Training and Documentation Specialist - Individual Insurance

Job summary

Develop and deliver product, process, and technology training for the Individual Insurance business, using appropriate training materials and methods. Analyze, create, and maintain procedural documentation, identify employee skill gaps, and develop job-specific learning modules.

Job details

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes. Equitable is growing! We are looking for a Training and Documentation Specialist to join our Individual Insurance Team! Our ideal new team member is a strong communicator who can develop and deliver comprehensive training material, someone who has sound knowledge and understanding of training concepts, and someone who is a collaborator that can work with others towards a common goal. If that’s you, why not explore a career at one of the region’s top employers and be part of something that truly makes a difference. Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement. What you’ll do: Responsible for the development and delivery of comprehensive and meaningful product, process, and technology training for the Individual Insurance line of business Develop training material and execute as required Perform analysis, develop, and maintain new/existing procedural documentation servicing the Individual Insurance line of business Responsible for continuing education and development through the identification of skill gaps, the development of job specific training modules for all employees and through ongoing research of new training tools and methodologies What you’ll bring: Sound knowledge and understanding of training concepts and methodologies related to adult education Exceptional interpersonal, oral/written communication and presentation skills Proven experience in documentation and courseware preparation and delivery of interactive training sessions using a variety of methods (web-based/virtual training, classroom training, job aids, multimedia visual aids and reference materials) Comfortable managing and prioritizing multiple projects simultaneously and meeting deadlines with limited supervision in a fast-paced environment Proven experience of having worked successfully in a team A positive can-do attitude and customer focused approach to deal with challenging situations with integrity, empathy and sincerity Ability to perform in a constantly changing environment Comfortable with hardware tools (scanner/data projector etc.) Proficient in Microsoft Office applications University degree or equivalent combination of education and work experience FLMI and/or a certificate in adult education/learning would be an asset Prior industry experience would be an asset Prior experience working within a call center environment would be an asset What’s in it for you: Career Growth: Regular learning sessions and development opportunities Total Rewards: Allowance provided in place of vacation pay and benefits Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help. Your base pay will be based on your skills, qualifications, experience and education. If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. Reports To: Head of Client Care Centre Training, Knowledge, and Development Department: Client Care Centre Term: Temporary Full-Time, Six (6) Month Contract This position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy.

What you’ll do

Develop and deliver product, process, and technology training for the Individual Insurance business, using appropriate training materials and methods. Analyze, create, and maintain procedural documentation, identify employee skill gaps, and develop job-specific learning modules.

Requirements

Candidates should have knowledge of adult learning and training methodologies, experience preparing documentation and courseware, and the ability to deliver interactive training through virtual, classroom, and other formats. Strong communication, presentation, teamwork, organization, adaptability, and Microsoft Office skills are expected; a university degree or equivalent experience is required, while FLMI, adult education certification, and relevant industry or call center experience are assets.

Benefits

• Learning And Development Opportunities
• Wellness Support
• Vacation Pay Allowance

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• written communication · Preferred
• Microsoft Office · Preferred
• Prioritization · Preferred
• Project management · Preferred
• interpersonal communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Training Development
• Training Delivery
• Adult Education
• Procedural Documentation
• Courseware Preparation
• Interactive Training
• Virtual Training
• Classroom Training
• Interpersonal Communication
• Written Communication
• Presentation Skills
• Project Management
• Prioritization
• Teamwork
• Microsoft Office
• Customer Service
• Empathy
• Ability To Meet Deadlines
• Curiosity
• Research
• Call Center Experience
• Fellow Of Life Management Institute
• Presentations
• Sincerity
• Writing

Job areas

• Education
• Customer Service & Support
• Administrative
• Training and Documentation Specialist
• Document Control / Management Specialist
• Filing and Copying Clerks
• Document Management Specialists
• Computer Occupations, All Other

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