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Operations Training & Learning Lead

| Greater NYC Area

Want to help people get the financial protection they need — and feel confident in their choices? Policygenius is a NYC-based tech startup that makes it easy to compare and buy insurance online. Since 2014, we’ve raised over $52 million of venture capital, established ourselves as a pioneer in Fintech and helped more than 4.5 million people get vital coverage for their families.

We're rapidly growing and looking for people with grit, great attitudes and creative problem-solving skills to join our powerhouse team. Come see why we were voted one of INC's best workplaces of 2018!

About the role...

Our Business Operations team sits at the center of our Operations department and partners with our frontline teams to develop and execute strategic initiatives and accelerate the business’s effectiveness and efficiency. Reporting to the Head of Business Operations, our Training and Learning Lead will work closely with our Sales, Case Management, Success and Experience teams to develop and deliver strategic and tactical training methods across all of our business lines.

You’ll help to design, develop and deliver exciting training programs and high-impact initiatives across our Operations team organization and our business lines. You will play an integral role in developing Pg’s operations strategy, enhancing the performance of our teams, contributing to our culture and building some processes from the ground up!

 You will...

  • Take the lead on designing, developing, implementing and facilitating training and development programs to support the Inside Sales, Case Management, Success and Experience teams across our business lines (Life, Property & Casualty, Disability, etc.) to ensure optimal employee retention and performance
  • Utilize a variety of learning methods including, but not limited to, LMS, classroom sessions, conference calls, webinars, external software tools, etc.
  • Expand on existing programs for new hires, including operations-specific training on systems, policies and procedures, methodologies and customer service
  • Prepare and conduct assessments to measure training effectiveness, retention, and performance
  • Develop an overall learning agenda based on regular needs assessments and training priorities
  • Track training participant results and satisfaction and identify opportunities for improvement in collaboration with leadership
  • Partner with and develop training "champions" to assist with best practices information collaboration and sharing
  • Assist teams with proper goal-setting tools for career and personal development

You have...

  • 5+ years professional experience in designing and building training and development programs, ideally with some experience in a high-growth / startup environment
  • Natural people leadership skills with the ability to quickly build trust with multiple stakeholders
  • Exceptional written and verbal communication skills with an emphasis on public speaking
  • Extensive process-driven project management capabilities, with diligent attention to detail and superior organizational skills
  • Deep subject matter expertise and knowledge in training and coaching methodologies for sales and non-sales teams
  • Passion and interest in financial services / financial protection
  • Proficiency with MS and Google applications, Apple products, CRM and LMS

You’ll get...

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Flexible PTO [for relevant roles]
  • Training, mentorship and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers
  • Dog companionship
  • Some fun surprises when you join… (Shhh… It’s a secret!)
Read Full Job Description

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • PostgreSQLDatabases
    • BigQueryDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • SketchDesign
    • UXPinDesign
    • TableauDesign
    • MouseflowDesign
    • Respondent.ioDesign
    • Usertesting.comDesign
    • ZeplinDesign
    • PrincipleDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • ClubhouseManagement
    • IterableEmail
    • LitmusEmail

Location

In the heart of the Flatiron district! Conveniently located near several NYC subway stops, the NJ Path train, and a short walk to Penn Station.

An Insider's view of Policygenius

What’s the vibe like in the office?

Think: startup meets productive adult office. The fridge is stocked with La Croix and there's usually a dog or two running around, but there's no ping pong. Everyone works hard and takes the job seriously. Strict "no chuckleheads allowed" policy. People are cool and from a really wide range of backgrounds.

Adam

Senior Product Manager

What kinds of technical challenges do you and your team face?

All of the normal challenges of building a modern (fairly cutting edge actually, if I do say so myself), scalable tech stack, just with the added twist of integrating with a bunch of fairly archaic APIs. The insurance industry historically isn't exactly a bastion of modern technology, but we're doing our darnedest to change that.

Trevor

Senior Software Engineer

What makes someone successful on your team?

Teamwork and problem-solving go a long way on my team and at Policygenius overall. I would say that individual ideas are not only supported but more importantly, encouraged. I'm consistently challenged, but always learning; our environment promotes both individual and professional growth. I'm looking forward to moving to the next level!

Masuda

Customer Success Associate

What is your vision for the company?

Our vision for Policygenius is to be the go-to consumer platform for insurance and financial protection. What Expedia did for travel, we're doing for financial protection. We're already the top platform for under-50 consumers for life insurance and disability insurance, and we're excited to expand that to new categories in 2019!

Jen

CEO

What's something quirky about your company?

So many team members have really interesting stories about their time before Pg. We’ve got trivia champions, ex-magicians, chicken bag experts, and even someone who used to be Madonna’s assistant. It’s all story-telling gold.

Justin

Chief Design Officer

What are Policygenius Perks + Benefits

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Child Care & Parental Leave Benefits
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Pet Friendly
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
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