Reporting directly to the L&D Trainer (Manager), your primary responsibility is to oversee and set the training plan and goals across the organization. Your understanding of our employee roles will be critical to identify training and education gaps, research internal and external solutions, and schedule fulfilment. Working closely with the Learning & Development department, you will assist our team to build learning and development programs that improve the efficiency of staff and contribute to their professional development and career goals.
ESSENTIAL FUNCTIONS
Employee Onboarding & Training Plans
- Analyze training needs for the various branches, roles and identify performance improvement opportunities.
- Collaboration with department leads to design, develop, and maintaining the annual training plan across all brands in the organization to ensure professional compliance with the Alberta Insurance Council.
- Deliver basic software training for new employees.
- Using data gathered on the education and training gaps within the organization, research solutions for the annual training plan that meet the educational and professional needs of both sales and service employees.
Employee Licensing
Awareness of the annual licensing requirements as defined by the Alberta Insurance CouncilOversee the annual renewal of all agent licenses within the timeframe established by the Alberta Insurance CouncilAwareness of the licensing requirements for interprovincial insurance licensesMaintain and improve the process to identify the need for, and acquisition of, interprovincial licensesProvide onboarding and supervise the acquisition of Level 1 licenses for employees who are new to insuranceOversee and supervise the offering of Level 2 programming for employeesContinuing Education
Create an annual training plan that provides Continuing Education (CE) content that is relevant, improves employee efficiency and productivity, and fulfills annual licensing requirements, as requiredAwareness of the education pathways to achieve common insurance designations ie. CAIB, CIPRegister employees for continuing education classes as needed.Track and report on all continuing education costs by employee and branchLearning & Development Programs
Build and maintain relationship with external education providersAssist with the updating and maintenance of existing programs to ensure they are accurate and up to dateAssist with the implementation of the new Learning & Management System (LMS), once a provider has been selectedAdminister the LMS for all employeesSupport department projects and identify ways to enhance training effectiveness.Issue Continuing Education (CE) certificates and track acquisition of CE hours across the agencyDUTIES AND RESPONSIBILITIES
Assisting with developing and communicating a substantive professional development curriculum.Developing a knowledge management plan to promote data literacy and enable knowledge sharing and collaboration within CMB across geographies.Consolidating all the training and communications in a single knowledge management systemAssisting in the Company’s ongoing development through identifying organizational and role specific training needs, delivering programs which enhance the Company’s overall capability.Identifying and implementing training methods and criteria which identify successful delivery and receipt of training.Preparation and ongoing administration of workflows and procedures as needed.Producing training materials for in-house courses.Consider the cost and return on investment of any planned training or development programs and ensuring that these costs adhere to defined budgets.Carrying out all other reasonable requests in pursuit of continuous improvement.Performing periodic and regular quality assessments and identifying compliance issues, concerns, and deficiencies.Preparing compliance reports to present to management.CMB TEAM SUPPORT
Be familiar with and follow company policies and procedures as established (Employee Handbook, policies and procedures, etc.)Take all steps to avoid, and report to leadership, any potential Errors & Omissions or bad debt situationsDemonstrate good leadership qualities with a positive attitude and ability to motivate othersOther related duties as requiredKNOWLEDGE, EXPERIENCE & SKILLS :
1 or more years’ experience working within an insurance organization or an education facility.Alberta Level 1 General Insurance LicenseAbility to work independently, consistently shows initiative, confident communicator, and possesses strong critical thinking skills.Detail oriented and proficient with MS Office tools, project management software and data governance.A team player attitude that demonstrates initiative, is resourceful and helpful to others, and who is more concerned with the organization’s success than personal accolades.This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
