PL Service QA-Training Coordinator

Why Zander?
Your work at Zander can change lives. Perhaps your own. This wouldn't be just another job, nor just another career path. Zander Insurance is a vehicle for personal and financial growth via our belief that every employee should share in the success of the agency by supporting an ownership mindset via our 'Employee Stock Ownership Plan'. When you join Zander Insurance, you automatically begin investing in your future (without having to purchase shares) since shares are awarded for simply being a team member. We are 49% employee owned, many of whose shares are valued at over $1M. Are you ready to become an owner and change your life?

RESPONSIBILITIES:

• Assist in coordinating and providing comprehensive training within various PL categories for all new hires and provide continuous education to existing employees with an emphasis on quality.
• Ensure availability to provide live, hands-on support to agents for any questions or assistance they require to overcome challenges and roadblocks.
• Own and administer the organizational duties on all company insurance management systems.
• Understand and support the KPI’s/metrics within the department, producing reports, timelines, and graphics to communicate expectations and progress to the leadership team.
• Maintains and ensures proper and accurate documentation, ie training records, materials, checklists.
• Lead workshops on various topics, such as – new workflows, programs, and refresher courses.
• Learn new software programs, workflows, and develop training material as required.
• Collaborate with new/existing employees, team leaders, various departments, and the leadership team.
• Effectively communicate the regulatory aspect of insurance and billing information to agents, policy holders and third parties, in a cohesive manner.
• Other duties as assigned.

KNOWLEDGE, SKILLS & ABILITIES:

• Excellent written and verbal communication skills.
• Ability to effectively present material and information on-site and virtually.
• Excellent organizational, time management, and multi-tasking skills.
• Ability to work independently and with team members.
• Strong work ethic, positive attitude, and willingness to assist others.
• Attention to details.
• Strong computer skills, with the ability to type 45 wpm, proficiency in MS Office, and basic knowledge of insurance management systems and ticketing systems.
• Strong problem-solving, quantitative, and analytical abilities.
• Must be proactive and results driven.
• Must be able to thrive in a fast pace working environment.
• Must have the “Heart of a Teacher”.
• Must be detailed oriented and process driven.
• Must be flexible, willing, and able to come in office any day of the week.
• Must have a proven track record of good attendance and performance.

MINIMUM POSITION QUALIFICATIONS:

• Property and Casualty license
• Must have 2+ years of Property & Casualty experience, having developed a deep understanding of insurance quoting tasks.
• 1+ year of experience specifically with EZLynx and working knowledge of at least 1 of the management systems below:
  • Salesforce
  • Noble
  • Applied/Applied Epic
  • AMS 360
• 1+ year of experience of having quoted with at least 4 of the following carriers:
  • Safeco
  • Travelers
  • Progressive
  • Auto Owners
  • Grange
  • State Auto
• 2+ years working in a fast-paced, team-oriented, and deadline-oriented environment:
  • Building customer engagement
• Experience with delivering results based on metrics.
• Demonstrated experience in the following:
  • Handling multiple tasks simultaneously, ensuring adaption and flexibility
  • Strong written and oral communication skills
• This position requires up to 80% work in office.

ESSENTIAL FUNCTIONS:

These essential functions are representative of those that must be met by an employee to successfully perform the physical aspects of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

• · Use of office equipment including personal computer, multiple screens, printer, fax machine, scanner and telephone;
• · The employee is occasionally required to use hands and fingers to operate, handle, and reach;
• · Specific vision abilities required by this job include close vision and the ability to adjust focus;
• · Communicate effectively in English, writing and verbally in person, via email, video meetings and telephone;
• · Communicate effectively via telephone for extended periods of time, up to 7 hours per day;
• · Ability to pay attention, listen actively, analyze problems and evaluate options, focused on task, multi-task, decision making, and engage appropriately;
• · Ability to appropriately handle stress in a fast-paced environment and interact appropriately with others;
• · Sit & stand for extended periods of time up to 7 hours per day;
• · Must be able to walk up and down stairs (there are no elevators in the 2-story main office
• Building);
• · Physical, consistent attendance during normal working hours within a standard 40-hour workweek, during the shift required for this position, as many of the job duties are time sensitive and most effectively and efficiently resolved only through required immediate communication; additional hours may be required;
• · The noise level in the work environment is usually moderate to loud.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.