Broker Experience Trainer/Auditor
P
Peace Hills Insurance
📍 edmonton, ab, Canada
Job Description
We currently have a permanent full‑time position available for a Broker Experience Trainer/Auditor in our Edmonton office. Reporting to the Manager, Broker Experience, the successful candidate will provide underwriting and technical training to our broker partners and internally as related to phiX/phiX+ (the company’s portals) primarily. Training consists of all aspects of the integration between the BMS’s/Rating Software and the portal.
What You’ll Do:
Develop and maintain training materials, class content, and supporting documentation to allow for successful training of our broker partners;
Audit the brokers’ use of the portal and adherence to corporate guidelines;
Coordinate and schedule training of brokers and internal staff on the use of phiX/phiX+;
Maintain any accreditation requirements for training materials, issue certifications required for accreditation;
Liaise with the Broker Experience Advisors and Corporate Underwritin...
What You’ll Do:
Develop and maintain training materials, class content, and supporting documentation to allow for successful training of our broker partners;
Audit the brokers’ use of the portal and adherence to corporate guidelines;
Coordinate and schedule training of brokers and internal staff on the use of phiX/phiX+;
Maintain any accreditation requirements for training materials, issue certifications required for accreditation;
Liaise with the Broker Experience Advisors and Corporate Underwritin...