Job Description Summary:

Advanced level position in which the incumbent manages the development and implementation of Commercial Insurance Audit Training materials for EXL new hire and existing Auditors in a manner that is consistent with company policies, procedures, and standards.

Essential Duties and Responsibilities:

- Responsible for the development, implementation, and delivery of training programs.

- Coordinates scheduling of recurring training programs and plans training events and activities for such programs.

- Manages content and delivery of established training programs, evaluates their effectiveness, and identifies areas of content or delivery for change that will improve the program’s materials and delivery.

- Communicates with management and employees to evaluate the effectiveness of existing training programs in meeting goals and objectives.

- Mentors trainees as per the Ramp plan before they are moved under the respective Area Manager.

- Ensures timely completion of all EXL mandatory compliance trainings.

Non-Essential Duties and Responsibilities:

- Monitors phone calls and emails, and responds in a timely manner.

- Performs other duties as assigned.

Required Knowledge, Skills, and Abilities:

- Must have the ability to manage a small training staff, interact with direct reports, and coordinate their activities as needed to fulfill company objectives.

- Must have strong communication skills and the ability to communicate technical, procedural, or theoretical insurance concepts to new hire trainees.

- Ability to organize and implement training regimens, including ongoing interaction and coordination of internal and external personnel to fulfill training objectives.

- Ability to manage the inventory and workload of the Trainee during the Trainee Ramp.

- Ability to multitask and handle time-sensitive urgencies.

- Must have basic knowledge in the use of computers and general office equipment.

Work Direction and/or Supervision Responsibilities:

Work Direction to Others:

- Perform coaching and mentoring work direction responsibilities.

- Coordinate and assign work for training staff, monitor project progress, and provide feedback and instruction on staff activities for accuracy and effectiveness.

Supervision of Others:

- Make hiring decisions for one direct report, prepare and conduct annual performance reviews, set expectations, and provide coaching and guidance.

Formal Education, Work Experience, and Certifications and Licenses:

Education:

- Bachelor’s degree in accounting, business, management, or insurance-related field, or equivalent experience.

Experience:

- At least four to five years of insurance premium auditing experience.

Certifications and Licenses:

- Required: None

- Preferred: PAAS TAP Certification, IIA APA designations should be pursued.

Working Conditions:

Work is performed in varying locations and conditions including:

- EXL Branch and Home Office locations

- Customer locations

- Insured’s work site

- Insured’s agent-broker office

- Hotel environment

Annual Salary:

$70K and 10% Annual Bonus

Physical Requirements:

• Driving: Able to operate a motor vehicle up to 3 hours per day.
• Travel: Travel on public transportation, including but not limited to public airlines, may be required up to 20 percent of the time.