PLATFORM is a national privately owned Canadian brokerage specializing in insurance surety sub-default insurance and benefit solutions. We are driven by industry at the heart of everything we do. Our team blends sophisticated expertise with strategic thinking ensuring that our tailored solutions meet and exceed client expectations.

Your Impact at PLATFORM
The successful candidate will be responsible for planning administering and implementing training and onboarding programs. This role ensures that all new colleagues receive consistent high-quality training on systems tools workflows protocols and procedures to support operational excellence within the firm. We are looking for professionals who want to join an exciting fast paced environment with a strong learning culture and a focus on overall development.

Plan administer and implement training and onboarding programs ensuring all new colleagues receive consistent and high-quality training on systems tools workflows protocols and procedures including Epic CSR24 Erlon Microsoft Teams and other Office 365 products.
Working closely with the Operations team and hiring managers review work completed by new colleagues on a regular cadence (weekly is suggested) to ensure compliance with documented procedures with in their first 30 days
Complete assessments using evaluation methodologies and tools that measure the impact of successful knowledge transfer from internal training programs.
Perform skills gap analysis to determine training needs of new and existing PLATFORM colleagues with a report to leadership every six months highlighting trends and recommendations
Identify &/or develop resources (ie. job aids checklists etc.) to help colleagues learn new technical skills &/or reinforce PLATFORM workflows protocols and procedures
Develop and maintain effective communication to promote learning and development initiatives to increase awareness of new and existing workflows protocols and procedures
Coordinate and lead more in-depth lunch and learns to enhance colleague skills on internal processes
Ability to travel to other office locations across Canada

Education Experience & Qualifications

Five (5) years of experience in Commercial Insurance or Surety
Advanced Knowledge of Applied Epic Microsoft Office 365
Knowledge of Erlon is an asset
Highly effective written and verbal communication skills
Post-Secondary education preferred

Please visit our careers page to see more job opportunities.