Training Specialist

Fortegra • Richardson, TX

13d • Onsite

About The Position

The Training Specialist is a Level 1 training role supporting claims operations. This full-time, in-office position is based in Richardson, Texas. The specialist delivers established training content, supports associate readiness, assists with job aids, and reinforces claims policies and procedures. The role works under the guidance of leadership or senior training team members and escalates complex training or performance concerns as needed.

Requirements

• High school diploma and at least two years of college, or an equivalent combination of education and experience.
• At least two years of experience in training or a related operational role.
• Exposure to training, coaching, or peer support.
• Effective verbal and written communication skills across multiple audiences and organizational levels.
• Ability to coach, influence, and support associate development without direct supervisory authority.
• Comfort presenting and facilitating training sessions for groups of up to 20 participants.
• Strong analytical and problem-solving skills, including the ability to translate information into clear, actionable guidance.
• Ability to organize, document, and accurately maintain training- and performance-related data.
• Proficiency in Microsoft PowerPoint, Excel, and Outlook.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Willingness and ability to travel occasionally as business needs require.

Nice To Haves

• Bachelor’s degree in a related field.
• Basic understanding of claims processes, policies, or call center operations.

Responsibilities

• Deliver onboarding and foundational training for new and existing associates using established materials.
• Train associates in claim policies, procedures, and basic claim handling expectations.
• Provide system and tool training using guidance and structured content.
• Explain basic workflows, team structures, and processes to support understanding of operations.
• Support readiness assessments through call monitoring, claim reviews, and knowledge checks.
• Provide day-to-day coaching and reinforcement of standard processes and best practices.
• Help identify training gaps and escalate trends to leadership or senior trainers.
• Support maintenance of training materials, job aids, and documentation.
• Track training completion and participation metrics.
• Periodically participate in projects, reports, documentation, tasks, or objectives as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED