Training Specialist
Fortegra
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- Location
- Richardson, TX
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 28
- Today
Career path
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About the company
Fortegra
Insurance · 501 to 1,000 employees
Smart AutoCare is the brand name for the vehicle service contract operations and the warranty, F&I and reinsurance solutions of the subsidiaries of Fortegra Warranty Holdings, LLC, a Fortegra company.
What you'll do
- Deliver onboarding and foundational training using established materials
- Train associates in claim policies, procedures, and basic claim handling expectations
- Provide system and tool training with guidance and structured content
- Support readiness assessments through call monitoring, claim reviews, and knowledge checks
- Provide day-to-day coaching and reinforcement of standard processes and best practices
- Support the maintenance of training materials, job aids, and documentation
- Track training completion and participation metrics
What you need
- High school diploma and at least two years of college or an equivalent combination of education and experience
- At least 2 years of experience in training or a related operational role
- Effective verbal and written communication skills across multiple audiences and levels
- Ability to coach, influence, and support associate development without direct supervisory authority
- Proficiency in Microsoft PowerPoint, Excel, and Outlook
- Willingness and ability to travel occasionally as business needs require
- Bachelor’s degree in related field (preferred)
- Basic understanding of claims processes, policies, or call center operations (preferred)
Key skills
Verbal and written communicationCoachPresentingFacilitating training sessionsAnalytical skillsProblem-solving skillsMicrosoft PowerPointExcelOutlookOrganizeDocumentManage multiple priorities
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Read the full posting here
Smart AutoCare is the brand name for the vehicle service contract operations and the warranty, F&I and reinsurance solutions of the subsidiaries of Fortegra Warranty Holdings, LLC, a Fortegra company.
The Training Specialist plays a critical role in claims. This is a full-time, in-office position based in Richardson, TX. Level 1 training role focused on delivering established training content, supporting associate readiness, assisting with job aids, and reinforcing claims policies and procedures. Works under guidance from leadership or senior training team members and escalates complex training or performance concerns as needed.
Minimum Qualifications:
High school diploma and at least two years of college or an equivalent combination of education and experience; Preferred Bachelor’s degree in related field.
At least 2 years of experience in training or a related operational role.
Exposure to training, coaching, or peer support.
Basic understanding of claims processes, policies, or call center operations preferred.
Primary Job Functions:
Deliver onboarding and foundational training for new and existing associates using established materials.
Train associates in claim policies, procedures, and basic claim handling expectations.
Provide system and tool training with guidance and structured content.
Explain basic workflows, team structures, and processes to support understanding of operations.
Support readiness assessments through call monitoring, claim reviews, and knowledge checks.
Provide day-to-day coaching and reinforcement of standard processes and best practices.
Assist in identifying training gaps and escalate trends to leadership or senior trainers.
Support the maintenance of training materials, job aids, and documentation.
Track training completion and participation metrics.
Periodically participate in any projects, reports, documentation, tasks or objectives assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
Effective verbal and written communication skills across multiple audiences and levels of the organization.
Ability to coach, influence, and support associate development without direct supervisory authority.
Comfortable presenting and facilitating training sessions for groups of up to 20 participants.
Strong analytical and problem-solving skills with the ability to translate information into clear, actionable guidance.
Ability to organize, document, and maintain training and performance related data accurately.
Proficiency in Microsoft PowerPoint, Excel, and Outlook.
Ability to manage multiple priorities in a fast-paced, deadline driven environment.
Willingness and ability to travel occasionally as business needs require.
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