Training Manager - Premium Audit

EXL
United States
On-siteCareer-pivot friendly

Who this role is best for

Strong fit for candidates with experience in insurance or premium audit domains who lead training programs and manage operational changes.

Best fit for

  • Candidates with a background in insurance or premium audit and a history of managing training programs
    — “Experience in training, learning and development, operations, insurance, premium audit, or a related field.”
  • Professionals who have led training teams and developed learning content aligned with operational processes
    — “Prior experience leading training programs, trainers, or operational teams.”
  • Individuals adept at translating complex procedures into clear, practical learning materials
    — “Ability to translate operational processes and requirements into clear, practical learning content.”

Things to consider

  • The role requires a high level of coordination with Operations leadership for training needs
    — “Partner closely with Premium Audit Operations leaders to understand training needs and priorities.”
  • Training metrics and reporting are a core responsibility, requiring analytical focus
    — “Maintain training metrics and reporting to provide visibility into training activity and readiness.”

How to stand out

  • Highlight experience in managing training schedules and resources for multiple priorities
    — “Strong organizational and project-management skills with the ability to manage multiple training priorities.”
  • Demonstrate a track record of aligning training content with client and business requirements
    — “Promote consistency in training content and delivery across the Premium Audit organization.”
  • Showcase your ability to coach and develop trainers for improved delivery and learner effectiveness
    — “Support the continued development of trainer knowledge and facilitation capabilities.”
  • Emphasize your ability to maintain and update training curricula and materials regularly
    — “Maintain and administer training curricula, materials, job aids, and supporting documentation.”
  • Demonstrate your ability to monitor training effectiveness and use feedback for continuous improvement
    — “Use feedback and results to continuously improve training programs.”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful execution of training programs
  • consistent training content
Typical background
experience in training and development

Skills & requirements

Required

Training Program ManagementCurriculum DevelopmentTrainer LeadershipTraining Effectiveness

Preferred

Technology EnablementSales Enablement

Stack & domain

Training ProgramsCurriculum AdministrationTraining MetricsLeadershipCoachingTeamworkTrainingOperations

About the role

Original posting from EXL

The Training Manager is responsible for leading the day-to-day execution and administration of training programs supporting the Premium Audit organization. This role ensures employees receive consistent, effective, and timely training to meet operational, client, quality, and performance expectations.

The Training Manager will oversee new-hire training, new-client operational training, refresher and remedial training, training schedules, curriculum administration, trainer development, and training metrics. The role will partner closely with Operations leadership to ensure training evolves as processes, procedures, client requirements, and business volumes change

The position provides dedicated ownership of today's training operation while creating the capacity for the Senior Training Manager to focus on strategic technology enablement, including Nexus, the new Premium Audit platform, Sales enablement, and external client training.

Training Operations

Lead the day-to-day delivery and administration of Premium Audit training programs.

Oversee new-hire training and ensure employees are prepared to transition successfully into operations.

Coordinate operational training required to support new-client implementations.

Manage refresher and remedial training based on identified operational needs.

Develop and maintain training schedules, resources, and delivery plans.

Ensure training remains consistent as business volume and client requirements expand

Curriculum & Training Materials

Maintain and administer training curricula, materials, job aids, and supporting documentation.

Coordinate updates to training when operational procedures or requirements change.

Promote consistency in training content and delivery across the Premium Audit organization.

Partner with operational subject matter experts to keep training aligned with current business practices.

These responsibilities directly support the operational training ownership contemplated in the business case, including curriculum administration, training-material maintenance, and operational procedure training.

Trainer Leadership & Development

Provide day-to-day leadership, coaching, and support to trainers.

Establish expectations for effective and consistent training delivery.

Support the continued development of trainer knowledge and facilitation capabilities.

Identify opportunities to strengthen training delivery and learner effectiveness.

Trainer coaching, support, and development are specifically identified as responsibilities of the Training Manager

Training Effectiveness & Reporting

Monitor training completion and effectiveness.

Maintain training metrics and reporting to provide visibility into training activity and readiness.

Identify trends, skill gaps, and opportunities for additional training or reinforcement.

Use feedback and results to continuously improve training programs.

The proposed role specifically owns training metrics and reporting as well as monitoring training completion and effectiveness.

Partnership with Operations

Partner closely with Premium Audit Operations leaders to understand training needs and priorities.

Coordinate training in support of client onboarding, operational changes, and employee development.

Ensure training programs support employee readiness and consistent operational execution.

Serve as a primary point of coordination between Training and Operations for day-to-day training needs.

Key Areas of Accountability

The Training Manager will be accountable for:

Effective execution of day-to-day Premium Audit training operations.

New-hire training readiness.

Training required for new-client onboarding.

Trainer coaching and development.

Refresher and remedial training.

Curriculum administration and maintenance.

Operational procedure training.

Training scheduling and resource coordination.

Training metrics, reporting, completion, and effectiveness.

Strong partnership with Operations leadership.

Bachelor's degree or equivalent combination of education and relevant professional experience.

Experience in training, learning and development, operations, insurance, premium audit, or a related field.

Prior experience leading training programs, trainers, or operational teams.

Strong facilitation, coaching, and presentation skills.

Strong organizational and project-management skills with the ability to manage multiple training priorities.

Ability to translate operational processes and requirements into clear, practical learning content.

Strong written and verbal communication skills.

Ability to build effective partnerships across Training and Operations.

Comfortable working in a changing environment where client requirements, technology, and operational processes continue to evolve.

Territory: Remote USA

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Source: EXL careers

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