Insurance Trainer

Insurance Consulting Firm seeking a full-time INSURANCE TRAINER About the agency:

Our agency was founded with one thing in mind: “Make Insurance Agents' days easier.” We’re seeing that our products and services are in a growing demand because of that belief.

We are a consulting firm with a team of 20 work from home (WFH) staff serving clients in the insurance industry. The majority of our clients generate between $1M-$10M annual revenue. They look to us to solve their technology and offshore recruiting challenges.

We communicate internally via Slack and on Zoom. We communicate primarily with clients by email, phone, slack and Zoom.

We have several departments with primary key players, but we all help each other to get the tasks done.

Currently we have 120 Virtual Assistants and are growing by 10+ each month.

What we are seeking in the ideal candidate:

This is a new role in our agency so, the ideal candidate characteristics have to meet our criteria and, we have laid everything out for you in this job post.

Must have 3+ years of Independent (Indy) P&C experienceDeep understanding of common CSR tasks: downloads, rating, documentation, etc.Ability to Schedule, Host, and Run Zoom meetings with small groupsAbility to create training material, power points, screen recordingsFamiliar with at least 2 of the below management systems

Ezlynx

AMS 360

Hawksoft

Nowcerts

Applied

QQ Catalyst

Hawksoft

Familiar with 5 of the following carriers

Safeco

Travelers

Progressive

Auto Owners

Eerie

Hartford

Grange

State Auto

Mercury

• Bonus points for training experience and knowledgeable in Learning management systems (LMS)If you feel like you're capable of excelling at the responsibilities for this position but don't meet the requirements above, we would still like to hear from you. Just explain why you would be a good fit for the position.

1st 90 days typical work week activity ratio:

40%: Develop Training Material

20%: Meetings

20%: Training

20%: Researching

Post 90 days typical work week activity ratio:

40%: Training

20%: Meetings

20%: Updating Training Material

20%: Researching

Responsibilities in this role:

Training Activity

You will spend your time managing our new VAs during their nesting phase.

You should comfortably lead Zoom meetings to instruct our VAs in Insurance CSR tasks. Such as but not limited to: Leaving notes in the Agency Management System, Checking downloadsMortgagee change requestsBillingTasks/suspenesAccordsQuote Preparation

Evaluate VA performance to gauge where skills are lacking.

Prepare learning materials for programs.

Develop onboarding programs for new employees.

Conduct & Report on surveys to gauge the effectiveness of programs.

Research new teaching methods.

Client Service and Retention Activity

Treat our Prospects, Clients, and team the way you want to be treated.

Onboard with VA and New clients. Create a plan and check in with the VA to ensure they’re understanding their tasks, look for areas for retraining.

Answer client inquiries about VA Training Status.

Our agency service level agreement (SLA) is to have a 4 hour response rate to all inquiries.

Investing energy into our VAs, helping them with their soft and hard skill enhancement.

Administration

Coordinate with the HR-PH reps to meet VA applicants

Update Applicant Status inside agency software.

Update training material as needed inside of Trainual.

Update department “how to’s” and SOPS as needed

Maintain, collaborate and store files inside our Google Share Drives.

Collaborate with the agency team members who handle other aspects of client projects. Inform them of your progress, hand off your completed portion so the other team members can finish their aspects.

Ownership of Agency Weekly meetings reporting on VA nesting statuses.

Seek improvement of skills through reviewing recorded content individually and in group settings. Stay current on market trends, and competition.

Create training programs to address skill gaps in employees.

Client Satisfaction Reporting

Did we meet our promised delivery date?

Any Hi’s and Low’s during the nesting phase or onboarding process?

Obtain client satisfaction rating

Seek grow from and incorporate client feedback and request into future behavior

Agency Software

Teachable, Learning Management System (LMS)

Keap (CRM) (update prospects, clients, applicants, and VAs here)

turboDial (phone system)

Zoom (Virtual Office.) We share screens all day, cameras on.

Slack (team chat)

Gmail (agency email software)

Google Drive (agency folder and document storage system)

LastPass (password software)

Compensation & Benefits

Starting annual salary of $70,000 USD

This full-time role is 40-hours per week

8 company holidays per year. New Years, 4th of July, Memorial, Labor Day, Veterans, Thanks Giving, Black Friday, & Christmas

10 days of paid time off (PTO) per year, accrued 1 PTO day every 208 hours (5.2weeks) worked

How-To Apply:

If you've read all the way down to this part and you are still interested, please email us at: austin+job@lavaautomation.com. Resumes and cover letters are mandatory, but we want to know WHY you are the perfect fit for this role. If you pay attention to detail, please write “HIRE ME” as the first words in your response to us. Failure to do this will result in us immediately deleting your application. Details are important! ☺

Candidates who succeed at this first request will be contacted for the next step in the interview process. Thanks and best of luck!

This is a remote position.