• Learning Strategist
  • 5 Expert Trainers


  • Identified and qualified training talent with experience in sales, underwriting, and system implementation training
  • Deployed 5 expert trainers  to deliver training on the new, customized insurance system to 2,000 Kaiser’s sales and underwriting personnel 
  • Provided input into the system requirements and administered all training functions for beta tests 
  • Facilitated both live web training and instructor-led
  • Collaborated with the development team to report and resolve issues that occurred during and after the facilitation process


  • Effectively trained all 2,000 Kaiser sales and underwriting personnel in the state of California on the new system and processes
  • Completed training of personnel while abiding by the specified training schedule
  • Successfully migrated to the new pricing policy and system with no interruptions in service or quality
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