Quality Training & Engagement Architect

Colonial Group; California; On-site; USD 55,000 - 75,000; Full time

Job summary

Colonial Group is seeking a Quality Assurance & Training Coordinator to enhance interactions with clients and improve operational efficiencies across the Benefits ABC practice. You will design and deliver training for the Benefit Advocate (BA) team and monitor quality across calls, chats, emails, and reports to identify customer experience trends.

In this role you will develop engaging training materials, track participation, and partner with the Customer Engagement Analysis Team to refine tools

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 2+ years related work experience.
• Experience working in a customer service call center.
• Insurance industry or group health plans operations experience handling eligibility, claims resolution, benefits education, or equivalent.

Responsibilities

• Performs regular quality reviews of the work and interactions of the BA team with customers to ensure proper standards are consistently met, including review of engagement documentation to ensure proper format is utilized.
• Tracks and presents results of improvement efforts and ongoing measures of quality and customer satisfaction to management.
• Develops, designs and coordinates employee training programs for new hires and ongoing training for the BA team.
• Creates and administers the record keeping system to track employee training, participation, and progress.
• Works with Customer Engagement Analysis Team to develop better tools for tracking customer interaction, customer satisfaction and BA quality
• Ensures that training materials, procedures and job aids are up to date and are effective for the team to use in a fast changing environment.
• Reviews the corporate compliance web site for updates to rules and regulation changes and then translates and trains the team on anything related to the BA program.
• Ensures BA’s are actively engaged through implementation of various internal BA’s engagement practices and techniques.
• Provides input to strategic decisions that affect the functional area of the BA team.
• Researches new training techniques and suggests enhancements to existing training programs to meet the changing needs of the organization.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Assists with support on special projects as needed.
• Other duties as assigned.

Skills

Training techniques

Verbal communication

Written communication

Attention to detail

Training others

Independent and collaborative work

Project prioritization

Microsoft Office Suite

Education

Bachelor's Degree or equivalent

Job description

Colonial Group is seeking a Quality Assurance & Training Coordinator to enhance interactions with clients and improve operational efficiencies across the Benefits ABC practice. You will design and deliver training for the Benefit Advocate (BA) team and monitor quality across calls, chats, emails, and reports to identify customer experience trends.

In this role you will develop engaging training materials, track participation, and partner with the Customer Engagement Analysis Team to refine tools