? Lead and co-lead new hire classes and continuing education training for both new hire trainees and tenured agents
? Monitors and completes daily attendance tracking during the entire process training until nesting
? Formulates effective activities, exercises or assessments for learning improvement
? Monitors and evaluates operations, programs, processes and/or practices for quality and effectiveness; make recommendations for improvement
? Ensure compliance to client and organizational policies and procedures
? Maintains consistent and professional communications skills with supervisor, manager, operations management, peers and trainees/agents
? Deliberate to identify new hires’ needs in training and nesting
? Monitor trainees’ post-nesting performance for the first 3 months after being endorsed to operations
? Deliver the training content/context based on the agenda/curriculum
? Demonstrate effective leadership to individuals including new hires and tenured agents
? Implement and demonstrate efficient training methods
? Collaborate with the team for effective knowledge and skills transfer indispensable to the process and business needs
? Participate in client calls and visits with the supervisor’s guidance
? Collaborate with the quality and operations teams for process improvement
? Conduct team huddles and provide floor and online support on process updates
? Develop and implement an effective system for process updates as and when required by the process/clients
Responsibilities? Lead and co-lead new hire classes and continuing education training for both new hire trainees and tenured agents
? Monitors and completes daily attendance tracking during the entire process training until nesting
? Formulates effective activities, exercises or assessments for learning improvement
? Monitors and evaluates operations, programs, processes and/or practices for quality and effectiveness; make recommendations for improvement
? Ensure compliance to client and organizational policies and procedures
? Maintains consistent and professional communications skills with supervisor, manager, operations management, peers and trainees/agents
? Deliberate to identify new hires’ needs in training and nesting
? Monitor trainees’ post-nesting performance for the first 3 months after being endorsed to operations
? Deliver the training content/context based on the agenda/curriculum
? Demonstrate effective leadership to individuals including new hires and tenured agents
? Implement and demonstrate efficient training methods
? Collaborate with the team for effective knowledge and skills transfer indispensable to the process and business needs
? Participate in client calls and visits with the supervisor’s guidance
? Collaborate with the quality and operations teams for process improvement
? Conduct team huddles and provide floor and online support on process updates
? Develop and implement an effective system for process updates as and when required by the process/clients
Qualificationsminimum annual rating scorecard 3.5 / last 3 months
1 year life insurance background life and annuities background
No CA or DA served
CEF score minimum B2 and above
Teaching/training background a plus
Skills Required
- Minimum annual rating scorecard 3.5 (last 3 months)
- 1 year life insurance background (life and annuities)
- No CA or DA served
- CEF score minimum B2 and above
- Teaching/training background
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
