Process Trainer | Insurance | EXL Cebu
Jobs and Careers at EXL Service Philippines, Inc.

Process Trainer | Insurance | EXL Cebu

EXL Service Philippines, Inc.
7 months ago
Jobs and Careers at EXL Service Philippines, Inc.
EXL Service Philippines, Inc. is hiring a
Posted 7 months ago
Apply before October 14, 2022

Job Description

Basic Function

The primary role of the job is to educate and produce competent staff to deliver client-set requirements. The job focuses in transferring process knowledge and its related skills essential to accomplish tasks needed for production. It is also responsible for providing assistance in the following: developing and improving the process-specific curriculum, conducting training needs analysis, creating content to meet the client-set updates, organizing cross- and up-skill training, and reporting to process owners

Essential Functions

  • Lead and co-lead new hire classes and continuing education training for both new hire trainees and tenured agents
  • Monitors and completes daily attendance tracking during the entire process training until nesting
  • Formulates effective activities, exercises or assessments for learning improvement
  • Monitors and evaluates operations, programs, processes and/or practices for quality and effectiveness; make recommendations for improvement
  • Ensure compliance to client and organizational policies and procedures
  • Maintains consistent and professional communications skills with supervisor, manager, operations management, peers and trainees/agents
  • Deliberate to identify new hires’ needs in training and nesting
  • Monitor trainees’ post-nesting performance for the first 3 months after being endorsed to operations
  • Deliver the training content/context based on the agenda/curriculum
  • Demonstrate effective leadership to individuals including new hires and tenured agents
  • Implement and demonstrate efficient training methods 
  • Collaborate with the team for effective knowledge and skills transfer indispensable to the process and business needs
  • Participate in client calls and visits with the supervisor’s guidance
  • Collaborate with the quality and operations teams for process improvement
  • Conduct team huddles and provide floor and online support on process updates 
  • Develop and implement an effective system for process updates as and when required by the process/clients 

Competencies Required:

  • Ability to transfer knowledge, develop and motivate a team
  • Understanding of end-to-end processes and appreciation of critical parameters
  •  Ability to work in a continually challenging environment
  • Ability to communicate effectively to a variety of audiences
  • Good written and verbal communication skills
  • Great customer service skills
  • Basic knowledge of MS Office – Excel, PowerPoint, Word
  • Well organized; Strong organization and time management skills
  • With good leadership background


Technical Skills

• High level computer proficiency including: 

• Good computer navigation skills and PC skills

• Strong Excel, with knowledge of other Microsoft Office Suite

• Email writing skills

• Good typing speed and accurate system updating

• Phone call/master handling skills

• Keyboarding skills ( at least 30 wpm)

Process Specific Skills

• Knowledge about US Life Insurance processes

• Flexibility to work in various shifts

• Knowledge about US culture

• Knowledge on quality procedures

• Strong Process Knowledge

• Understanding of end-to-end processes and appreciation of critical parameters

• Effective coaching and good communication skills

• Time management and strong analytical skills

• Knowledge of MS Office

• Self-initiated, drive and zeal for continuous improvement

Soft skills (Desired)

• Create a high performing culture; planning, organizing and prioritizing all work activities to achieve department and team goals and objectives

• Attention to details

• Adaptable and flexible

• Active listening skills

• Self-discipline

• Learning and decision making

• Listening, patience and action oriented

Training & Dev.

How do you apply?

To learn more and apply, visit us at link or click the Apply Now Button below.

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Jobs and Careers at EXL Service Philippines, Inc.
EXL Service Philippines, Inc.

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