Onboarding & Training Specialist

At Duliban Insurance, our values of honesty, integrity, and hard work guide everything we do - from our innovative approach to insurance to our commitment to the communities we serve. We strive for excellence while staying true to our local roots. Duliban Insurance Brokers is an award-winning, third-generation brokerage and a divisional brokerage of The McDougall Insurance Group. Consistently recognized as a top insurance workplace, we are proud of the reputation we've built for both exceptional client service and a strong team culture. With offices across Niagara and Haldimand, our team is dedicated to helping clients find simple, affordable solutions for their auto, home, business, and farm insurance needs. Become a valued member of the Duliban Dream Team and work alongside dedicated, motivated individuals who are passionate about serving our clients and communities.

Job Title: Onboarding & Training Specialist

Department: Team Development & Optimization

Reports To: Team Development & Optimization Manager and Training & Development Leader

Compensation Range: $55,000 - $65,000

Hours of Work: Monday to Friday, 8:30am to 4:30pm (37.5 per week)

Work Location: Welland, Ontario, Canada (Hybrid)

Position Type: Permanent, Full-Time

Vacancy Status: Existing

The Opportunity

The Onboarding and Training Specialist is responsible for facilitating training, coaching, and mentoring for new team members as they are onboarded into the company. This professional would have the responsibility to develop and cultivate an onboarding program in order to provide new team members with the skills to be successful across all roles in the organization, including personal insurance and farm and commercial. Primary responsibilities of the Specialist will be to teach the curriculum and develop new insurance professionals. When there is no active onboarding taking place, the Specialist may be required to assist the Training and Development Leader as well as the Management team with special projects.

Primary Responsibilities

• Conduct comprehensive training sessions for new team members across our organization, covering key areas such as Applied EPIC, Applied Rating Systems, company procedures and workflows.
• Create a supportive and inclusive experience for all new team members entering the company.
• Present our company values and beliefs to all new hires to ensure a thorough understanding.
• Provide guidance and resources to team members to enable a seamless transition out of onboarding and into their respective roles.
• Assist in the identification of efficiencies and amending corresponding workflows and processes.
• Provide performance reports on individual team member progress to the appropriate leader(s).
• Support team members' transition into their role(s).
• Develop opportunities for a simulated client interaction via role playing various scenarios.
• Facilitate and support the learning of soft skills and sales techniques.
• Complete File Reviews for team members to determine compliance and identify knowledge gaps.
• Be a champion of the company core values: team, community, clients.
  
  

Required Skills and Qualifications

• Minimum 2 years of experience in the insurance industry.
• RIBO licence in good standing.
• Strong working knowledge of Applied Epic, ARS, and other insurance-related platforms.
• In-depth understanding of Personal Lines, Farm, and Commercial Insurance products.
• Demonstrated leadership abilities, including the ability to coach, mentor, and support team members in achieving goals.
• Previous experience in a training or mentoring capacity is considered an asset.
• Strong communication, interpersonal, and relationship-building skills.
• High degree of professionalism, integrity, and accountability.
• Proven ability to take initiative, think critically, and develop creative solutions to achieve business objectives.
• Excellent time management, organizational, and multitasking skills, with strong attention to detail.
• Ability to approach responsibilities with patience, enthusiasm, and dedication.
• Commitment to upholding company values and contributing to a positive team culture.
• Willingness and ability to travel to offices within the Duliban division as required.
  
  

RIBO

RIBO stands for the Registered Insurance Brokers of Ontario. RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers in the province of Ontario. To learn more please visit https://www.ribo.com/

Benefits

• Comprehensive benefits package, including medical, dental, and vision coverage
• Health Spending Account (HSA)
• RRSP and DPSP programs
• Paid personal days
• Competitive vacation entitlement
• Paid time to volunteer in the community
• Ongoing training and professional development opportunities
  
  

Accommodation

Duliban Insurance Brokers Ltd. is committed to providing accommodations throughout the recruitment process in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of the hiring process, please let us know and we will work with you to meet your needs.

Artificial Intelligence (AI) Hiring Disclosure

Duliban Insurance Brokers Ltd. does not use artificial intelligence (AI) to screen, assess, or select applicants for employment. Every application and resume is reviewed by a member of our hiring team.

Equal Opportunity Employer

Duliban Insurance Brokers Ltd. is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We are committed to fostering a respectful, inclusive workplace where equal employment opportunities are available to all applicants and team members.