Insurance Account Manager Trainer

As a Client Services Learning Experience Manager, you will lead the learning and development programs for client service teams across platforms. Lead the projects and training implementation of any new system or processes. This role is responsible for partnering with VP of Ops, ensuring alignment and consistency with the ongoing training of Trucordia’s defined client experience, and on the insurance systems they use to do perform their daily duties.

Duties & Responsibilities:

• Serve as a subject matter expert on AMS360 and other systems and tools, overseeing training delivery for new users and newly integrated offices.
• Design and implement role-based 30-60-90-day onboarding programs for Client Managers and Client Advocates.
• Partner with platform operations leaders and central teams to assess learning needs and tailor training strategies aligned with company SOPs.
• Partner with Operation...

Ready to Apply?

Submit your application today and join our talented team at Trucordia.