IMA's internal training team is seeking a Retail Trainer to join one of our IMA offices! This position will work closely with the Retail Training Manager to assess training programs, identify root causes of problems, and solve critical issues relating to Process Training components of IMA and is eligible for a hybrid work schedule.

A successful applicant must have the ability to effectively build relationships, possess self-direction, have strong problem solving, interpersonal, and communication skills, be detail-oriented, maintain professionalism, and be technology savvy.

Responsibilities include, but are not limited to :

• Design and document training programs on system and process workflows established by Operations and conduct training sessions as needed to support Operational initiatives
• Conduct training sessions as needed to support Operational initiatives either remote, virtually, or in-person
• Use industry standard instructional design process to assess learning needs, recommend training solutions, develop content (instructor and participant materials), and deliver learning programs to exceed customer expectations for both technical and non-technical training to include : systems, workflows, quality control standards, professional development, manager / leader development, and procedures to new and tenured associates
• Develop relationships with line-of-business managers to support performance improvement and to further anticipate learning and development needs
• Use industry standard methods for evaluating business impact and effectiveness of training programs
• Responsible for training, coaching and mentoring IMA associates across departments, roles, and partners
• Liaison to IMA Operations and Business Intelligence to aid in interpreting needs of the business
• Responsible for coordination, preparation, and delivery of role specific training programs and sessions as established by the Process and Retail Training Teams
• Monitor the training help desk for intake of questions that come from service teams on workflows and processes
• Assist with project management of operational efficiency projects, including successful development of a project's scoping, initiation, planning, execution, regulation, and closure
• Collaborate effectively with Business Intelligence and Business Consulting to deliver training solutions
• Support and demonstrate IMA's core values
• Value and understands the importance of diversity, equity, and inclusion among all IMA associates

• Three to five years of training / instructional design experience required
• Experience with MS Office products preferred (specifically Outlook and Excel) required
• Professional experience focused in retail insurance strongly preferred
• Intermediate experience with EPIC or similar agency management systems is highly preferred
• Intermediate experience with virtual training software, Teams, Webinar, WebEx, Zoom, etc., is strongly preferred
• Bachelor's degree preferred
• Currently has or is in pursuit of an insurance training designation, such as ITP by an accredited Learning & Development or Insurance professional organization preferred

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The anticipated posting timeline for this opportunity is 5 / 9 / 2024 through 6 / 10 / 2024.

Salary Range

$52,000 $78,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life.

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following :

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life / AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership?

It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut TopWork Places
• 2021-2023 Inc. 5000's List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal's Best Places to Work
• 2021-2023 Charlotte Business Journal's Best Places to Work
• 2021-2023 Los Angeles Business Journal's Best Places to Work
• 2021-2023 The Salt Lake City Tribune TopWork Places
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Last updated : 2024-05-09