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Inspira Financial Trust, LLC

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Training Lead (Remote) (Finance)



This position is responsible for developing a training program for new hires / onboarding as well as ongoing training throughout the year. The Trainer position assists in the development, review, and updating of all internal policies, procedures, and desktop procedures. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our agents, team members and vendor partners. This role may also assist with answering calls on high call volume days. Lastly, the incumbent will work closely with the management team and the Training Department on refresher training and any training gaps.
Work closely with the Senior Director of the team in the training and development of the client service teams. Activities include, but are not limited to:

Train team members and identify training gaps and determine appropriate training solutions. Work directly with staff on any additional training and address any ongoing training/ coaching needed

Create job manuals/ aids and other training materials, ensuring they are up to date at all times

Work collaboratively with Training Department to create training and tools where needed to address training issues. This includes UAT testing/feedback prior to implementation

Design and testing of new product offerings and new software applications

Maintain a positive work atmosphere with the team and internal departments

Assist in developing, updating, reviewing, and testing internal Procedures and Desktop Procedures

Maintain a professional approach to client service, consistent with Inspira's protocol and service levels

Recommend and implement ways to improve efficiencies

May facilitate meetings with partner areas or within Department

Ability to collaborate with Training department to design, develop and evaluate training programs and tools

Other duties as assigned. Apply

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