Training and Development Specialist at Acrisure

Latham, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

Knowledge of industry topics, workflows, and procedures (e.g., proposals, loss summaries, summaries of insurance, policy checking, change requests, audit reviews, certificates of insurance, evidence of property, ID cards, marketing submissions)
Familiarity with tools and systems such as Epic, Outlook, Webex, Teams, SharePoint, M365, Adobe, Workday, Total CSR, SWARM
Ability to facilitate virtual, in-person, or hybrid training sessions
Strong organizational and administrative skills for tracking training completion and documentation
Capability to shadow employees and provide hands-on mentoring
Awareness of industry trends, regulations, best practices, continuing education (CE) opportunities, certifications, and seminars

Responsibilities

Facilitate comprehensive onboarding for all new employees, including walkthrough of Epic Welcome Kit, introductory Epic training, Outlook signature, Webex voicemail, Teams overview, fax procedures, SharePoint navigation, M365/Adobe training, Total CSR registration, Workday trainings, reports review, and SWARM process
Conduct refresher training for existing employees upon request from team leads or managers
Serve as a resource for Division employees, assisting with workflow, process, and resource-related questions
Support leadership by guiding employees through cleanup projects and operational initiatives
Assist with tracking training completion and maintaining accurate training documentation
Participate in onboarding meetings and scheduled training sessions as assigned
Provide administrative and logistical support for employee training and development activities
Shadow new employees during their first year to ensure hands-on training and workflow understanding
Participate in regular meetings with managers and team leads to identify employees ready for advancement
Coordinate targeted training and support for employees preparing for career progression or specialized roles
Schedule and facilitate ongoing training sessions covering industry fundamentals, systems, and role-specific skills
Communicate available CE opportunities, certifications, and industry seminars
Collaborate with operations, placement, and sales leaders to identify training needs and align with business objectives
Support leadership in monitoring employee progress through assessments, feedback, and performance reviews
Coordinate with external vendors and subject matter experts for specialized training
Stay informed on industry trends, regulations, and best practices to keep training relevant
Act as a mentor to new hires and existing employees, offering guidance, resources, and ongoing support

Skills

Onboarding

SharePoint

Microsoft Teams

Webex

Outlook

M365

Adobe

Epic

Total CSR

Insurance Workflows

Acrisure

Insurance broker specializing in risk management

About Acrisure

Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.

Grand Rapids, MichiganHeadquarters

2005Year Founded

$19.5MTotal Funding

DEBTCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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