc.)
• Proficient in Microsoft Office applications
• University degree or equivalent combination of education and work experience
• FLMI and/or a certificate in adult education/learning would be an asset
• Prior industry experience would be an asset
• Prior experience working within a call center environment would be an asset

What’s in it for you:

• Career Growth:Regular learning sessions and development opportunities
• Total Rewards:Allowance provided in place of vacation pay and benefits
• Flexibility:Healthy work-life balance with employee wellness always top of mind, complemented by a dress for your day approach

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Head of Client Care Centre Training, Knowledge, and Development
Department: Client Care Centre
Term: Temporary Full-Time, Six (6) Month Contract