Trucordia
1001 - 5000 employees
Founded 1987
💼 Consulting
⚖️ Legal
📦 Logistics
Consulting • Legal • Logistics
Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.
Insurance Account Manager – Trainer
🕒 July 17
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Trucordia
1001 - 5000 employees
Founded 1987
💼 Consulting
⚖️ Legal
📦 Logistics
Consulting • Legal • Logistics
Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.
📋 Description
• Lead the learning and development programs for client service teams across platforms. • Lead the projects and training implementation of any new system or processes. • Partner with VP of Ops, ensuring alignment and consistency with the ongoing training of Trucordia’s defined client experience. • 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. • Provide coaching, guidance, and strategic direction to team leads and learning advocates across platforms, fostering collaboration and sharing of best practices, tools, and resources. • Manage and update the Client Experience Hub in MyTrucordia (SharePoint), with useful resources, and links to development information.
🎯 Requirements
• Strong experience with AMS360 and other insurance systems. • 2+ years of experience insurance account management (licensed preferred). • 2+ years of experience facilitating training for large groups, both in-person and virtually. • Strong knowledge of adult learning principles and instructional design. • Proficiency with Microsoft 365 and able to learn new systems quickly. • Ability to travel up to 30%.
🏖️ Benefits
• Medical • Dental • Vision • Life Insurance and AD&D • FSA / HSA • Accident & Critical Illness • Hospital Indemnity • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K
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