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70k - 85k USD/year

Office

Walnut Creek, California, United States

Full Time

Objective:

The Corporate Trainer will develop, design, and implement training programs for Heffernan’s employees in collaboration with business unit leaders and subject matter experts. The primary goal is to enhance employees’ knowledge base, skill sets, and improve performance and productivity in their roles. This role supports all Heffernan Group (HG) entities.  

Responsibilities Include:

  • Conduct training needs assessments to identify employees' knowledge and gaps in skill, to determine training priorities.
  • Design and develop engaging, interactive, and effective training programs, modules, and materials for different types of learners.
  • Deliver training sessions, either in-person or virtually, to groups of employees and evaluate the effectiveness of each training.
  • Collaborate with subject matter experts to ensure that training content is accurate and up to date.
  • Develop and administer engagement surveys to gauge the effectiveness of each training program and gather employee feedback.
  • Leverage the Learning Management system to create interactive and insightful training dashboards, reports, and analytics to monitor and report on training effectiveness and impact.
  • Apply quality and process improvement methodologies, such as Six Sigma, to optimize training processes and enhance overall program quality.
  • Actively engage with managers and stakeholders to understand and align training priorities.
  • Other projects as assigned.

Requirements:

  • Education – High School graduate/GED required.
  • Minimum of 3-5 years of technical administrative experience. Insurance industry experience a plus.
  • Advanced Microsoft Suite skills, particularly Excel, Word, and PowerPoint. Proficient in creating and evaluating spreadsheets and data, including pivot tables, formulas, graphs, and charts. Presentation build and design skills experience required.
  • Video editing and design skills required.
  • Proficiency in creating training dashboards and analytics.
  • Strong understanding of quality and process improvement methodologies. Any quality and process improvement certifications are a plus.
  • Advanced organizational skills with the ability to handle multiple assignments.
  • Experience working with learning and project management systems.
  • Adaptable, self-starter with experienced decision-making skills.
  • Effective communication and collaboration skills, both written and oral.
  • Problem-solving and analytical skills, with attention to detail.
  • Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits).

Compensation:

The base salary range for this position is $70,000.00 to 85,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

These are practices that represent our unique employee culture.

  • Answer The Phone (And Email)Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
  • Have FunFun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
  • Be RespectfulLend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. 
  • Do GoodThis is our core. We strive to do good for our clients, our community, and our planet.
  • Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

Working Conditions:

  • Work environment is indoors, sitting at a desk or standing for extended periods of time.
  • Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
  • This position may require flexibility to work hours outside of a regular schedule.
  • Ability to travel up to 25% or as necessary for on-site training and company events.

Corporate Trainer

Office

Walnut Creek, California, United States

Full Time

70k - 85k USD/year

October 10, 2025

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Heffernan Insurance Brokers

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