Learning Coach
Gallagher Benefit Services, Inc.
Introduction
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
As a Learning Coach, you’ll have the opportunity to shape learning across RPA, helping colleagues build the knowledge and skills they need as systems, processes and ways of working evolve.
You’ll turn business processes, system capabilities and strategic initiatives into practical learning experiences that support employee proficiency, consistency and adoption. Working across RPA business units and operational teams, you’ll partner with Operations, Technology, business leaders, subject matter experts and Learning & Development to understand learning needs and create solutions that connect directly to day-to-day work.
A key focus will be supporting AMS and other RPA systems and initiatives. You’ll help colleagues understand not only how technology works, but how it connects with the processes they perform. Your work will span learning needs assessment, curriculum and content design, training delivery, coaching and ongoing reinforcement.
You’ll also have the opportunity to contribute to system implementations, process changes and strategic initiatives, helping learning become an important part of how change is introduced and embedded across RPA.
How you'll make an impact
- Partner with RPA leaders, business teams and subject matter experts to identify learning needs linked to system implementations, process changes, operating standards and strategic initiatives.
- Assess learner audiences, workflows, skill gaps and performance needs to determine the right learning approach.
- Develop role-based learning plans and curricula that connect learning with operational readiness, employee capability and adoption.
- Design practical learning experiences using instructor-led, virtual and digital approaches.
- Work with Gallagher’s eLearn team to develop presentations, e-learning, facilitator and participant guides, job aids, quick-reference materials, simulations, assessments and knowledge checks.
- Translate complex system functionality and business processes into clear, learner-friendly content based on realistic workflows and scenarios.
- Serve as a learning resource for AMS and other systems used across RPA, supporting implementations, enhancements, onboarding and ongoing skill development.
- Partner with Technology, Operations, project teams and subject matter experts to understand system configuration, workflows, testing outcomes and business impacts before developing training.
- Deliver instructor-led and virtual learning sessions for colleagues and leaders, adapting your approach for different audiences and levels of experience.
- Provide coaching, office hours, refresher sessions and other reinforcement activities where additional learning support is needed.
- Work with initiative owners to connect learning with wider change management, communications, readiness and adoption plans.
- Evaluate learning through participant feedback, knowledge assessments, adoption indicators, stakeholder input and observed performance needs.
- Use feedback and lessons learned to continuously improve learning content, delivery methods and reinforcement.
- Build relationships across Operations, Technology, business leadership, HR/L&D and other teams to make sure learning is accurate, relevant and delivered at the right time.
- Manage assigned learning initiatives using clear plans, milestones, dependencies and stakeholder communication.
About You
Required:
- Bachelor's degree in organizational development, human resources, business, or related field.
- 3+ years directly applicable experience in insurance or financial brokerage.
- Proficient in developing and following individual work plan(s).
- Strong written and verbal communication skills.
- Proficient in using MS Office applications with key strengths in PowerPoint, Visio, and Project.
- Up to 10% travel, with specific area of travel being within assigned region and at times, travel to Gallagher headquarters.
Highly Preferred:
- Three or more years of relevant experience in learning and development, instructional design, training, insurance operations, financial services or a related environment.
- Experience designing and delivering instructor-led, virtual and/or digital learning.
- Experience creating learning and performance-support materials such as job aids, facilitator guides, presentations, assessments and e-learning.
- The ability to translate complex systems and business processes into clear, practical learning that colleagues can apply in their work.
- Experience partnering with stakeholders and subject matter experts to understand learning needs and develop appropriate solutions.
- The ability to plan and coordinate learning initiatives, including managing milestones, dependencies and stakeholder communication.
- Experience supporting system implementations, technology adoption, process changes or transformation initiatives is preferred.
- Insurance or brokerage experience is preferred.
- Experience with Epic or other agency management or operational systems is highly desirable.
- A bachelor’s degree in instructional design, education, organizational development, human resources, business or a related field is preferred. Equivalent relevant experience will also be considered.
- A professional learning or instructional design certification, such as CPTD/APTD or an equivalent credential, is a plus.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
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