Technology Solutions Trainer

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Oversee the broker experience throughout both the new build and renewal processes.

• Collaborate effectively with both internal and external stakeholders.

• Offer technical training and support as needed.

• Assess client needs to suggest suitable technology solutions.

• Participate in process improvement initiatives while ensuring a high level of customer service.

• Conduct initial training and intake meetings with sales, brokers, and BenAdmin to discuss the essential information for carrier installations.

• Collect any missing information, identify challenges, set realistic expectations, build trust, provide additional training if necessary, and foster relationships with brokers.

• Boost sales in assigned markets and refine the company’s current strategies by showcasing a comprehensive understanding of all technology product offerings.

• Adapt training styles to suit the capabilities of the target audience during regular client trainings and demonstrations.

• Evaluate clients' business requirements and pain points, addressing them through the promotion of available technology solutions.

⛳️ Requirements

• A degree in a technology-related field or a high school diploma/GED with 3-4 years of experience in technology software is required.

• Exceptional verbal and video presentation abilities.

• A positive attitude towards customer service, being solution-oriented and capable of handling ambiguity.

• Ability to communicate professionally and clearly, as well as compose concise and professional correspondence and response letters/emails to both internal and external clients.

• Capability to work collaboratively in a team setting and develop strong cross-functional relationships.

• Proficient PC skills, including expertise in MS Office products and web browsers.

• Skilled in conducting technical product demonstrations and training sessions on a regular basis.

• Proven ability to quickly learn new systems, applications, and technologies.

• Demonstrated capability to manage workload across various stages of process management.

• Effective time management skills to meet deadlines.

• Excellent research and problem-solving skills with a strong attention to detail.

• Ability to maintain a regular business cadence to organize workload, priorities, and activities in a timely manner.

• A minimum of three years of relevant experience in areas such as 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 matching.

• Generous paid time off programs, including company holidays, vacation, sick days, and new parent leave.

• Restricted stock units and/or a deferred compensation plan.