Job Description

PLATFORM is a national, privately owned Canadian brokerage specializing in insurance, surety, sub-default insurance and benefit solutions. We are driven by industry at the heart of everything we do. Our team blends sophisticated expertise with strategic thinking, ensuring that our tailored solutions meet and exceed client expectations.

Your Impact at PLATFORM

The successful candidate will be responsible for planning, administering, and implementing training and onboarding programs. This role ensures that all new colleagues receive consistent, high-quality training on systems, tools, workflows, protocols, and procedures to support operational excellence within the firm. We are looking for professionals who want to join an exciting, fast paced environment with a strong learning culture and a focus on overall development.

Plan, administer and implement training and onboarding programs ensuring all new colleagues receive consistent and high-quality training on systems, tools, workflows, protocols, and procedures including Epic, CSR24, Erlon, Microsoft Teams and other Office 365 products. Working closely with the Operations team and hiring managers, review work completed by new colleagues on a regular cadence (weekly is suggested) to ensure compliance with documented procedures with in their first 30 days Complete assessments using evaluation methodologies and tools that measure the impact of successful knowledge transfer from internal training programs. Perform skills gap analysis to determine training needs of new and existing PLATFORM colleagues with a report to leadership every six months highlighting trends and recommendations Identify &/or develop resources (ie. job aids, checklists etc.) to help colleagues learn new technical skills &/or reinforce PLATFORM workflows, protocols, and procedures Develop and maintain effective communication to promote learning and development initiatives to increase awareness of new and existing workflows, protocols, and procedures Coordinate and lead more in-depth lunch and learns to enhance colleague skills on internal processes Ability to travel to other office locations across Canada

Education, Experience & Qualifications

Five (5) years of experience in Commercial Insurance or Surety Advanced Knowledge of Applied Epic, Microsoft Office 365 Knowledge of Erlon is an asset Highly effective written and verbal communication skills * Post-Secondary education preferred