Job Description

Job Purpose

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

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 materials/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.

Business Accountabilities

• Utilize established financial systems to track budgets and highlight variances in order to manage and control specific cost variables.
• Support business case development, and monitor and review work undertaken across a number of small to medium scale projects or a large complex project in order to ensure appropriate use of materials, tools, equipment or resources and adherence to schedules.
• Provide advisory services to colleagues on a daily basis, by being focal point of contact, to ensure adherence to the company's risk and compliance processes.
• Research primary data sources, select relevant information, analyze key themes and trends to provide insights and segmentation and analysis and improvement of sales processes and effectiveness.
• Research best practice and review and analyze detailed business models to support senior management in developing and improving sales and distribution processes and systems.
• Assess complex customer/distributor issues and requests, evaluate their unique needs and apply technical techniques and know-how to recommend a solution.
• Advise senior management to support change through understanding and insight in order to have an impact on local business performance.
• Provide recommendations on activity and resource prioritization for channel development, and influence the design and implementation of standards and programs / campaigns to support business improvement / growth.

Performance Management Accountabilities

• Model behaviors that demonstrate commitment to corporate values.
• Provide input into performance management discussions of project team members
• Educate team members and business partners on area of technical expertise.
• Provide guidance and support for team members.
• Take action to manage own personal development and encourage others to do the same.

Education & Experience

• Bachelor’s Degree (or equivalent) and 3 or more years of experience in related field
• Previous experience in the insurance or financial services industry may be advantageous.

You are the heart & soul of Zurich! 

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? 

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. 

Let’s continue to grow together!

Job Requirements