Claims Training Specialist - Onsite Richardson

Fortegra; Richardson (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Fortegra is seeking a Training Specialist to join our Richardson, TX team for in-office work that supports claims training. The role focuses on onboarding, foundational training, and reinforcing claims policies using established materials.

You will also train associates on system tools, explain workflows, and monitor readiness with knowledge checks, while coaching teams and tracking progress across multiple tasks.

Qualifications

• High school diploma and at least two years of college or equivalent experience; Bachelor's preferred.
• At least 2 years of training or related operational experience.
• Exposure to training, coaching, or peer support.
• Basic understanding of claims processes, policies, or call center operations preferred.

Responsibilities

• Deliver onboarding and foundational training for new and existing associates using established materials.
• Train associates in claim policies, procedures, and basic claim handling expectations.
• Provide system and tool training with guidance and structured content.
• Explain basic workflows, team structures, and processes to support understanding of operations.
• Support readiness assessments through call monitoring, claim reviews, and knowledge checks.
• Provide day-to-day coaching and reinforcement of standard processes and best practices.
• Assist in identifying training gaps and upscale trends to leadership or senior trainers.
• Support the maintenance of training materials, job aids, and documentation.
• Track training completion and participation metrics.
• Periodically participate in projects, reports, documentation, tasks or objectives.

Skills

Training experience

Coaching

Verbal communication

Written communication

Public speaking

Time management

Attention to detail

Education

High school diploma

Bachelor’s degree preferred

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Outlook

Job description

Fortegra is seeking a Training Specialist to join our Richardson, TX team for in-office work that supports claims training. The role focuses on onboarding, foundational training, and reinforcing claims policies using established materials.

You will also train associates on system tools, explain workflows, and monitor readiness with knowledge checks, while coaching teams and tracking progress across multiple tasks.