Trainer -US Insurance (P&C) (Udaipur)

Role & responsibilities Training Delivery - Deliver instructor-led (classroom/virtual) training on US/Canada insurance processes. - Train new hires and existing employees on Commercial and Personal Lines of Insurance. - Conduct refresher trainings and upskilling sessions based on business needs. - Ensure trainees achieve defined learning objectives and performance benchmarks. - Provide system-based training on Agency Management Systems (AMS) including Applied EPIC, Vertafore, EZLynx, and PowerBroker. Content Development - Develop and update training materials, SOPs, process documents, and job aids. - Create engaging learning content including presentations, case studies, and assessments. - Align training content with client requirements and internal process updates. - Prepare user guides and process documentation related to AMS platforms and insurance workflows. Training Needs & Performance Support - Conduct training needs analysis in collaboration with operations teams. - Identify knowledge gaps and recommend training interventions. - Provide floor support, coaching, and mentoring to improve team performance. - Support teams in understanding and navigating AMS platforms efficiently. Domain Expertise Support - Act as a Subject Matter Expert (SME) for US/Canada insurance processes. - Support teams in understanding underwriting, policy servicing, and insurance workflows. - Assist in resolving process-related queries and clarifications. - Provide guidance on workflows and best practices within Agency Management Systems. Assessment & Evaluation - Design and conduct assessments to evaluate trainee understanding. - Track training effectiveness using feedback, performance metrics, and KPIs. - Continuously improve training programs based on evaluation outcomes. Collaboration - Work closely with Operations, Quality, and HR teams to align training initiatives. - Support onboarding and induction programs for new hires. - Assist in interview assessments for candidates (domain evaluation, if required). Reporting Structure - Reports to: Training Lead / Operations Head - Works closely with: Operations Team, Quality Team, HR Preferred candidate profile Educational Qualification - Bachelors degree (mandatory) - Insurance certifications (preferred but not mandatory) Experience Requirements - 4-6 years of experience in US/Canada Insurance domain - Minimum 2-3 years of experience in training or coaching roles Hands-on experience in: - Commercial Lines (P&C;, BOP, Workers Compensation, Inland Marine, D&O;, etc.) - Personal Lines (Home, Auto, Flood, etc.) - Underwriting, policy servicing, or related insurance functions - Agency Management Systems (AMS) such as: - Applied EPIC - Vertafore - EZLynx - PowerBroker Core Competencies:- Domain Knowledge Strong understanding of US/Canada insurance processes: - Policy lifecycle (submission to issuance to servicing) - Underwriting basics - Insurance documentation and compliance - Agency Management System workflows and navigation Training Skills - Strong facilitation and presentation skills - Ability to simplify complex concepts for different audiences - Experience in creating training content and assessments - Familiarity with LMS, e-learning tools, or virtual training platforms Communication Skills - Excellent verbal and written communication - Strong interpersonal and stakeholder coordination skills Analytical Skills - Ability to identify training gaps and measure effectiveness - Basic understanding of KPIs and performance metrics Behavioral Competencies - Passion for teaching and knowledge sharing - Proactive and detail-oriented - Adaptable and open to feedback - Team-oriented team player Success Metrics (KPIs) - Trainee performance and certification scores - Training feedback and satisfaction scores - Reduction in process errors post-training - Speed to proficiency for new hires - Effective adoption and utilization of AMS platforms by trainees .