Operational Education and Knowledge Consultant II in Jacksonville, FL at National General Insurance

Date Posted: 11/12/2022

Job Snapshot

Job Description

Primary Purpose:

Responsible for working with the Sales leadership to ensure all Business Unit employees are trained to effectively and professionally present Direct products, provide outstanding customer service and help support the achievement of sales goals and objectives.  This role is also Responsible for researching, developing and designing creative, effective training programs to meet specific needs identified through the need’s assessment process. Coordinate and plan overall curriculum development and implementation.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Conduct New Hire Training audits to ensure that District Sales Trainers are following the training curriculum is followed as outlined; this training content includes: products, office operations, systems (NPS, A3, CIC, and SharePoint applications), underwriting rules, DOI regulations, and various company policies and procedures.
  • Facilitate the learning process via workshops, virtual sessions, on-the-job training, conference calls, one-on-one coaching sessions, and written communications to ensure agents are competent in the areas of product knowledge, compliance, sales presentation, customer service, and communicating the value of Direct products
  • Maintain on-going education and training for all sales employees to strengthen product knowledge, introduce new products, and support sales and customer service skills
  • Serve as an Administer for Skillo, Zoom, Articulate, GoToTraining and National General University
  • Manage the administrative components of the learning and development processes including developing and preparing various materials, session agendas, outlines, scheduling training sessions, administering tests and preparing performance summaries of trainees
  • Observe Agents and District Sales Trainers’ work product and provide documented feedback directly to individuals and their management team
  • Work closely with Regional Sales Training Manager and Division Vice Presidents to help support Regional initiatives
  • Support 3rd Party Carriers by acting as SME, providing agent product training, providing training on Agency Management System, and assisting in addressing questions from agents
  • Assist with Acquisitions by helping coordinate and conduct training of newly acquired agents, and helping troubleshoot issues post acquisition
  • Develop and deploy eLearning content
  • Develop new hire onboarding program as well as methods for learning and delivery
  • Develop, organize, conduct and evaluate training programs for employees and managers
  • Assist with deployment of compliance training programs
  • Identify training needs and training gaps in the organization in cooperation with the Regional Training Manager
  • Create training manuals, toolkits, job aids, and instructional materials
  • Provide guidance for the instructional design and course development process for online courses
  • Evaluate the quality of training courses and recommend/implement improvements
  • Provide input to the Training Strategy and the development of specific training development plans
  • Conduct cost-benefit analysis and calculate training ROI
  • Work with management to ensure course materials are current and relevant to training needs

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)
  • 2+ years of experience in field sales training
  • Property and Casualty license or ability to acquire within 90 days of hire
  • Life license or ability to acquire within 90 days of hire
  • Advanced Sales Skills
  • Must possess effective verbal and written communication skills
  • Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization
  • Strong problem solving and decision-making ability
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Ability to utilize Articulate, Adobe Captivate and Adobe Presenter software in the development of learning material
  • Strong leadership, team building and customer relationship skills
  • Requires significant travel throughout assigned territory (up to 50-60% overnight travel)
  • May require weekend/evening attendance at marketing events

Desired Skills:

  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.


In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

Job Requirements

About National General Holdings:

National General Holdings Corp., a member of the Allstate family of companies, is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.

National General is a fast paced, dynamic, and entrepreneurial organization. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers! We are passionate about our organization and the value that we add every day. A successful candidate with National General will embody the 4Es. Our team is poised to outperform the competition. We are National General Insurance and with us you can be extraordinary! Come join our team!

Companies and Partners

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

In addition to a phenomenal career opportunity, National General Insurance offers an excellent benefits package including:

• Paid Training
• Medical, Dental, Vision benefits
• Wellness Programs
• Life and Short/Long Term Disability Insurance
• 401k w/ Company Match
• Company Paid Holidays & Generous Time-off policy
• Employee Discount Program
• Career Advancement and Development Opportunities
• On-site Healthcare Clinic (Winston-Salem and Cleveland offices)
• On-site Fitness Center (Cleveland and Dallas offices)
• Subsidized parking (Cleveland office)

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.

In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.