Commercial Lines Trainer

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

The Commercial Lines Trainer, in conjunction Co-Trainer, is responsible for training new employees and supporting the continuous education of existing employees on HUB’s workflows and procedures using Applied Epic and CSR24 management systems.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Facilitating the onboarding all new Commercial Lines Employees on their first day
  • Introduction to their teams/units
  • Introduce and familiarize new hire with Key Regional Personnel (i.e. President, Practice Leader, Operations Director, Technology Leader, etc.)
  • Introduction to Computer Systems and some settings configurations in various programs
  • Navigation and Onboarding Support to ensure employee completes all Day 1 Requirements
  • Travel may be required where reasonable
• Develop customized training agenda based on assessment of the employees existing knowledge and capabilities, using regional workflows and HUB approved online curriculums
• Communicate new employee goals, timeline, and expectations to Management and Team Leads
• Provide comprehensive training of all HUB Policies, Procedures, Broker Standards, and EPIC workflows for new employees during their first 90-days or until training completion
• Provide regular updates to Management and Team Leads during the new hire probationary period
• Use existing file system to maintain training checklists and document new hire files daily with all communications
• Update training materials & SOP’s to include changes and new features, upgrades, and functionalities as they occur
• Generate activity reports from EPIC and provide feedback for all new hires and upon request from management
• Assist in enrolling, tracking and reviewing new CSR training in TotalCSR
• Distribute and provide additional training and development opportunities in conjunction with the HUB Learning & Development Team (The Institutes, WebCE, The National Alliance, Total CSR)
• Host Virtual Trainings Regularly on various topics – i.e. EPIC; Broker Standards, and Procedures that affect the P&C Teams
• Provide training as needed for all employees upon request and during Performance Improvement Plans
• Provide support to employee daily questions & issues regarding EPIC
• Coordinate with other Operations Team Members regarding employee login requests, EPIC Access Request, and EPIC and Power BI Reports
• Participate in the Change Champion Collective Calls to stay abreast of upcoming changes throughout the organization and communicate key dates, training modules, and Sharepoint sites to all employees
• Stay abreast of all new programs, improvements, and classes offered by the TechOps Learning & Change Team as well as the Learning & Development Team
• Backup teams/units servicing staff when necessary
• Provide assistance to Central Billing Unit and Operations Team as necessary
• Assist in completing the Annual Corporate Audit for our Region

REQUIREMENTS:

Travel:  

• Occasional travel to Offices for meetings with New Hires, Refresher Trainings, and upon management request. Virtual training and onboarding is supported when travel is not possible.
• Occasional travel to a newly acquired offices for training and EPIC Go-Live support. (Approximately 1 week a quarter.)

Experience:

• At least 2 years insurance experience
• Applied/EPIC Experience Preferred
• Property and Casualty License
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe Acrobat

Job Requirements:

• Excellent written and verbal communication skills
• Ability to effectively present material and information on-site and virtually
• Excellent organizational, time management, and multi-tasking skills
• Ability to work independently and with team members
• Strong work ethic, positive attitude, and willingness to assist others
• Attention to detail

Department Business OperationsRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

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