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The Baldwin Group · 4 weeks ago

Quality Assurance and Training Coordinator - Personal Lines

Charlotte, North Carolina, US

Full-time

Onsite

Mid Level

3+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management services. The Quality Assurance & Training Coordinator will be responsible for organizing and delivering training for colleagues, maintaining training resources, and ensuring continuous improvement of learning opportunities.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Develop, implement, and evaluate technical training content, programs, and materials for new and existing client experience colleagues to ensure accuracy, consistency, and compliance with agency workflows, systems, and operational practices

In collaboration with the QA & Training Leader, manage and facilitate the curriculum, delivery, satisfactory completion, and assessment of training initiatives including business segment specific training for new and existing colleagues

Provide continuous improvement of learning opportunities to ensure maximum development by staying informed regarding insurance technical knowledge and market trends, improve agency efficiency through implementation of processes, automation, and data-integrity workflows through practical use of current and upcoming agency management tools, and other operating techniques; develop, implement, and evaluate training content and materials

Maintain the repository of resources for use by colleagues within the business segment, including organizing resources, adding new resources, updating outdated materials, and archiving materials no longer in use

Identify themes, patterns and solutions for recurring training issues or deficits

Collaborate with the Instructional Designer and L&D team in the development of firm-wide learning solutions

Provide ongoing support for the overall Learning & Development team through varying tasks and work sets as needed, including maintaining the Intranet with learning resource library

Qualification

Training program managementContent developmentPersonal lines experienceMicrosoft Office SuiteAnalytical thinkingMulti-taskCommunication skillsAttention to detail

Required

Associate Degree or Technical/Trade School required

3 years in personal lines is required

Experience managing and implementing training programs and/or Project Management

Experience developing and delivering content and curriculum with ability to accommodate all learning styles

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Ability to learn any other appropriate program or software system used by the firm as necessary

Thorough knowledge of all parts of varying workflows and how they function together

Strong communication, presentation, and facilitation skills

Strong ability to influence others

Skilled in critical and analytical thinking, active listening, assessment skills

Strong attention to detail and awareness to the big picture

Ability to self-start with strong sense of ownership

Ability to work autonomously and as part of a team

Ability to work with diverse demographics and a multi-generational workforce

Excellent ability to multi-task, problem-solve, follow up, and adhere to deadlines

Proven ability to interact professionally, patiently, and courteously with all colleagues

Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

Preferred

Undergraduate/Bachelor's Degree preferred

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees