Process Trainer - Manager (US Life Insurance & Annuities)

EXL Service Philippines, Inc.; Metro Manila; On-site; PHP 1,674,000 - 2,344,000; Full time

Job summary

EXL Service Philippines, Inc. seeks a domain learning leader to develop and deploy domain training for Insurance, leading teams and aligning capability plans with business needs.

The role involves diagnosing gaps, designing curricula, and delivering modules on US Life & Annuities Insurance, using MS Office tools to create materials and reports.

Qualifications

• Graduate in any stream.
• Domain training background with US Life & Annuities Insurance.
• Knowledge of vertical insurance roles, functions and work items.
• 8–10 years of relevant training experience in the domain vertical.
• Experience leading learning initiatives for domain (US Life & Annuities Insurance) capabilities.
• Good knowledge of MS Office suite (PowerPoint, Word, Excel).
• Internet usage and email access.

Responsibilities

• Lead initiatives for developing domain capabilities.
• Engage with leadership to define development requirements and gain buy-in.
• Manage change programs for domain capabilities across audience segments.
• Source and deploy tools and resources for domain development.
• Plan and deploy curriculum, certifications, and learning materials.
• Curate learning resources and define structured learning paths.
• Drive domain thought leadership through research and sessions.
• Identify gaps and develop scalable training curricula.

Skills

Insurance domain knowledge

Domain learning

Leadership

Curriculum development

Training delivery

Stakeholder management

Education

Graduate in any stream

Domain training background (US Life & Annuities Insurance)

10+ years in training / curriculum development in domain

Tools

MS Office

PowerPoint

MS Word

MS Excel

Job description

Description:

This role is primarily responsible for subject matter expertise on Insurance domain as well as developing and deploying domain learning. She/He will be responsible for leading teams, liaising with leadership, conducting diagnostic and needs analysis, and aligning capability development plans to meet business needs and client expectations. This role is required to facilitate trainings on relevant domain topics. This person will also be responsible for leading research to identify and develop content on new capabilities.

Function:

• Lead initiatives for developing domain capabilities
• Engage with leadership to define domain/digital capability development requirements, generate buy-in, rally internal and external stakeholders towards building the right capabilities for the vertical
• Manage the change program to institutionalize domain capabilities, targeting differentiated needs across the various audience segments
• Identify, source and deploy tools, systems and resources needed by the company for ongoing development of domain capabilities
• Plan and deploy capability development curriculum, certifications, and calendar, develop new learning materials with domain capability as an outcome
• Curate learning resources on domain capabilities from the open ecosystem available online and offline; define clear and structured learning paths from curated assets; deploy and track
• Drive domain and digital thought leadership through focused research, articles, case studies, industry interactions, and point-of-view sessions both internally and externally by EXL leaders
• Identifying the gaps between the desired state and the current state of knowledge and developing customized training curriculum that is scalable and provides EXL a competitive edge
• Training need analysis, researching, designing and developing content such as module outlines, presentations, trainer’s guide, participant’s guides and other training material
• Designing training aids like activities, role plays, case studies, etc. in order to make the training session livelier and more interactive
• Ensuring that the quality of content is maintained as per the targets assigned and should be in accordance with internal standards
• Identification of appropriate methodology for the implementation of training
• Training and certification of trainers on the training modules
• Managing training material and content - regular reviews and update
• End to end management of training programs i.e. Reporting, Dashboards, assessments etc.
• Delivery of pre-process domain trainings across verticals and curation of customized domain content inline with upcoming new business areas and Geos
• Lead and represent domain capabilities and offering with external and internal stakeholders
• Maintain and ensure timely data collection, reporting to Business units and other internal stakeholders, as needed

Qualifications:

• Graduate in any stream
• Domain training related training background with any relevant domain (US Life & Annuities Insurance)
• Knowledge and understanding of vertical specific roles, functions and work items in Insurance
• Minimum of 8-10 years of relevant work experience in conducting training and developing training curriculum/ in concerned domain vertical
• Current role/assignment Background in leading learning initiatives for domain (US Life & Annuities Insurance) capabilities
• Experience in implementing or background of digital is added advantage
• Good knowledge of MS Office suite applications like - PowerPoint, MS Word and MS Excel
• Internet usage and email access
• Working knowledge of tools, as needed for the role