Chéri Cruz
Davenport,FL
Summary
Passionate Corporate Trainer with 8+ years of hands-on experience developing and delivering professional development training. Engaging and informative trainer with success at integrating instructor-led, virtual and in-person training, with e-learning. Personable communicator and coach-driven to elevate performance at any staff level.
Overview
9
9
years of professional experience
2
2
Languages
Work History
Lead Trainer| Assistant Manager
EXL Service
03.2022 - 01.2024
- Classroom management and instructional design, in a virtual training environment
- Training focused on new hire training, compliance training, product training and onboarding
- Developed Standard Operating Procedures and Training Manuals and training on using the SOPs
- Training program development, management and facilitation of training sessions, using knowledge of the effectiveness of methods such as in room training, interactive training, hands on demonstrations, on-the-job training, assessment tools and workshops
- Ongoing support post-training completion
- Maintained training records for attendances, learning modules, performance metrics, aattendancend daily debriefings
- Evaluated and analyzed training needs and modes of training delivery to optimize training effectiveness and improve existing programs to ensure all regulatory requirements continue to be met
- Coordination of training schedule, for incoming agents and uptraining
- Assessed training needs through surveys, interviews with employee focus groups or consultation with managers
- Confer with management and conduct surveys to identify training needs based on projected production processes, changes, and other factors.
Lead Trainer| Supervisor
BroadPath (Express Scripts & Florida Blue Projects)
03.2018 - 09.2021
- Developed Standard Operating Procedures and training on using the SOPs
- Training program development and facilitation of training sessions, using knowledge of the effectiveness of methods such as in room training, interactive training, hands on demonstrations, onthe-job training, assessment tools and workshops
- Training focused on New Hire training, compliance training and Onboarding
- Ongoing support post-training completion
- Maintained training records for attendances, learning modules, performance metrics, and daily debriefings
- Evaluated and analyzed training needs and modes of training delivery to optimize training effectiveness and improve existing programs to ensure all regulatory requirements continue to be met
- Assist with coordination of training schedule
- Assessed training needs through surveys, interviews with employee focus groups or consultation with managers
- Documented attendance, developed reports, training of proper sales techniques
- Confer with management and conduct surveys to identify training needs based on projected production processes, changes, and other factors.
Insurance Broker
Sihle Insurance Group
05.2017 - 11.2017
- Educated clients on coverage and policy specifics, as well as quoted all new business policies while crossselling to other insurance products
- Service clients by researching existing client coverage with other carriers to continue to provide competitive pricing and peace of mind
- Promoted company to prospective business, realtors, and brokers to gain industry relationships for leads sourcing
- Handled unforeseen problems and complaints to provide top notch customer service.
Premium Audit
CNA Insurance
05.2016 - 01.2017
- Collected, processed, and analyzed various policy audits, performed, and followed up on initial audit requests
- Communicated with various brokers, underwriters, insured, and claims analysts on matters about audits via telephone, emails, and other correspondence
- Maintained comprehensive supporting documents and sent out appropriate audit request letters daily with timely follow-up.
Licensed Insurance Agent Manager
AAA Auto Club Group
05.2015 - 02.2016
- Specialized in group insurance, individual insurance and B2B sales
- Educated clients on coverage and policy specifics, as well as quoted all new business policies while crossselling to other insurance products
- Service clients by researching existing client coverage with other carriers to continue to provide competitive pricing
- Trained and mentored all new hire licensed agents and customer service representatives, including onboarding and compliance training
- Assigned tasks to associates, staffed projects, tracked progress, and updated managers, patterns, and clients
- Developed technical and non-technical marketing collateral and presentations, public relations campaigns, articles, and newsletters
- Planned and executed events and marketing programs, producing 5-time target numbers of qualified leads.
Education
Bachelor of Arts - Business Management
Rasmussen University
05-2026
Skills
- Feedback Analysis
- Team Management
- Mentoring abilities
- Program implementation
- Training Needs Analysis
- Training delivery
- Learning Management Systems
- Data Analytics
- Producing videos
- Optimizing programs
- Assigning Work
- Organizational Development
- Lesson Planning
- Employee Onboarding
- Specializing in Insurance Sales and Service
- Training and mentoring
- Client Relationship Management
- Curriculum Design
- Organizational Leadership
- Designing teaching aids
- Salesforce expertise
Languages
English
Native/ Bilingual
Russian
Limited
References
References available upon request.
Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridImportant To Me
Work-life balance401k matchPaid time offFlexible work hoursWork from home optionPersonal development programsCompany CultureCareer advancementSoftware
Salesforce
LifePro
LMS
Microsoft Office
Teams
Zoom
Timeline
Lead Trainer| Assistant Manager
EXL Service
03.2022 - 01.2024
Lead Trainer| Supervisor
BroadPath (Express Scripts & Florida Blue Projects)
03.2018 - 09.2021
Insurance Broker
Sihle Insurance Group
05.2017 - 11.2017
Premium Audit
CNA Insurance
05.2016 - 01.2017
Licensed Insurance Agent Manager
AAA Auto Club Group
05.2015 - 02.2016
Bachelor of Arts - Business Management
Rasmussen University
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