What are the responsibilities and job description for the Senior Training Specialist, Retirement & Private Wealth position at Lensa?
Lensa is the leading career site for job seekers at every stage of their career. Our client, HUB International, is seeking professionals in Columbus, OH. Apply via Lensa today!
Reporting to the CRM Program Lead within Retirement & Private Wealth as an individual contributor, the Senior Training Specialist will be an integral part of the CRM project team and responsible for planning and facilitating Dynamics CRM training, ensuring user adoptions, and generating an exciting communication strategy for the implementation of the CRM platform.
You will work directly with the CRM project team and business Subject Matter Experts to facilitate user training across multiple offices through a phased deployment plan. Your ability to understand your audience and creatively design succinct yet engaging training material and communications that provide clarity for all impacted will be critical.
About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
Responsibilities
About Hub
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Department Business Operations
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 50%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Reporting to the CRM Program Lead within Retirement & Private Wealth as an individual contributor, the Senior Training Specialist will be an integral part of the CRM project team and responsible for planning and facilitating Dynamics CRM training, ensuring user adoptions, and generating an exciting communication strategy for the implementation of the CRM platform.
You will work directly with the CRM project team and business Subject Matter Experts to facilitate user training across multiple offices through a phased deployment plan. Your ability to understand your audience and creatively design succinct yet engaging training material and communications that provide clarity for all impacted will be critical.
About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
Responsibilities
- Develop and implement a training program, including supporting materials, for a broad user group, servicing multiple disciplines within the wealth management and retirement verticals
- Facilitate training and provide mentorship during a phased rollout plan to various office locations
- Drive user adoption and engagement of the CRM platform through effective communication, training programs and change management initiatives
- Providing troubleshooting assistance and guidance for the end user
- Act as a change champion and support enhancements/initiatives to educate business users on impending changes in their work
- Proficient in Microsoft Dynamics; Microsoft Dynamics certification is a plus
- Strong oral and written communication skills including the ability to leverage tools to build engaging communications and training materials
- Ability to present ideas in business-friendly and user-friendly language
- Excellent large and small group facilitation skills
- Ability to effectively prioritize and execute tasks in a fast-paced environment
- Experience working in a team-oriented, collaborative environment
- Highly self-motivated and directed
About Hub
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Department Business Operations
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 50%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Salary : $80,000 - $90,000
