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Auto Risk Insurance Analyst/Trainer

Client Services Representative

Key Skill Sets:

 Risk Management & Insurance education and/or relevant work experience
 Ability to apply an understanding of an insurance policy to a claim, training material
and/or Dealer questions in order to determine coverage
 Data analysis (Excel experience and ability to present findings/results)
 Public speaking (classroom-style with class sizes ranging from 4 – 40, with attendees
ranging from Cashiers to General Managers)
 Ability to interact with all levels of the client ranging from dealership personnel (i.e.,
Cashier to General Manager) to TMNA field personnel (i.e., Regional/Area Managers) to
the highest level of management within TMNA HQ, including the contract “decision
makers”
 Attention to detail
 Superior verbal and written skills
 Poised under pressure
Overview of the role
 Dealer field training on the topics of insurance, loss prevention and risk management.
This includes responsibility for developing and maintaining a current/meaningful
PowerPoint presentation, authoring the Sedgwick training manuals for both Toyota and
Lexus and ensuring proper inventory of training materials in advance of training
seminars.

 Handle Dealer inquires/calls regarding Toyota/Lexus Policies & Procedures, claim-
related questions, insurance policy-related questions, etc. (current Dealer base =

approximately 1,200 Dealers)
 Provide support for 12 Toyota Regional/PD TRAC Managers and 27 Lexus Area
Managers
 Subject Matter Expert on TRAC/LCCS program guidelines and how they affect coverage
(i.e., acts as a resource to Sedgwick staff handling TRAC/LCCS claims)
 Review and approve claim denial recommendations
 Compile and present “Data Dashboard” and KPI information to the client
 Attend and participate in bi-annual business meetings with the client, broker and
underwriter
Key Job Requirements
 Ideal candidate will be a “self-starter” as initial training includes a great deal of reading
program and policy material, with application of the same to follow shortly.
 Per the contract, there are 36 training days per policy period – with date(s) and
location(s) of trips dictated by the client (i.e., Sedgwick does not set the schedule or
pace). Travel (via airplane) equates to 50% or more out of office time. All travel is with
the client; therefore, this candidate must have “professional stamina.”
 Given the amount of out of office time, this candidate must have superior time
management skills in order to stay on top of action items that came out of the prior
training seminar, prep for the next seminar and book travel details based on TMNA field
personnel and TRAC Consultant (aka the “travel team”).