Training and Auditing Specialist

1. New Hire & Broker Development

Partner with the Personal Lines Manager to create structured onboarding and training plans for new hires.

Deliver training in personal lines workflows client service sales fundamentals and system navigation.

Facilitate interactive learning including role plays simulations de-escalation practice objection handling and scenario-based training.

Track learner progress and readiness providing regular updates to the Training Manager and relevant leaders.

Support the transition from new hire to seasoned broker with coaching practice sessions and reinforcement.

2. Staff Training & Knowledge Support

Coordinate and deliver process-based training for all staff (new processes updates major changes or refreshers).

Develop short-form training materials for huddles and staff meetings (trainer tips micro-lessons quick hits).

Maintain and contribute to an organized knowledge base ensuring training documents guides and walkthroughs remain accurate and accessible.

Partner with leaders and subject matter experts to update content following workflow compliance or system changes.

3. Auditing & Quality Assurance

Conduct regular call and activity audits using an established audit scorecard to evaluate compliance accuracy tone and overall client experience.

Provide summarized clear actionable feedback on strengths and growth opportunities for coaching

Maintain and update the audit scorecard in partnership with the leadership team ensuring consistency calibration and alignment with expectations.

Review audit trends and prepare summary insights for leaders to support coaching discussions and continuous improvement.

Identify training needs based on audit patterns and collaborate on developing targeted training or refreshers.

4. Collaboration & Culture

Work closely with team leads and leadership to ensure training and auditing support broader client experience and service goals.

Promote a culture of learning curiosity and continuous improvement.

Model patience positivity and professionalism - especially when working with new or developing brokers.

• 2 years experience as a successful insurance broker/advisor
  • Emphasis on customer experience retention and technical/systems skills
• Level 1 Agent certification minimum full CAIB or CIP designation considered an asset
• Proven learner - keeping up on technology tools and system enhancements in a fast-paced environment
• Proficiency with MS Office Suite Applied Epic (ideal) and other critical tools of the trade.

Leading New Brunswick based independent insurance broker. With experts in all lines of insurance including: Home Auto Commercial Surety Life and Group Benefits. Five NB locations to serve you better.

Were a tight-knit bunch locally owned and weve always held that our employees are our main assets! Our compensation and benefits package is extremely competitive and you can be proud to know that youd be working for a company that holds the same values you do (respect to all diversity and inclusion bettering the communities we live and work in).

If this speaks to you wed love to have you apply right away!