JD | Insurance, BFSI - Training Lead (TL)
Job Summary -
Responsible in overseeing the over-all performance of the aligned accounts and provides direction to team members directly reporting to him/her in all aspects of Training including planning/design, implementation, reporting, and evaluation of all Training processes. He/she provides guidance in the development, implementation, analysis, evaluation of policies and procedures that render effective and efficient world-class service to Insurance clients as evidenced by excellent Customer Satisfaction, Employee Satisfaction.

Duties and Responsibilities

- Develop, update, and manage training programs for the account and collaborates with BFSI team on instructional design, content, projects, etc.
- Facilitate or co-facilitate trainings for new and existing resources using a variety of instructional techniques formats.
- Drive Domain across accounts in India teams.
- Actively participates in Due Diligence and transitions calls for new & existing scope of work.
- Manage coaching sessions with trainees and supervisors to achieve high performance levels.
- Works with quality assurance in monitoring resources while processing cases to provide appropriate coaching to ensure consistent procedures and standards, and overall partner performance to maximize customer satisfaction.
- Manage training administration to include training enrolment and class assignments, course evaluations and tests and develop appropriate reporting to manage program effectiveness.
- Assess and or adapt both current and new training needs to adapt to organizational changes and business needs.




- Work very closely with team members to solve process problems.
- Provide recommendations on any matters relating to improving the process.
- Manages knowledge base (which includes upkeep of training materials and records, finding innovative training methods etc.)
- Supports & designs ongoing and long-term improvement projects for career development.
- Documents all business-related employee interactions.
- Reviews and analyses reports, records, and data to meet and exceed customer and company objectives.
- Collaborates with all workgroups to resolve issues that impact internal and external Customers.
- Establishes operational priorities and strategies to meet and exceed business goals and Objectives.
- Effectively conduct meetings.

Relationship

- Interpersonal Communication - Partners with Account Leads and employees across the organization for a meaningful understanding of their requirements; and effective delivery of these
- Customer Service Orientation - Maintains and advocates a cheerful and positive attitude, ensuring that a welcoming environment is established and consistently projected.
- Relationship Building - Establishes relationships and networks across a broad range of people and groups both internally and externally.
- Teamwork and Cooperation - Works well with others towards achieving desired results,



clarifies goals and roles and initiates clarification and conflict resolution.

Desired/Preferred Qualifications

- Must have a bachelors degree in any stream.
- Certifications from The Institutes is added advantage.
- Knowledge of Property & Casualty
- Good critical and analytical thinking skills
- Effectively meets strict deadlines.
- Detail oriented and possess good organization skills.
- Effective written and oral communication skills and be able to maintain confidentiality.
- Demonstrated PC knowledge including Windows, MS Applications - Microsoft Word, Excel, and Outlook.
- Able to work rotational shifts with adherence to schedule a must, including evenings, weekends and overtime as necessary.
- Willingness to render extended hour/s as the need arises.
- Experienced as a Training SME and Trainer for 6+ years (Out of 6+ years, core trainer 4+ years).
- People Management experience- preferably handling a team of trainers, SMEs or quality reviewers/analyst.
- Can work independently in a team setting.
- Takes initiative and proactively seeks quality solutions through continuous improvement.
- Experience working with customers & Handling Escalations

Valid PAN Number - _____________________(Why PAN Required > Mandatory to Process Candidature & Find Duplicity in Internal PAN Validation Process and also to initiate a screening call

Please reach out in case of any queries.

Sonali Chattopadhyay I Associate People Success Orcapod Consulting Services Pvt Ltd. Email I

[email protected]

www.orcapodservices.com

(phone hidden)

📌 Trainer / BFSI (Hyderabad)
🏢 Orcapod Consulting Services
📍 Hyderabad