Quality Assurance and Training Coordinator - Personal Lines

Baldwin Group Colleague•Charlotte, NC

13d

About The Position

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Quality Assurance & Training Coordinator will serve as a Subject Matter Expert in their business area, responsible for organizing, delivering (or facilitating the delivery of) business segment specific training for new and existing colleagues. They will act to build strong relationships to gain insight into training needs and ensure training accessibility to all colleagues. This role will collaborate with the Quality Assurance & Training Leader and Instructional Designer to create training materials, provide ongoing training on systems, processes, and tools, and coordinate with appropriate outside resources to conduct training classes and create resources. The Quality Assurance & Training Coordinator also maintains the repository of resources, ensuring the most up-to-date versions are easily accessible and old versions are archived, and provide continuous improvement of learning opportunities to ensure maximum development of all colleagues of the firm.

Requirements

Thorough knowledge of all parts of varying workflows and how they function together.
Strong communication, presentation, and facilitation skills.
Strong ability to influence others.
Skilled in critical and analytical thinking, active listening, assessment skills.
Strong attention to detail and awareness to the big picture.
Ability to self-start with strong sense of ownership.
Ability to work autonomously and as part of a team.
Ability to work with diverse demographics and a multi-generational workforce.
Excellent ability to multi-task, problem-solve, follow up, and adhere to deadlines.
Proven ability to interact professionally, patiently, and courteously with all colleagues.
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Associate Degree or Technical/Trade School required
3 years in personal lines is required
Experience managing and implementing training programs and/or Project Management.
Experience developing and delivering content and curriculum with ability to accommodate all learning styles.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary

Nice To Haves

Undergraduate/Bachelor's Degree preferred

Responsibilities

Develop, implement, and evaluate technical training content, programs, and materials for new and existing client experience colleagues to ensure accuracy, consistency, and compliance with agency workflows, systems, and operational practices.
In collaboration with the QA & Training Leader, manage and facilitate the curriculum, delivery, satisfactory completion, and assessment of training initiatives including business segment specific training for new and existing colleagues.
Provide continuous improvement of learning opportunities to ensure maximum development by staying informed regarding insurance technical knowledge and market trends, improve agency efficiency through implementation of processes, automation, and data-integrity workflows through practical use of current and upcoming agency management tools, and other operating techniques; develop, implement, and evaluate training content and materials.
Maintain the repository of resources for use by colleagues within the business segment, including organizing resources, adding new resources, updating outdated materials, and archiving materials no longer in use.
Identify themes, patterns and solutions for recurring training issues or deficits.
Collaborate with the Instructional Designer and L&D team in the development of firm-wide learning solutions.
Provide ongoing support for the overall Learning & Development team through varying tasks and work sets as needed, including maintaining the Intranet with learning resource library

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