PolicyPoint · 16 hours ago
Training Coordinator
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $70K/yrPolicyPoint is seeking a Training Coordinator to provide administrative and operational support to their Training department. This role involves coordinating training logistics, maintaining accurate records, and facilitating the execution of training programs for new hires and ongoing agents.
Insurance
Responsibilities
Collaborate with Sales Managers, Quality Assurance, and Member Services leadership to identify training needs, performance gaps, and optimal training timelines
Coordinate training schedules, nesting support, and sales enablement sessions
Schedule guest speakers and subject matter experts to enhance training programs
Send training reminders, instructions, and calendar communications to participants
Ensure training materials and environments (virtual and in-person) are properly prepared and accessible
Send onboarding and welcome communications to all new hires
Track trainee progress through onboarding, nesting, and sales enablement phases
Maintain records of certifications, compliance documentation, and training completion
Monitor training deadlines and follow up with managers regarding overdue requirements
Track certifications submitted to the Training inbox and maintain accurate records
Prepare and distribute regular completion, participation, and performance readiness reports
Collect and analyze agent feedback and training effectiveness data
Create, proofread, and maintain job aids, training guides, and Agent Sales Center resources
Organize and format training materials for clarity, consistency, and compliance
Support trainers during live sessions and serve as a co-facilitator when needed
Develop post-training reinforcement materials and follow-up activities
Conduct surveys or interviews to identify learning gaps and improvement opportunities
Identify trends in training performance, certification completion, and agent feedback
Recommend improvements to training processes, materials, and delivery methods
Track training-related expenses and prepare cost summaries for leadership review
Maintain organized documentation for audits, QA reviews, and internal reporting
Perform additional training-related administrative and operational duties as assigned
Qualification
Required
Administrative and operational support experience in a training department
Ability to coordinate training logistics and maintain accurate records
Experience in supporting new hire and ongoing agent training programs
Strong communication skills to ensure clear communication of training schedules and materials
Collaboration skills to work closely with Sales Leadership, Quality Assurance, Licensing, and Member Services
Ability to track trainee progress and maintain records of certifications and compliance documentation
Experience in preparing and distributing training reports
Skills in creating, proofreading, and maintaining training materials
Ability to organize and format training materials for clarity and compliance
Experience in supporting trainers during live training sessions
Ability to identify trends in training performance and recommend improvements
Experience in maintaining organized documentation for audits and internal reporting
Company
PolicyPoint
PolicyPoint is a leading health insurance brokerage specializing in Medicare Advantage.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase