Training Specialist (REMOTE)

Training Specialist (REMOTE)

Position Overview:

At Bloom, we are dedicated to revolutionizing the insurance industry through innovation and excellence. We are seeking an experienced and dedicated individual to lead efforts to implement a training program for new representatives in a call center environment. This role will involve mentorship from the training program to a team of seasonal trainers during the Annual Enrollment Period (AEP). Following AEP season, this position will serve as the primary trainer to continue the efforts of the training department. This hands-on role will report to the Training Operations Manager to ensure the success of training initiatives to include in-person and remote training.

We are looking for an exceptional individual who can:

  • Lead daily classes. At times, more than one class may be conducted.
  • Trains, motivates, evaluates, and coaches new and existing agents on procedures, sales techniques, and performance goals.
  • Works as a Change Champion by planning, communicating, and implementing Operational changes.
  • Participate in the planning and on-boarding of new & existing agents.
  • Available to answer questions, manage escalations and give ongoing consistent feedback.
  • Educate new & existing agents on calls with system, policy, program and procedure knowledge.
  • Attend formal one-on-one meetings to review and discuss performance, goal attainment and career development.
  • Manages and monitors daily workflow and reporting to ensure business objectives are maintained and accurately reported.
  • Use reporting tools, product knowledge, and sales strategies to coach, mentor and motivate sales agents as needed.
  • Observe calls either live or via Quality reports, accurately provide professional coaching feedback to improve employee performance.
  • Effectively communicates compliance requirements to agents and escalates compliance observations/risks to the Education & Training Department & the Compliance Department.
  • May be asked to support production in agent capacity during peak seasons.
  • Perform all other duties as assigned.


  • Bachelor’s degree in Education, Adult Learning, Health Administration or related field; or 4+ years of related experience
  • Health Insurance License is required
  • 1+ Affordable Care Act/Marketplace/Medicare/Medicaid/Individual Insurance sales experience required
  • 1+ years of experience delivering exceptional instructor-lead in-person and/or virtual training

Required Skills and Abilities

  • Must possess excellent oral and interpersonal communication skills
  • Able to effectively communicate and lead (control) a group of 20+
  • Comfortable facilitating educational activities such as role-plays and interactive exercises
  • Able to adapt to changing routines and roles (support/lead/administration), as well as needs of the department
  • Excel at computer skills: general usability, keyboarding, internet, equipment, and Microsoft Office 365 applications
  • Excellent attention to detail in record keeping
  • Possess excellent problem-solving skills
  • Available to work all shifts in preparation for Annual Enrollment Period
  • Extended hours are required during ramp-up period
  • People motivator/ influencer
  • Quick to learn and assimilate information, distill, and communicate effectively
  • Able to prioritize tasks to complete effectively and efficiently
  • Comfortable giving critical performance feedback
  • Able to lead as well as work well within a team
  • Can effectively manage time and perform under pressure

What We Offer

Bloom operates with a people-first culture, which means listening to our employees to provide the benefits that mean the most to them. Our competitive compensation, comprehensive health coverage, long-term growth opportunities, and remote work environment are among the reasons that many of our employees have been with us since the beginning of our business. BeBloom™, our proprietary employee training and engagement program, helps you learn our business model and immerse yourself in everything our culture has to offer from day 1. From virtual live events to mentorship and leadership programs and employee-led councils, there are countless opportunities to get involved, build connections, and share your voice – because at Bloom, the real you belongs here.

Core Values:

  1. Put People First: Uphold and promote a people-first culture within the organization, emphasizing empathy, kindness, and a commitment to making a positive difference.
  2. Be Stronger Together: Embrace a team player mentality, leveraging the strengths of yourself and others to collaborate as one team.
  3. Do What’s Right: Adhere to high ethical standards, acting with integrity to do what’s right for partners, customers, and colleagues.
  4. Embrace a Growth Mindset: Embrace a culture of continuous learning, education, and professional development.
  5. Drive Solutions: Demonstrate ingenuity and skill by sharing ideas and solutions that drive our mission forward.

About Bloom

Bloom is a third-party insurance services provider that partners with Medicare health plans to enable high-quality Medicare enrollment and drive earlier health plan activation. Founded in 2007, Bloom has partnered with national and regional payers to implement solutions for every step of the member journey, from telesales and quote & enroll to health activation outreach. Supported by its Ascend technology platform, Bloom produces closer connections and better outcomes for Medicare beneficiaries and health plan stakeholders to deliver High Value Enrollment.