Training Specialist bei Bbinsurance

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

SUMMARY:

This position is responsible for training and coaching new hires and existing teammates on Lender Solutions departmental tasks and procedures.

Essential Duties and Functions: include the following.  Other duties may be assigned.

• Conduct training classes on PLP systems and processes, whether a new hire class of newly started team members, or a continued development course for existing staff.  This position requires the ability to lead classroom style and one-on-one training discussions for extended periods of time on a regular basis.

• Provide training communication and reporting on any training completed, as well as complete a summary of topics learned and recommendations for follow-up and improvements.

• Delivery of departmental rules and expectations to new persons in an exacting manner.

• Assist in developing and updating Quality Control Standards to assure that all processes within Proctor Loan Protector maintain an excellent quality rating.

• Suggest process improvement to management

• Create new / edit existing training documentation and key training tips for new and existing staff / Coach staff on process updates

• Works to ensure that our processes remain in compliance with regulations and our client expectations. 

• Monitor random sampling of all data entry and provide error feedback to managers for coaching and mentoring of staff.

• Demonstrate high level of knowledge of all processes within the departments trained.

• Research errors for root cause analysis.

• Understand all insurance requirements for both residential and commercial tracking

• Strong Communication capacity with clients and leadership; clearing issues working deficiencies and tracking policies

• Maintain superior levels of quality and production metrics.  Ability to take on more responsibility as needed, including additional classes, audits, and other support functions.

• Back-up existing staff as needed

Competencies:

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently. 

• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things. 

• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates excellent presentation skills.

• Written communication—the individual excels in the area of editing, spelling and grammar, presents numerical data effectively and is able to read and interpret written information at a high level.

• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.  

• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events. Adopts new procedures quickly and efficiently as part of their knowledge sharing skillset.

• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

• High School Diploma/GED

• Proficient with MS Office– specifically Word and Excel

• Superior verbal and written communication skills, demonstrated in previous roles.

• Strong insurance knowledge

• Strong analytical skills 

• Mastered more than one process

• Ability to resolve and addresses issues

• Low error rate

• Meets production metrics

• Knowledgeable in Residential and Commercial Tracking

• Attendance/Quality/Production must meet or exceed PFI standards

Preferred:

• Associate’s or Bachelor’s degree in a business or financial related discipline

Physical Requirements Necessary on a Regular Basis:

• Repetitive motion. Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.

• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

• Vision sufficient for use of a computer monitor.

• Sedentary work. Ability to sit at a desk 7-8 hours per day.

• Worker not substantially exposed to adverse environmental conditions

Pay Ranges:

Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more.  We offer competitive pay while still allowing for compensation growth within the position and company.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

EEO Statement:

The above statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Proctor Loan Protector provides equal employment opportunities (EEO) to all employees and applicants including Veterans and those with disabilities.  

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.