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Job Description Summary:
Advanced level position in which the incumbent manages the development and implementation of Commercial Insurance Audit Training materials for EXL new hire and existing Auditors in a manner that is consistent with company policies, procedures, and standards.
Essential Duties and Responsibilities:
- Responsible for the development, implementation, and delivery of training programs.
- Coordinates scheduling of recurring training programs and plans training events and activities for such programs.
- Manages content and delivery of established training programs, evaluates their effectiveness, and identifies areas of content or delivery for change that will improve the program’s materials and delivery.
- Communicates with management and employees to evaluate the effectiveness of existing training programs in meeting goals and objectives.
- Mentors trainees as per the Ramp plan before they are moved under the respective Area Manager.
- Ensures timely completion of all EXL mandatory compliance trainings.
Non-Essential Duties and Responsibilities:
- Monitors phone calls and emails, and responds in a timely manner.
- Performs other duties as assigned.
Required Knowledge, Skills, and Abilities:
- Must have the ability to manage a small training staff, interact with direct reports, and coordinate their activities as needed to fulfill company objectives.
- Must have strong communication skills and the ability to communicate technical, procedural, or theoretical insurance concepts to new hire trainees.
- Ability to organize and implement training regimens, including ongoing interaction and coordination of internal and external personnel to fulfill training objectives.
- Ability to manage the inventory and workload of the Trainee during the Trainee Ramp.
- Ability to multitask and handle time-sensitive urgencies.
- Must have basic knowledge in the use of computers and general office equipment.
Work Direction and/or Supervision Responsibilities:
Work Direction to Others:
- Perform coaching and mentoring work direction responsibilities.
- Coordinate and assign work for training staff, monitor project progress, and provide feedback and instruction on staff activities for accuracy and effectiveness.
Supervision of Others:
- Make hiring decisions for one direct report, prepare and conduct annual performance reviews, set expectations, and provide coaching and guidance.
Formal Education, Work Experience, and Certifications and Licenses:
Education:
- Bachelor’s degree in accounting, business, management, or insurance-related field, or equivalent experience.
Experience:
- At least four to five years of insurance premium auditing experience.
Certifications and Licenses:
- Required: None
- Preferred: PAAS TAP Certification, IIA APA designations should be pursued.
Working Conditions:
Work is performed in varying locations and conditions including:
- EXL Branch and Home Office locations
- Customer locations
- Insured’s work site
- Insured’s agent-broker office
- Hotel environment
Annual Salary:
$70K and 10% Annual Bonus
Physical Requirements:
Driving: Able to operate a motor vehicle up to 3 hours per day.
Travel: Travel on public transportation, including but not limited to public airlines, may be required up to 20 percent of the time.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Quality Assurance and Training
Industries
IT Services and IT Consulting and Insurance
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