Operations Trainer - Service Excellence
Description

Company Description:


Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida.  For more information, please visit www.aspida.com or follow them on LinkedIn


Who We Are:


Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.


Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.


 What We Are Looking For: 

  

The Operations Trainer is responsible for developing, delivering, and documenting comprehensive training programs for our skilled and fast-paced Operations team. This role provides leading-edge training on Aspida’s insurance and annuity products as well as the operational platforms used by the team. In addition to onboarding new team members, the Operations Trainer continuously delivers ongoing training to ensure all employees remain current on evolving processes, system updates, and best practices. This position reports to the Director of Operations and is based in our Durham, NC office.


The ideal candidate must be energetic, positive, and motivated to ensure our clients and employees have the best possible experience. The right person for this role has robust organizational skills and an elevated work ethic. Individuals must have strong communication skills and a spirited personality with the ability to work with and adjust to all personality types.  

This role reports to the Director of Operations and is required to be onsite 3 days a week at our Durham, NC headquarters.


What You Will Do:

  • Design, deliver, and manage onboarding and ongoing training programs for the Operations team simultaneously, covering insurance fundamentals, Aspida’s products, processes and procedures, and system/platform updates.
  • Create and provide training on new system rollouts and enhancements that directly impact Operations processes.
  • Develop, write, and maintain Standard Operating Procedures (SOPs), including updating legacy processes and ensuring alignment with current practices.
  • Facilitate soft skills training to upskill and elevate team performance.
  • Create and implement process flow training across all systems and platforms to ensure operational efficiency.
  • Oversee onboarding for new Operations team members following new hire orientation, while simultaneously supporting ongoing learning for existing staff.
  • Identify system gaps and process inefficiencies, collaborating with stakeholders to recommend and implement solutions.
  • Evaluate training effectiveness by analyzing outcomes and adjusting programs for maximum impact.
  • Manage administrative tasks related to training, including scheduling, tracking progress, and maintaining accurate documentation.
  • Develop engaging learning aids such as self-paced modules, job aids, videos, and demo scripts to support diverse learning styles.
  • Serve as a backup for various functional areas within Operations as needed.
  • Collaborate with all functional roles within Operations on projects and training initiatives to drive consistency and service excellence.
  • Serve as a key driver of culture and a leader in employee engagement initiatives.
  • Maintain strict confidentiality of all company business and sensitive information.

What We Provide:

  • Salaried, DOE
  • Relocation available
  • Full-Time
  • Full  Benefits Package Available

What We Believe:


Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!


At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

Requirements

What We Require:

  • Must have NC Life License – will allow 90 days to obtain 
  • Minimum of 3+ years applicable experience, insurance or financial services preferred.
  • Demonstrated experience successfully developing and delivering training programs utilizing skills in instructional design, program design & development, and training methodologies
  • Experience with group training and virtual training methods
  • Working knowledge of current and emerging training strategies and tools
  • Learns complex topics and systems quickly to assess, develop, redesign and/or deliver training modules based on training priorities
  • Analytical, problem solving and organizational skills
  • Interpersonal skills
  • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint applications
  • Skilled in the use of LMS software and learning applications
  • Clear and concise verbal and written communication skills