National Accounting Center Operations Training & Support Lead

National Accounting Center (NAC) Operations Training & Support Lead

We are seeking a dedicated and experienced National Accounting Center (NAC) Operations Training & Support Lead to drive training and support initiatives for our Operations team at a leading global insurance brokerage firm. This role is critical in ensuring the success of key accounting functions, including Billing, Surplus Lines, Accounts Receivable, and Accounts Payable, by developing and delivering effective training programs, managing e-learning platforms, and providing hands-on support during system implementations and process changes.

Key Responsibilities

• Training Development & Delivery:
  Design and develop training materials, including manuals, presentations, e-learning modules, and job aids, tailored to the needs of the Operations team.
• Collaborate with subject matter experts (SMEs) in Billing, Surplus Lines, Accounts Receivable, and Accounts Payable to ensure training content is accurate, relevant, and compliant with regulatory requirements.
• Deliver training programs across various formats, including in-person, virtual, hybrid, and e-learning sessions, ensuring content is engaging and accessible to diverse learning styles.
• Continuously evaluate and update training materials to reflect changes in processes, systems, and industry standards.
• E-Learning Program Management:
  Develop, implement, and maintain e-learning programs using industry-standard tools.
• Track employee participation and completion rates for e-learning modules, providing follow-up support and reporting metrics to leadership.
• Ensure e-learning content is optimized for various devices and platforms to enhance accessibility and engagement.
• Go-Live Support:
  Provide hands-on support during go-live implementations for new systems, processes, or updates, ensuring a smooth transition for the Operations team.
• Act as the primary point of contact for troubleshooting and resolving issues during go-live periods.
• Monitor and assess the effectiveness of training and support during go-live and provide additional coaching or resources as needed.
• Collaboration & Communication:
  Build strong relationships with Operations leadership, IT teams, and other stakeholders to ensure alignment between training programs and organizational goals.
• Communicate effectively with stakeholders to provide updates on training progress, challenges, and successes.
• Represent the National Accounting Center in cross-functional meetings and initiatives related to training and support.
• Performance Evaluation & Reporting:
  Develop metrics to measure the effectiveness of training programs, e-learning sessions, and go-live support, and their impact on operational performance.
• Prepare detailed reports summarizing training outcomes, team performance, and recommendations for improvement.
• Use data-driven insights to continuously refine training and support strategies.

About You

Required:

Bachelor's degree in organizational development, human resources, business, or related field. 5+ years directly applicable experience in insurance or financial brokerage. Proficient in developing and following individual work plan(s). Strong written and verbal communication skills. Proficient in using MS Office applications with key strengths in PowerPoint, Visio, and Project. Up to 60% travel, with specific area of travel being within assigned region and at times, travel to Gallagher headquarters.

Preferred:
Bachelor's degree in Accounting, Business Administration, Education, or a related field. Minimum of 5 years of experience in accounting operations, training, or a related role within the insurance or financial services industry. Proven experience in developing and delivering training programs, e-learning content, and go-live support for accounting functions such as Billing, Surplus Lines, Accounts Receivable, and Accounts Payable. Experience with accounting systems and software commonly used in the insurance industry.

Certification in instructional design, adult learning, or training delivery (e.g., CPTD, ATD). Familiarity with Surplus Lines regulations and compliance requirements. Ability to travel up to 40%, with specific area of travel being within assigned region and at times, travel to Gallagher headquarters.

Skills and

Competencies:

Strong knowledge of accounting principles, insurance brokerage operations, and regulatory requirements. Proficiency in instructional design and facilitation, with the ability to create engaging and effective training materials and…