Quality Training & Employee Engagement Specialist

Reposted Yesterday
Be an Early Applicant
Hiring Remotely in CA, USA
Remote
65K-70K Annually
Junior
Insurance
The Role
Monitors Benefit Advocate interactions for quality, customer satisfaction, compliance, and process improvement. Develops and coordinates onboarding and ongoing training, maintains training records, updates job aids, tracks engagement and quality results, and presents findings to management. Partners with analysis teams to improve customer-interaction tracking tools and translates regulatory updates into team training. Supports strategic initiatives and special projects.
Summary Generated by Built In

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at www.alliant.com.


SUMMARY
 


Responsible for ensuring that the overall process improvement activities produce high quality interactions with the clients and produce efficiencies in operations. Develops programs to review and evaluate BA team engagement to ensure service delivery is consistent with the Benefits ABC practice's standards.  Perform quality monitoring of Benefit Advocate (BA) team recordings, live calls, chats, emails and reports to determine customer trends and issues that relate to the customer's overall experience.


ESSENTIAL DUTIES AND RESPONSIBILITIES 
 


Performs regular quality reviews of the work and interactions of the BA team with customers to ensure proper standards are consistently met, including review of engagement documentation to ensure proper format is utilized.


Tracks and presents results of improvement efforts and ongoing measures of quality and customer satisfaction to management.


Develops, designs and coordinates employee training programs for new hires and ongoing training for the BA team.


Creates and administers the record keeping system to track employee training, participation, and progress.


Works with Customer Engagement Analysis Team to develop better tools for tracking customer interaction, customer satisfaction and BA quality


Ensures that training materials, procedures and job aids are up to date and are effective for the team to use in a fast changing environment.


Reviews the corporate compliance web site for updates to rules and regulation changes and then translates and trains the team on anything related to the BA program.


Ensures BA’s are actively engaged through implementation of various internal BA’s engagement practices and techniques.


Provides input to strategic decisions that affect the functional area of the BA team.


Researches new training techniques and suggests enhancements to existing training programs to meet the changing needs of the organization.


Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).


Assists with support on special projects as needed.


Other duties as assigned.


QUALIFICATIONS
 

EDUCATION / EXPERIENCE 


Bachelor's Degree or equivalent combination of education and experience


Two (2) or more years related work experience


Experience working in a customer service call center


Insurance industry or group health plans operations experience handling eligibility, claims resolution, benefits education, or equivalent


 

SKILLS


Basic knowledge of training techniques and principles to effectively instruct the engagement team


Excellent verbal and written communication skills


Excellent attention to detail


Ability to train others


Ability to work independently as well as collaboratively to achieve specific goals and objectives


Ability to prioritize work for multiple projects and deadlines


Proficient in Microsoft Office Suite


#LI-CP1

#LI-REMOTE

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • Two or more years of related work experience
  • Experience working in a customer service call center
  • Insurance industry or group health plan operations experience involving eligibility, claims resolution, or benefits education
  • Basic knowledge of training techniques and principles
  • Excellent verbal and written communication skills
  • Excellent attention to detail
  • Ability to train others
  • Ability to work independently and collaboratively
  • Ability to prioritize multiple projects and deadlines
  • Proficiency in Microsoft Office Suite
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The Company
HQ: Irvine, CA
4,047 Employees
Year Founded: 1925

What We Do

Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

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