Training Specialist

Posted 3 Days Ago
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Richardson, TX, USA
In-Office
Junior
Fintech
The Role
Deliver onboarding and foundational training for claims associates, covering policies, procedures, systems, workflows, and claim handling expectations. Conduct readiness assessments, call monitoring, claim reviews, knowledge checks, and ongoing coaching. Maintain training materials and job aids, track completion metrics, identify training gaps, and escalate performance trends. This full-time, in-office role works under senior guidance and requires occasional travel.
Summary Generated by Built In

Smart AutoCare is the brand name for the vehicle service contract operations and the warranty, F&I and reinsurance solutions of the subsidiaries of Fortegra Warranty Holdings, LLC, a Fortegra company.

The Training Specialist plays a critical role in claims. This is a full-time, in-office position based in Richardson, TX. Level 1 training role focused on delivering established training content, supporting associate readiness, assisting with job aids, and reinforcing claims policies and procedures. Works under guidance from leadership or senior training team members and escalates complex training or performance concerns as needed.

Minimum Qualifications:

  • High school diploma and at least two years of college or an equivalent combination of education and experience; Preferred Bachelor’s degree in related field.
  • At least 2 years of experience in training or a related operational role.
  • Exposure to training, coaching, or peer support.
  • Basic understanding of claims processes, policies, or call center operations preferred.

Primary Job Functions:

  • Deliver onboarding and foundational training for new and existing associates using established materials.
  • Train associates in claim policies, procedures, and basic claim handling expectations.
  • Provide system and tool training with guidance and structured content.
  • Explain basic workflows, team structures, and processes to support understanding of operations.
  • Support readiness assessments through call monitoring, claim reviews, and knowledge checks.
  • Provide day-to-day coaching and reinforcement of standard processes and best practices.
  • Assist in identifying training gaps and escalate trends to leadership or senior trainers.
  • Support the maintenance of training materials, job aids, and documentation.
  • Track training completion and participation metrics.
  • Periodically participate in any projects, reports, documentation, tasks or objectives assigned.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job.  They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Skills & Competencies Required:

  • Effective verbal and written communication skills across multiple audiences and levels of the organization.
  • Ability to coach, influence, and support associate development without direct supervisory authority.
  • Comfortable presenting and facilitating training sessions for groups of up to 20 participants.
  • Strong analytical and problem-solving skills with the ability to translate information into clear, actionable guidance.
  • Ability to organize, document, and maintain training and performance related data accurately.
  • Proficiency in Microsoft PowerPoint, Excel, and Outlook.
  • Ability to manage multiple priorities in a fast-paced, deadline driven environment.
  • Willingness and ability to travel occasionally as business needs require.

#LI-Onsite

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • High school diploma and at least two years of college, or equivalent combination of education and experience
  • Bachelor’s degree in a related field
  • At least two years of experience in training or a related operational role
  • Exposure to training, coaching, or peer support
  • Basic understanding of claims processes, policies, or call center operations
  • Effective verbal and written communication skills
  • Ability to coach, influence, and support associate development without direct supervisory authority
  • Ability to present and facilitate training sessions for groups of up to 20 participants
  • Strong analytical and problem-solving skills
  • Ability to organize, document, and maintain training and performance data accurately
  • Proficiency in Microsoft PowerPoint, Excel, and Outlook
  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment
  • Willingness and ability to travel occasionally as business needs require
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The Company
HQ: Jacksonville, FL
300 Employees
Year Founded: 1981

What We Do

Fortegra offers a variety of innovative insurance and reinsurance products, from consumer protection products to specialty program insurance. With an A.M. Best Financial rating of A- Excellent and total assets in excess of $2.47 Billion, we have the financial strength and stability you need in an insurance partner. As part of our full-service and vertically integrated approach we offer premium finance, credit protection and policy/claim administration.

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