Training Specialist

Novatae Risk Group; Dallas (TX); Remote; USD 60,000 - 92,000; Full time

Job summary

World Insurance Associates is seeking a Training Specialist to design and deliver training for new hires and newly acquired agency teams. This role supports onboarding, process documentation, and technology adoption across our organization.

You will lead training sessions (on-site, virtual, and on‑demand), develop materials, coordinate schedules with stakeholders, and provide progress insights to the Process Governance team. Travel up to 50% is required.

Qualifications

• Property & Casualty insurance industry knowledge is required.
• Training experience within the insurance industry is required.

Responsibilities

• Deliver training sessions aligned to strategic goals.
• Develop training materials and e-learning tools.
• Schedule training and report progress to stakeholders.
• Support onboarding of new agency team members in systems.
• Manage on-site, virtual, and on-demand training delivery.
• Provide weekly progress reports to Process Governance.

Skills

Insurance knowledge

Training experience

Education

College degree or equivalent experience

Tools

Dyad ALIS

Microsoft Office

Job description

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Description

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is currently the fastest growing insurance broker in the U.S. with over 2,200 employees in over 260 locations across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Training Specialist - Remote

Our Training Specialists are responsible for the training and development of new employees and newly acquired agency team members. You will be delivering process and technology training using customized learning tools and programs. You will engage with stakeholders on scheduling, planning, and ensuring training efforts are successful.

Primary Responsibilities

Training Strategy

• Facilitate training sessions that are effective and aligned to strategic goals and initiatives
• Participation in the development of training materials, e-learning tools and training programs driving effectiveness and efficiency
• Collaborate with key stakeholders to determine training schedules, provide feedback and progress reports and to ensure training efforts are successful
• Participate in the creation and continuous improvement of quick reference guides and standard operating procedures
• Deliver training programs that are aligned to process documentation (e.g., on-site, virtual, on-demand)
• Provide training support and participate as a subject matter expert in user acceptance testing for software upgrades and new technology integrations

Project Management

• Collaborate with the Data Governance team to ensure data integrity and compliance with best practices throughout the data mapping process.
• Participate in M&A planning discussions to perform training needs assessments to prepare for new agency onboarding.
• Maintain a complete view of current and future training initiatives
• Coordinate all setup and configuration of newly acquired agency team members in our Applied Epic and/or Dyad ALIS management systems, and work in conjunction with IT to ensure a successful onboarding setup process
• Monitor and assist with on-demand helpdesk tickets
• Planning, delivery and execution of on-demand, on-site and live virtual training sessions
• Provide weekly progress reports and needs assessments to Process Governance team during weekly meetings

Change Management

• Drive a culture of continuous improvement and seek feedback when possible, to share with Process Governance team and key stakeholders
• Utilize on-demand Service Desk to identify obstacles, areas for improvement and training needs to support adoption efforts

Requirements: Work Experience

• Property & Casualty insurance industry knowledge is required
• Training experience within the insurance industry is required

Requirements: Computer Skills/Software Skills

• Advanced level knowledge of Microsoft Office applications including Outlook, Excel, PowerPoint, and Word
• Experience with Dyad ALIS is preferred

Essential Skills/Competencies

• Strong attention to detail
• Desire to help and educate others
• Strong change management skills and experience
• Organization skills
• Teamwork
• Ability to multi-task
• Problem-solving skills
• Excellent communicator with strong interpersonal skills

Education

• College degree or equivalent experience preferred

Physical Demands and Working Conditions

• Travel: Must be comfortable with travel. Up to 50% required.
• Office work: Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.