Manager, Activation Services

Job Description:

Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for a Manager of Education Services who will provide oversight and guidance in the delivery of training engagements to our clients in accordance with Applied Systems Core Values and defined Education Services Principles. 

The Manager of Education Services is integral in the attainment of revenue, expense, and resource utilization goals as well as overall positive customer experience. This person will drive the development and refinement of new training offerings, artifacts used in training delivery, and policies and procedures for the department based on strategic goals and direction defined by the VP and Director of Education. The Education Manager also manages the day-to-day aspects of assigned direct reports.

What You’ll Do

• Oversee the delivery of education engagements and improve training offerings, including the development and refinement of education content.
• Drive development of initiatives, own project deliverables and manage resources to ensure the right team members are on the right engagements.
• Work with high-profile accounts in a governance capacity, and handle client interactions to resolve identified issues with training or personnel.
• Monitor client deliverables, survey results, and staff performance to ensure customer satisfaction and identify opportunities for staff development.
• Foster inter-department cooperation and communication, particularly with Sales, Services teams, and Support, to enhance customer experience.
• Maintain a Skills Matrix for direct reports, communicate staff capabilities, and participate in business development efforts.
• Lead performance appraisal process, provide salary and bonus recommendations, and manage underperforming staff.
• Assist in updating & implementing the New Hire Onboarding process, and oversee billable utilization of assigned team members.
• Facilitate and lead training events, and serve as a backup for staff on client engagements when necessary.
• Achieve annual departmental goals and targets.

What You’ll Need to Succeed

• Proficient in engaging actively in the formulation and dissemination of educational content and policies.
• Proven track record in spearheading business development initiatives.
• Demonstrated expertise in collaborating with Resource Management teams for optimal resource distribution.
• Accustomed to promptly addressing inquiries and requests from Sales.
• Capable of managing and approving team members' timesheets and expenses within set deadlines.

We’re looking for someone who:

• Can work remotely or from an Applied Systems office.
• Is willing to travel onsite to clients (less than 25% of the time)
• Is an enthusiastic supporter of colleagues and direct reports

Your experience should include some or all the following:

• 3-5 years experience as an Education Team Manager with superior performance, or equivalent external experience
• Solid understanding of OpenAir (or other PSA system).
• Successful problem solver who can balance his/her own needs, the needs of assigned team members, and the needs of the organization.
• Motivates others to pull together to meet goals and objectives.
• Intermediate to Advanced MS Excel and MS Word skills.
• Bachelor’s degree or equivalent work experience in training, education, or an insurance environment 
• We proudly support and encourage people with military experience, as well as military spouses, to apply.

Additionally, you may have:

• A background in the insurance industry
• Hands-on experience using Applied Systems software (such as Applied Epic, EZLynx, etc.)

What You’ll Gain

Benefits from Day One

• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) and/or RRSP retirement savings plans with employer match.

Work-Life Balance

• Competitive paid vacation time and a free day for your birthday
• Personal/sick time
• Paid holidays
• Flex Time
• Paid parental leave (U.S. candidates)
• Volunteer time off

Empowering Career Growth and Success – We invest in talent, care about our people and are empowered by the results of our work. We grow our teams from within and give our employees opportunities to advance.

What We Value

We strive for excellence at every turn to be the best at what we do. We invest in talent, care about our people and are empowered by the results of our work. We fulfil the promise of insurance – safeguarding and protecting what matters most in people’s lives. And there is no more important job than that.

Our focus on the workforce, workplace and marketplace gives us a qualified individual in an environment in which they can be productive while we maintain our position in the industry. To help drive that change toward a vibrant, modern workplace, we have employee-driven networks with commonalities in ethnicity, gender, sexual orientation, and military status.

Who We Are

Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest agency and brokerage management systems provider, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people worldwide to safeguard and protect what matters most. For 40 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. From partnerships, acquisitions, and insurance innovation initiatives, Applied has focused on efforts to be the indispensable partner in our industry.

EEO Statement

Applied Systems is proud to be an Equal Employment Opportunity and Affirmative Action Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.

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