Digital Learning & Agency Transformation Lead

Purpose

To identify and analyze training needs and provide training to agents and-or other business customers to ensure legal and licensing compliance.

Nature of Work

Key Accountabilities

• Manage the function that provides training to agents and-or other business customers.
• Identify and analyze training needs.
• Design, develop and deliver a wide spectrum of training solutions, including on-line training and webinars.
• Conduct analysis of the effectiveness of training interventions and prepare documentation-presentations on the outcomes of training.
• Work with Underwriting to ensure compliance with underwriting guidelines and audits.
• Work with customers when needed to follow proper licensing procedures.
• Manage the development and distribution of material brochures.
• Enhance business through consulting with key customers.
• Ensure the successful completion of projects by maintaining continuing dialogue with business unit sponsors during implementation of major projects.
• Diagnose and develop expert recommendations to solve unique business unit and customer problems.
• Lead complex technical or long-term (over 6 months) business projects to implement new or changed systems, programs or products.
• Investigate, recommend and implement leading edge technical solutions when they meet customer needs.

Performance Management and Accountabilities

• Demonstrate commitment to corporate values.
• Take accountability for participating in the performance management cycle.
• Take action to improve performance on the job.
• Assist and support co-workers.
• Take action to manage own personal development.

Skills

Functional Skills

• Knowledge of Product Line - Proficiency Level 2
• Knowledge of Sales Channels - Proficiency Level 2
• Sales Support & Administration - Proficiency Level 3
• Understanding Customer Needs - Proficiency Level 2
• Portfolio Management (UWR) - Proficiency Level 2
• Customer Centricity - Proficiency Level 2

Cross Functional Skills

• Business Acumen - Proficiency Level 2
• Change Management - Proficiency Level 2
• Customer Service - Proficiency Level 2
• Effective Communication - Proficiency Level 2