Trainer, Underwriting - Remote

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Job description

At American Income Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.

Role Overview:

Could you be our next Underwriting Trainer? American Income Life is looking for an experienced Underwriting Trainer to join the team!

In this role, you will be responsible for the training and development of all new Underwriters, Screeners, and representatives and will provide continuing education to current underwriters on their progression within the Underwriting Career Path. The Underwriting Trainer will monitor and report the effectiveness of employee training to ensure that all underwriting staff are properly equipped with the knowledge and tools that are necessary for their success.

The Underwriting Trainer must keep abreast of all new products, guidelines, technologies, and changes within the company to keep the representatives up to date on all relevant information. Responsibilities will include computer set-up and sign-on, classroom training, monitoring quality and quantity of work and check-ins throughout the on-the-job training process until fully released.

This is a remote / work from home role.

What You Will Do:

• Make updates to the training curriculum as needed and design changes to continuously improve its content and effectiveness.
• Select or develop teaching aids (handbooks, multimedia visual aids, computer tutorials) to ensure training is accurate and effective.
• Provide on-the-job training on all functions associated with the underwriting department, including risk analysis, use of computers, software, underwriting guidelines, and interpretation of medical information.
• Conduct continuing education for current employees.
• Ensure that all new hires complete mandatory surveys and testing.
• Assist supervisors in working with representatives needing extra assistance to meet standards.
• Meet with managers and supervisors regularly to stay informed about any changes in policies, procedures, regulations, business initiatives and/or technologies.
• Submit new hire security tickets to ensure access is granted timely.
• Help to motivate and maintain a positive environment amongst all employees.
• Audit underwriting cases to identify training opportunities and conduct group and one-on-one coaching sessions as needed.
• Participate in user testing of all new systems, tools, and guidelines before implementation in the department.
• May assist with working/finalizing cases as needed based on departmental volumes.
• Troubleshoot any computer or phone problems for new hires.
• Research industry trends, challenges, and opportunities to inform new program/product development. Make recommendations to Underwriting Leadership as needed.
• Travel required as needed.

What You Can Bring:

• High school diploma or equivalent.
• Bachelor's degree preferred.
• Completion of Loma 280/281, 290/291 and progression towards AALU or FLMI (or similar insurance education program).
• 2+ years of prior training/teaching experience and/or combination of experience and education.
• 3+ years of Life Underwriting and/or Mortality Risk assessment in a life insurance company or related industry
• Prior underwriting production experience in a life insurance setting a plus.
• Have a strong working knowledge of underwriting principles, methodologies, tools, and terminology.
• Have a positive and energetic outlook while working with new hires.
• Strong and adaptable communication skills based on the learning method that works best for the new underwriters.
• Know when to escalate issues to Management's attention.
• Excellent oral and written communication skills with the ability to write clear and concise instructions and complete routine reports and correspondence.
• Excellent organizational skills
• Proficient in MS Office and PC skills
• Strong understanding of the technical tools required to deliver training (MS Teams, Webex, PowerPoint, etc.)
• Ability to speak effectively before groups of employees.
• Must have the ability to give honest and productive feedback.
• Able to function independently in a multi-task environment, as well as part of a team.
• Strong planning and organizational skills.
• Proven presentation/facilitation skills

How American Income Life Will Support You:

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at American Income Life:

• Comprehensive health, dental, and vision insurance plans because we believe that taking care of your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Wellness club reimbursements and gym discounts to help you stay on top of your health.
• Paid holidays and time off to support a healthy work-life balance.
• Development training programs to enhance your skills and career progression and unlock your full potential.

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At American Income Life, your voice matters.

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