Department Operations
Category Operations
City Oklahoma City
State OK
Type of

An, Operations Trainer

AFA / Worksite


• Custom Design, deliver and maintain training modules/materials for Operational systems and processes for the most complex job specific tasks. • Coordinate and facilitate training for complex job tasks which could include Sect 125, claim processing, enrollment set up, billing reconciliation, underwriting or annuity processes. Provide ongoing training to further develop new hires and veteran Operations colleagues at the most complex level. • Audit, Document and provide assessment feedback to trainees, other trainers and management. Manage assigned training projects from development through completion by working with Special Services Management in addition to collaborating with management across the Operations areas. • Develop, maintain, and apply complex technical and operational system and process curriculum and training to ensure hiring goals are achieved. • Assess learning, behaviors and conceptual knowledge demonstration and provide feedback to trainees and management during the training process. • Coach, mentor and develop colleagues while training them on systems and job tasks by serving as a system and process expert for multiple areas of operations. • Review and provide feedback on procedural changes in the operational areas to ensure changes do not have a negative effect. Update training curriculum and provide updates to all trainers that may be affected. • Lead and Facilitate on-site training events for branch office and other educational venues. • Mentor new trainers brought on to the team and provide assistance when needed. • Provides online and conference call training sessions for offsite employees.


• Bachelor’s degree from four-year college or university • 5 Years’ experience in organization/corporate environment or 3 years in training and development, insurance, claims or related job • Technical expert in assigned area of software used by Operational area. May include Enrollment, New Business, Claims, Billing, Annuities or Call Management. Excellent Computer Skills Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) • Strong Organizational Skills • Strong Interpersonal Skills • Exceptional verbal and written communication skills • Ability to observe, review and document processes effectively • Excellent reading comprehension skills as well as the ability to be an active listener • Strong critical thinking and analytical skills • Excellent Presentation Skills • Expert knowledge of all AFA products and services • Ability to provide and receive feedback • Excellent Time management skills • Ability to Mentor team members • Ability to work in a team environment as well as work independently • Possess a strong ownership mentality • Understanding of adult learning, effective teaching methodologies and tools • Willingness to proactively learn new techniques in training and facilitation