Customer Service Training Specialist at Oneplan Underwriting Managers (Pty) Ltd

Learning & Development

• Conduct training needs analysis
• Develop, compile and maintain training manuals, records and support materials as needs arise, ensuring that material remains current and relevant
• Create, schedule and deliver training programmes focused on learning methods and based on employee needs, business priorities and best practice
• Monitor and evaluate the effectiveness of training by deploying measurement and feedback tools that track outcomes and ensure alignment of objectives as well as to assess learners
• Provide technical support and expertise through query resolution in support of the business in overall development of employees
• Provide support with regard to new projects and technology
• Design learning material by applying innovative techniques and best practices for effective delivery of content
• Design and maintain functional and technical learning programme content and assessments
• Design e-learning material (storyboards)
• Design infographics, graphics, presentations and other
• Develop e- Learning material to meet the defined and intended outcome of the training and suggest further action (i.e. observations)
• Align learning material to meet best practices for learning
• Develop programme content in line with quality standards for quality implementation purposes
• Upload and test signed-off learning material on the LMS
• Ensure learner understanding of material/subject matter by designing and developing assessment tools (pre and post) to assess strengths and developmental areas
• Advise leadership on development issues based on the outcome of the assessments and provide reports to business on development gaps and completion rates
• Ensure that assessments meet the agreed quality standards

Project Management

• Initiate requested project by arranging and conducting kick-off meetings with relevant business units
• Conduct needs assessments on training needs as required/identified by business by asking relevant questions, why, how, what etc.)
• Consult with business areas to agree on reasonable and achievable deadlines
• Facilitate joint analysis and design sessions, conduct business interviews and other information gathering techniques in order to determine learning material requirements
• Develop and present a Customer Service training proposal and plan based on the needs assessment and make sound recommendations/provide effective and quality solutions to meet the identified need
• Implement training and development plans
• Plan and implement learning programmes
• Coordinate resources associated with the design, development, testing and implementation phases of course content to ensure quality deliverables
• Ensure that all proposals, training material, project milestones are signed off by the HR Director
• Monitor achievement of project deliverables on a weekly basis and report on project status to the HR Manager/HR Director
• Escalate any unresolvable queries/issues/challenges to the HR Manager/HR Director

Capacity Building

• Discuss and explain feedback to the relevant business units to improve the overall quality of service.
• Map the need for training and refresher programs to be initiated
• Design capacity development interventions in collaboration with business units and coordinate the implementation of learning programs and coaching activities to address areas of development.
• Ensure targeted communication and capacity building programs in the performance management process to enable managers to effectively evaluate and measure individual and team performance and to optimize performance and productivity.
• In liaison with the Business Unit Managers and Talent Management teams, contribute to the implementation and management of employee development and talent management initiatives to address performance gaps related to capacity/knowledge gaps among employees.
• Prepare and analyze Performance Improvement reports for the Management team to review.
• Utilize reports on performance results for the development of action plans for agents.
• Provide feedback and input into enhancements of processes, training and systems based on trends.
• Fostering a culture of results, innovation, and quality assurance within the organisation.

Work Collaboratively

• Build a culture of respect and understanding across the organisation
• Recognise outcomes which resulted from effective collaboration between teams
• Build cooperation and overcome barriers to information sharing, communication, and collaboration across the organisation
• Facilitate opportunities to engage and collaborate with internal and external stakeholders to develop joint solutions

Self-Management

• Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained
• Demonstrate consistent application of internal procedures
• Plan and prioritise, demonstrating abilities to manage competing demands
• Demonstrate abilities to anticipate and manage change
• Demonstrate flexibility in balancing achievement of own objectives with abilities to understand and respond to organizational needs 

Requirements

• Bachelor's degree in either Education, Training and Development, Human Resources, or a related field.
• 5 years’ experience as a Customer Service Training Specialist / similar role within financial services industry & Call Centre environment (Desirable).
• Instructional Design experience and developing creative learning material. 
• Multi-media experience – videos, graphic designing.
• Sound knowledge of Learning Management System