US Insurance- Training Manager

Job Description

We are looking for an experienced and dynamic Training Manager to lead the Learning & Development function for our US Insurance operations. The ideal candidate will have 5-7 years of experience in the US Insurance industry. The individual will be responsible for designing, implementing, and managing training programs that enhance employee performance, ensure process excellence, and improve client satisfaction.

Candidates with expertise in Certificate of Insurance (COI) processes, Commercial Lines, Personal Lines, Policy Checking, Endorsements will be highly preferred.

Requirements

Key Responsibilities

• Develop and execute comprehensive training strategies for US Insurance operations, including process training, refresher programs.
  
• Design and deliver training programs for:
  • Certificate of Insurance (COI)
    
  • Commercial Lines
    
  • Personal Lines
    
  • Claims Processing
    
  • Quote Preparation
    
  • Endorsements
    
  • Conduct Training Needs Analysis (TNA) and develop learning interventions based on business requirements.
    
  • Create and maintain training materials, SOPs, process guides, e-learning modules, and assessment tools.
    
  • Evaluate training effectiveness through assessments
    
  • Collaborate with Operations, Quality, HR to identify knowledge gaps and implement improvement plans.
    
  • Promote a culture of continuous learning, knowledge sharing, and operational excellence.
    

Required Qualifications

• Bachelor's degree in Business Administration, Commerce, Finance, Insurance, or a related field.
  
• Strong understanding of US Insurance processes
  
• Experience in designing instructor-led training programs.
  
• Proven experience managing training teams and driving learning initiatives.
  
• Excellent verbal and written communication skills.
  
• Hands-on experience with Agency Management Systems:
  • AMS360
    
  • Applied Epic
    
  • Sagitta
    
  • EZLynx
    
  • HawkSoft
    
  • Image Rite
    
• Experience with insurance carrier portals and comparative rating applications.
  

Requirements
Minimum of 5 - 10 years of experience in the BPO industry. Strong verbal and written communication skills. Excellent organizational and evaluation abilities. Ability to multitask and prioritize critical functions. Strong interpersonal skills and a collaborative team player. Excellent communication and customer service skills.