Tuesday, November 25, 2025
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Distant Coaching Specialist – Buyer Assist (HCF) at Clipboard Well being



In regards to the Function

The Coaching Specialist will likely be answerable for onboarding new HCF Assist brokers, making certain they’re well-prepared for his or her assist roles. This place requires the power to acknowledge and handle the various coaching wants of each teams and people. The specialist will design and ship coaching applications that enhance brokers’ abilities and deepen their product information, making certain they’re totally geared up to excel of their roles.

The function calls for a deep understanding of the HCF-related processes, requiring the coach to be a product knowledgeable. The flexibility to rapidly grasp and talk product and course of information is important to confidently handle questions and design efficient coaching. The Coaching Specialist will repeatedly collaborate with product managers, material consultants, and inside stakeholders to collect enter, replace content material, and preserve the LMS (Lessonly) with the newest course of/product updates.
Familiarity with varied coaching strategies, together with digital classroom classes, role-play, e-learning platforms, and instruments corresponding to MS Workplace (Phrase & Excel), is essential to success on this function.
Working hours: 6:00am – 3:00pm Pacific Time

Day-to-Day Duties

  • Conduct new rent coaching classes for batches of 15-20 brokers, managing assessments and on-the-job coaching, with a aim of 90% certification move fee.
  • Determine coaching wants and conduct coaching(remedial/refresher) classes for poor performers and outliers
  • Deal with a minimum of 5 resolved tickets weekly to remain present with processes and determine gaps within the coaching content material.
  • Design, preserve, and replace new rent coaching content material, schedules, and trackers for newly employed brokers
  • Observe and shadow coaching classes of BPO to make sure the coaching classes are delivered as per the required requirements
  • Grade assessments on LMS to guage agent efficiency and progress.
  • Determine coaching wants and design plans to ship on these necessities, using varied coaching instruments and strategies, together with LMS, classroom lectures, movies, shows, and role-play classes.
  • Schedule and conduct refresher coaching classes to bolster information and abilities amongst present group members.
  • Put together Month-to-month PKT for the brokers to check their information and abilities, adopted by refresher for brokers who did not carry out properly within the PKT 
  • Put together coaching dashboards and coaching effectiveness experiences to stakeholders, offering insights into coaching outcomes and impression on agent efficiency.


Your First 90 Days

In your first 90 days, you possibly can anticipate to:

  • Full the new-hire coaching program, together with 1-2 weeks of day-to-day operations to evaluate coaching effectiveness.
  • Evaluate present coaching guides and plans, and determine areas of enchancment.
  • Develop and ship refresher coaching classes in your useful space.
  • Run a minimum of one new-hire coaching program from begin to end with a 90% throughput
  • Design content material on LMS based mostly on the current course of modifications and updates

What Units You Aside

Excessive Velocity: a buyer’s issues right this moment can not watch for tomorrow. You search for what may be performed right this moment to assist the Assist Crew right this moment whereas transferring ahead alongside a long-term technique.

Excessive Possession: As vital as it’s to coach individuals effectively, it’s equally important for a coach to determine glorious vs. poor expertise and flag a person whose abilities are less than the excessive commonplace of high quality in order that we are able to ship the perfect buyer expertise to our customers.

Metrics Mindset: You consider success is a measured consequence, you’ll drive higher buyer expertise by serving to the group obtain glorious CSAT, QA, and different key metrics together with different stakeholders.

Good Communication Expertise: Communication is not only about language or vocabulary; it is usually about partaking the learners within the dialogue and growing a two-way communication path. This allows a coach to convey info simply and precisely and correctly reply to questions or feedback from learners. Communication can be essential to develop an environment of sharing with out limitations in order that the learners don’t hesitate to share issues and talk suggestions.

Excessive Judgment: You will need to possess the power to evaluate trainees’ efficiency precisely. This requires glorious judgment in evaluating whether or not trainees are greedy the fabric, figuring out gaps in understanding, and offering tailor-made suggestions that results in enchancment. Analyzing conduct, abilities, and information retention permits the coach to information studying and lift flag when somebody is just not assembly requirements.

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