Works with the Operations Manager and Conversion Team during conversions to assist in the training of the agency staff on the management system.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Travel may be required to branch locations for initial and ongoing training where WebEx is not an option. Potential could be up to 50% with this position.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Minimum of 5 years insurance retail agency experience; Proficient in day to day Insurance business and workflow processes; Insurance Industry Project Management experience preferred with Vendor products
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual must have a minimum of 5 years Applied Epic Agency Management System software experience, AMS360 is preferred but not required; Internet software; Spreadsheet software and Word Processing software; Microsoft Visio
Certificates, Licenses, Registrations
Valid Property and Casualty Insurance License, Six Sigma certification a plus
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include distance vision, peripheral vision and ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.