Training And Events Manager

Sharedhr Seattle , WA 98113

Posted 3 months ago

At ABD we've built something special; an innovative company with a fulfilling and award-winning culture based on the core tenets of Work, Love and Play.

Work: ABD is a team of risk and reward advisors who provide industry leading services and resources in insurance, risk management, human resource management, employee benefits and retirement programs to our clients, so they can focus on building their success. At ABD, your ideas and actions matter. You control your work, engage your intellect and are supported as you grow your expertise.

Love: We love what we do. We thrive on the opportunity to innovate and BE better. We are also committed to spreading our passions evenly, so that every ABD employee has a fulfilling life in addition to a rewarding career. At ABD, you are part of a team that is in this together!

Play: We enjoy our clients and colleagues. And we believe that balanced happiness leads to shared success. We love a lasting laugh and try not to miss out on a good time whether it's a game, bowling, onsite barbeque, or a spontaneous celebration of our team-mates. At ABD, we share the fun of life and have fun at work.


Wholesale Benefits is looking for a Training and Events Manager who is responsible for building awareness of Wholesale Benefits and its clients, educate and train new and potential customers on the benefits of Wholesale Benefits client services, and serve as the public-facing representative of both Wholesale Benefits and its clients. The ideal candidate is outgoing, highly organized and tech savvy.


Our team is looking for someone who is entrepreneurial, enjoys a fast-paced environment, and likes to take initiative and gets things done. We are supportive and always available to help or provide guidance when needed. The most exciting thing about this role is the variety of individuals and clients you'll be working and interacting with. As a brand ambassador for Wholesale Benefits, and one of the most visible roles at ABD, each day will bring new and unique opportunities to market ABD and the Wholesale Benefits brand. If you have a "can do" attitude and like to find solutions for process improvements, this is the role for you! As a young division within ABD, we are looking for someone to help mold and grow with the team. Someone who can think quickly on their toes.


  • This position is a salary, exempt, and full-time role.

  • This position is located at ABD's Seattle office.

  • The position reports to the Wholesale Benefits Director of Marketing.


  • Plan and execute training events (live and digital), appreciation events, client meetings, and marketing events.

  • Represent and promote Wholesale Benefits and its clients at industry events, sponsorship events, trade shows, networking events and client appreciation events.

  • Facilitate, educate and train on Wholesale Benefits technology platform to retail health insurance brokers and other distribution partners.

  • Educate and provide training to retail health insurance brokers and other distribution partners on the features and benefits of various insurance products Wholesale Benefits is under contract with our clients to promote.

  • Coordinate and facilitate annual accreditation of retail health insurance brokers and other distribution partners.

  • Communicate and promote new products and services to enhance existing relationships.

  • Assist marketing with the design, writing and execution of client communications, including PowerPoint presentations, fliers, website updates and email blasts as they relate to their role.

  • Identify opportunities for marketing campaigns to increase sales.

  • Using knowledge of the market and competitors, assist in development of company and client selling propositions an differentiator.

  • Manage client relationships through regularly scheduled meetings.

  • Act as a liaison between clients, sales and marketing teams to increase sales. Report on monthly activities.

  • Identify new opportunities to grow business.

  • May be assigned other responsibilities and tasks as needed to support strategic vision of the client.

  • To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.


  • Excellent communication skills: written, public speaking and presentation preparation and comfortable with engaging c-suite level professionals.

  • Excellent customer service skills, professionalism and tact.

  • Proficient knowledge and use of Microsoft Office and advanced complexities of features.

  • Ability to be resourceful, take initiative, solve problems and offer solutions.

  • Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback.

  • Ability to work independently and as part of a team

  • Adaptability and flexibility to address issues and respond to client needs.

  • Excellent time management skills and ability to manage competing priorities and high volumes.

  • Ability to learn and adopt use of technology systems and software applications

  • Ability to multi-task, understand urgency and deal with changing priorities and deadlines.

  • Proficient at project planning and time management.

  • Ability to forge relationships and build trust with clients, carriers and internal stakeholders.

  • Strong understanding of industry knowledge and the ability to analyze data.


  • Bachelor's Degree in Business, Marketing, Communications, or something related is required.

  • 2-3 years of training experience (life trainings, webinars, etc)

  • Experience in designing, writing, and producing training materials.

  • Wholesales insurance knowledge, Employee Benefits insurance knowledge are a plus.

  • Able to travel for 15% of work (primarily on the West Coast of USA)

  • Salesforce and/or Marketo experience is a plus.


  • Must have WA State Life and Health License.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Requires moderate to long periods of time sitting at a desk, using computer monitor and keyboard, speaking on the phone, etc.

  • Requires short to moderate (intermittent) periods of time standing or walking, often to and from meetings that require sitting.

  • Requires very occasional lifting of objects (mostly documents, lap top equipment, etc.) that weigh fewer than 20 pounds.

ABD is a team of expert advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients. The Wholesale Benefit Practice division, Advanced Professionals Insurance and Benefit Solutions is a practice that provides exceptional service, sound advice and professional benefit consulting to plan sponsors and insurance carriers. As a General Agent, we are credible, passionate, and innovative. We value our trusted relationships with our plan sponsors, carrier business partners and our product distributors.

NOTE: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

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Training And Events Manager