Trainer

About the role

The Internal Job Title is Annuity Administration - Trainer Onsite, located in League City, Texas at Marina One. Reports to the Education & Development Specialist.

Responsibilities

• Facilitate training for new hires and existing employees across annuity administration functions
• Support training related to new business, post-issue, disbursements, withdrawals, surrenders, and related annuity processes
• Help employees understand and navigate key systems, including PolicyLink, Insight, BPM, and other related tools
• Create, update, and maintain reference documents, job aids, and training resources
• Partner with leaders and team members to reinforce procedures, answer questions, and support continued learning
• Adapt training delivery based on audience needs, learning styles, and department priorities
• Provide guidance, coaching, and feedback in a clear, professional, and supportive manner
• Continue learning across multiple areas of annuity administration to support cross-training needs

Qualifications

• Strong knowledge of annuity administration processes, including new business, post-issue, disbursements, withdrawals, or surrenders
• Confidence using or learning systems such as PolicyLink, Insight, BPM, SharePoint, RPS, SAP, or similar tools
• Ability to communicate clearly in both written and verbal formats
• Comfort speaking in front of groups and facilitating training from beginning to end
• Strong critical thinking, research, and problem-solving skills
• Able to explain information in different ways based on how others learn
• Adaptability and willingness to learn content outside of your current area of expertise
• Positive, professional approach with the ability to connect with and support others

Preferred Qualifications

• Prior experience training, coaching, mentoring, or serving as a go-to resource for others
• Experience creating or updating training materials, process documents, job aids, or reference guides
• Background in annuity administration, life insurance, financial services, or a service center environment
• Experience supporting both new business and post-issue functions
• Strong attention to detail and ability to provide thoughtful, constructive feedback