Job Purpose
To identify and analyze training needs and provide training to agents and/or other business customers to ensure legal and licensing compliance.
Key Accountabilities
- Manage the training function for agents and other business customers.
- Identify and analyze training needs.
- Design, develop, and deliver various training solutions, including online training and webinars.
- Evaluate the effectiveness of training interventions and document outcomes.
- Collaborate with Underwriting to ensure compliance with guidelines and audits.
- Assist customers in following proper licensing procedures.
- Manage development and distribution of training materials and brochures.
- Consult with key customers to enhance business processes.
- Maintain communication with business sponsors to ensure project success.
- Diagnose issues and recommend solutions for business and customer problems.
- Lead complex projects to implement new systems, programs, or products.
- Research and implement advanced technical solutions to meet customer needs.
Business Accountabilities
- Use financial systems to monitor budgets and control costs.
- Support project development and review to ensure resource and schedule adherence.
- Provide daily advisory services, ensuring compliance with risk and regulatory standards.
- Research data, analyze trends, and provide insights to improve sales processes.
- Review business models and support management in process improvements.
- Evaluate customer and distributor issues to tailor solutions.
- Advise management to support change initiatives and improve performance.
- Recommend activity priorities and influence program development for growth.
Performance Management Accountabilities
- Demonstrate commitment to corporate values through behavior.
- Contribute to performance discussions and support team development.
- Share technical expertise and provide guidance to team members.
- Manage personal development and encourage team growth.
Education & Experience
- Bachelor’s Degree (or equivalent) and at least 3 years of relevant experience.
- Experience in the insurance or financial services industry is advantageous.
You are the heart & soul of Zurich!
At Zurich, we value innovative thinking and a positive outlook. We encourage employees to explore new opportunities and grow within the company.
Let’s continue to grow together!