TRAINER, LHIS

Overview

The Insurance Sales Trainer is a key role in the Lakeview Household organization. This individual will be responsible for delivering new hire training regarding insurance products, rating systems and agency processes. The Insurance Sales Trainer will also assist with the improvement of current processes, developing new processes and keeping sales and service team well-informed of changes to insurance carrier guidelines and availability.

• Responsible for development and delivery of new hire training.
• Creating, presenting, and/or offering courses related to sales training, negotiations, insurance-based process training, etc.
• Organize and develop training manuals, reference library, evaluation procedures and other educational materials.
• Assist Sales Managers and Sales teams with questions regarding systems, underwriting guidelines and other issues.
• Collaborative development, maintaining and delivering product and carrier specific training to sales agents.
• Responsible for development of process flows and approach on new Insurance Sales Strategies.
• Ensuring compliance of state required continuing education for all licensed agents.

• Must possess an ability to present on topics and/or speak with managers to help develop materials based on their feedback and needs.
• Executes well, meets/exceeds goals, drives continual improvement, and acts with urgency.
• Excellent organizational skills, customer service, verbal and written communication skills, and ability to quickly establish internal and external relationships.
• Effective time management skills, must be flexible and demonstrate the ability to change course quickly as needed.
• Ability to efficiently and accurately operate a personal computer using MS Office Suite (Word, Excel and PowerPoint).
• Demonstrated analytical and organizational skills.
• Must be able to work independently.

• 3 years of training or education experience.
• 3-5 years of Property and Casualty Insurance Sales experience.
• Strong PC skills (MS Office Suite).
• Applied knowledge of insurance regulations.

• Active Property and Casualty Insurance License preferred.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls.

The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand, walk, reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

Bayview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.