Training & Workflow Specialist

Description

The Liberty Company Insurance Brokers is in the search for a talented AMS360 and ImageRight trainer. If you are the guru that everyone goes to for assistance and you are looking for a career change from an Account Manager to the training department, this is your opportunity!

Position Summary:

Responsible for training new employees and converting partners on the Liberty agency management systems. Provide
additional systems and insurance training to employees as appropriate. Perform audits to ensure compliance with
Liberty SOPs and workflows.
 

Essential Duties, Responsibilities, and Expectations include the following:
· Deliver Liberty Agency Management System training to new hire and converting partner staff virtually or in-
  person.
· Manage Training Inbox for training requests.
· Manage post conversion training support chats.
· Coordinate post conversion training with partnership agencies to address any issues or concerns.
· Educate and train all applicable employees on new or revised workflows when needed.
· Conduct audits to identify trends for additional training needs.
· Provide additional systems and insurance training when needed.
· Demonstrate proficient working knowledge of day-to-day insurance business processes/workflows. Ability to
relate the business processes to system workflows.
· Demonstrate proficient knowledge in: Reports, Microsoft Word, and Microsoft Excel. Function as a
   resource to management, production, and service staff when report needs arise.
· Development and maintenance of the Liberty Applied and Vertafore Training Programs including, but not limited
  to, facilitator guides, handouts, Liberty Learning Management System content, Scribes, and additional training
  calls.
· Development and maintenance of new/improved Liberty workflows, to ensure the highest level of customer
  service, efficiency, and automation utilization.
· Participate in special projects as assigned.
· Other duties may be assigned as Liberty needs evolve.
· Work independently or collaboratively with minimal supervision.

Qualifications

Competencies
To perform the job successfully, an individual should demonstrate the following competencies: Collaboration,
Professionalism, Strong Communication, Adaptable, Self-Motivated, Strategic Thinker, and Project Manager.
 

Travel Requirements
Travel may be required to vendor functions. In addition, travel may be required to branch locations for
initial and/or ongoing training where virtual training is not an option.
 

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The
requirements listed below are representative of the knowledge, skill, and/or ability required.

Promoting Peace of Mind for All. 

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together. 

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. 

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.