Health & Benefits - Training Lead (Remote)

Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
This position is responsible for developing a training program for new hires / onboarding as well as ongoing training throughout the year. The Trainer position assists in the development, review, and updating of all internal policies, procedures, and desktop procedures. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our agents, team members and vendor partners. This role may also assist with answering calls on high call volume days. Lastly, the incumbent will work closely with the management team and the Training Department on refresher training and any training gaps.
Work closely with the Senior Director of the team in the training and development of the client service teams. Activities include, but are not limited to:

• Train team members and identify training gaps and determine appropriate training solutions. Work directly with staff on any additional training and address any ongoing training/ coaching needed.
• Create job manuals/ aids and other training materials, ensuring they are up to date at all times.
• Work collaboratively with Training Department to create training and tools where needed to address training issues. This includes UAT testing/feedback prior to implementation.
• Design and testing of new product offerings and new software applications.
• Maintain a positive work atmosphere with the team and internal departments.
• Assist in developing, updating, reviewing, and testing internal Procedures and Desktop Procedures.
• Maintain a professional approach to client service, consistent with Inspira's protocol and service levels.
• Recommend and implement ways to improve efficiencies.
• May facilitate meetings with partner areas or within Department.
• Ability to collaborate with Training department to design, develop and evaluate training programs and tools.
• Other duties as assigned.

Department hours are 7 a.m. CT to 9 p.m. CT . Applicants should be available to work an 8 hour shift falling within this daily window. Up to 20% nationwide traveling for conferences and department meetings.
Preferred Qualifications

• 3-5 years of experience
• Bachelor's Degree in Business, Communication, or related field
• Certification: CISP preferred

Skills & Abilities:

• Strong working knowledge of trust accounting system
• Energetic, client service focused individual
• Possesses strong written, verbal, time management, presentation, and communication skills
• Able to apply relationship building skills to internal and external clients
• Has strong computer aptitude; proficient in Microsoft suite of products
• Display timely and accurate judgement/decision making
• Strong problem-solving skills and ability to multi-task
• Is detail-oriented, organized, and dependable
• Strong analytical and innovative skills
• Ability to maintain the highest quality of service and professionalism
• Possess a positive attitude and be able to perform well in a collaborative team environment
• Understanding of effective teaching methodologies/tools and ability to adapt training to individual needs
• Willingness to keep abreast of new techniques in training solutions
• Ability to collaborate with Training department to design, develop and evaluate training programs and tools
• Working knowledge of InContact and Salesforce/Service Cloud preferred
• Bilingual language skills a plus

Compensation & Benefits
$25.25/hr-$30.75/hr