Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Beatriz Rodrigues

Kissimmee,FL

Summary

An enthusiastic results-oriented training professional adept at working with both groups and individual students to drive material home and make an impact. Decisive leader and complex problem-solver with excellent organizational skills and big-picture approach. Comfortable with remote training technology and methodologies. With a top-notch work ethic and analytical skills. Offering 7 years of experience in Insurance. Over 5 years of experience in corporate training. Successful at developing training plans and supplementary materials to help all students excel and become thriving insurance agents. While also working under strict deadlines and makes independent judgments about effectiveness of training.

Overview

13
13
years of professional experience
1
1
Certification

Work History

College of Insurance Training Lead

Teletech Holdings
Orlando, FL
08.2016 - 09.2021
    • Schedule and teach in person and virtual training courses to increase learning opportunities.
    • Mentor new hires, resulting in stronger staff development and increased productivity.
    • Gather and organize supplementary material to support structured lessons.
    • Identify and proactively solve internal problems related to employee turnover by revamping training approaches.
    • Track attendance and progress against goals for each participant.
    • Develop individualized plans to help every student reach the goal of passing their state exam and receiving a license within two week timeline.
    • Alternated training methods to diversify instruction, strengthen learning opportunities and enhance program success.
    • Conducted orientation sessions and organized on-the-job training for new hires.
    • Managed new employee orientation training process for more than 1000 employees each year.
    • Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
    • Managed new employee orientation training process for more than 1000 employees each year.
    • Assessed skill gaps for employees in COI department and developed training courses to meet identified needs.
    • Directed training programs and development paths for trainers and students.
    • Trained staff during demonstrations, meetings, conferences and workshops.
    • Applied adult learning and performance expertise to assess behavioral and ability issues impacting work performance.
    • Organized and edited training manuals, multimedia visual aids and other educational materials.

Kaiser Permanente Subject Matter Expert/Trainer

Teletech Holdings
Orlando, FL
08.2014 - 09.2021
    • Developed effective training manuals, modules and teaching aids.
    • Led cross-functional training for external and internal agents and created all training materials and exams.
    • Coordinated with engineers and corporate leadership to identify training and development opportunities to improve safety and optimize performance.
    • Reviewed effectiveness of programs and proposed updates to maximize success.
    • Monitored employee progress and gave feedback to management and additional training requirements.
    • Created monitoring strategies to verify implementation of practices introduced in training.
    • Conducted evaluations and observed employee performance to identify areas of needed improvement.
    • Handled over 40 daily clients, switching between classes flawlessly and maintaining positive attitude

Training Manager

Hola Seguros LLC
Doral, FL
09.2021 - 02.2022
  • Conducted orientation sessions, onboarding, and organized on-the-job training for new hires.
  • Alternated training methods to diversify instruction, strengthen learning opportunities and enhance program success.
  • Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
  • Organized and edited training manuals, multimedia visual aids and other educational materials.
  • Trained staff during demonstrations, meetings, conferences and workshops.
  • Communicated all learning and performance objectives, schedules and training assessments to upper management.
  • Led daily, weekly and monthly coaching, counseling and feedback sessions.
  • Tested all training software and hardware prior to commencing training programs.
  • Planned and monitored implementation of technology-based learning programs.
  • Created curricula, research topics and conceptualized course format, subject matter and presentation.
  • Targeted diverse learning modalities in development of new course content and training programs.
  • Delivered private instruction to adult learners in variety of fields on leadership development, professional writing, business communication and delivery of proposals and presentations.
  • Managed new employee orientation training process for more than 800 employees each year

Education

Valencia College
Orlando, FL

Technical Education Center-Osceola
Kissimmee, FL

Skills

  • Student rapport
  • Active listening
  • Leading by example
  • Proficient in Microsoft Office Suite, Kronos, Salesforce, Exam Fx, Zoom
  • Course Planning
  • Instrumentation
  • Materials Preparation
  • Training Method Development
  • Attention to Detail
  • Orientation and Onboarding
  • Creative Solution Development
  • Virtual Learning Management

Certification

2-40 Florida Insurance License

Training Manager Certification

Trainer 101 Certification

Team Lead 101 Certification

At Home Training Basics Certification

Lean Six Sigma Certification

Timeline

Training Manager

Hola Seguros LLC
09.2021 - 02.2022

College of Insurance Training Lead

Teletech Holdings
08.2016 - 09.2021

Kaiser Permanente Subject Matter Expert/Trainer

Teletech Holdings
08.2014 - 09.2021

Valencia College

Technical Education Center-Osceola
Beatriz Rodrigues