Technology Solutions Trainer
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Job Description
Technology Solutions Trainer at CRC Benefits managing the broker experience throughout build and renewal processes. Collaborating with stakeholders and providing technology training and support in a remote role.
Responsibilities:
- Manage the broker experience throughout the new build and renewal process
- Collaborate with internal and external stakeholders
- Provide technical training and support
- Analyze client needs to recommend appropriate technology solutions
- Contribute to process improvement initiatives and maintain high level of customer service
- Conduct initial training and intake meetings with sales, brokers, and BenAdmin to review necessary information for carrier installations
- Gather missing information required, identify obstacles, set appropriate expectations, establish trust, offer additional training if needed, and build a relationship with broker
- Enhance sales for assigned markets and improve current strategy of the company by demonstrating a working knowledge of all technology product offerings
- Demonstrate adaptive training styles to target audience’s capabilities during regular client trainings and demos
- Analyze clients’ business needs and pain points and address them through promotion of technology solutions available
Requirements:
- Degree in technology-based field or HS diploma/GED with 3-4 years working with technology software required
- Outstanding verbal and video presentation skills
- Positive attitude toward customer service (solution oriented and ability to deal with ambiguity)
- Ability to professionally articulate clearly and conversationally, and compose clear, concise, professional correspondence and response letters/emails to internal and external clients
- Ability to work in a team environment and build strong cross functional relationships
- Competent PC skills, proficiency in MS Office products and web browsers
- Proficient in conducting technical product demo/training sessions on a regular basis
- Demonstrated ability to easily learn new systems, applications, and technology
- Demonstrated ability to manage workload in many stages of process management
- Ability to manage to deadlines effectively
- Excellent research and problem-solving skills with strong attention to detail
- Demonstrates ability to follow a regular business cadence to organizing their workload, priorities, and activities in a timely manner
- Minimum of three years related experience in fields of Insurance, BenAdmin, broker agency, carrier and benefits insurance
Benefits:
- Access to medical, dental, vision, life, disability, and AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Generous paid time off programs including company holidays, vacation and sick days, new parent leave
- Restricted stock units and/or a deferred compensation plan
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