Wes Huggins, Cpcu, Crm, Cic, Arm Email & Phone Number

Winston-Salem, North Carolina, United States

Manage all training aspects of organization. Develop and deliver all training for customers and employees. Maintain strong relationship with management team. Reports To: Director of Software Engineering.• Created training systems structure from the ground up.• Built SharePoint site for employee training to move all document-based, manual training systems and checklists to online site accessible 24x7x365. • Customer pre- and follow-on training accomplished via Customer Portal website.• Build continuous improvement training courses for hourly employees.• Create technical content for products including manuals, training materials, reference guides, and technical bulletins in a manufacturing environment.• Prepare and maintain training materials – including electronic training documents – for all employees and customers.• Coordinates and facilitates all onboarding activities with staff and sales team (new external clients and employees).• Creates customized and develops standard training to meet diverse needs over multi-time zone, 24/7 facilities.• Develops and maintains program schedules, curricula, training tools, content, and materials using a variety of systems.• Regularly investigates training requirements to suggest and act on implementing changes to training program.• Expert in Excel, Outlook, Power Point, Publisher, Teams, and Word; Additional skills in project / database management software (Procore, Microsoft Project, Microsoft Access, Visio), Jonas, HubSpot, and Workhub.• Created, maintains and updates SharePoint site as LMS to include content on company-developed and manufactured hardware and software products; learning workflows for job roles including Sales, Management, and Technicians; specialized learning for customers, GPL, PLC Introduction and Training; SCADA Simulator courses; and Dorsett Controls’ Workflows. Site tracks progress of learners in a tracked, tiered system of workflows and proficiency tests.

Remote / Wfh

Managed operations and training aspects of organization. Effectively coordinated all functions and activities related to operations of organization. Maintained strong relationship with management team.• Generated technical content for products including manuals, training materials, reference guides, and technical bulletins.• Used customer and quality data to identify areas for continuous improvement of field service and training.• Prepared and maintained training materials, including electronic training documents, for all employees and clients.• Coordinated / facilitated all onboarding activities with staff and sales team (new external clients).• Motivated over 250 trainees / associates by demonstrating positive attitude to improve productivity.• Developed and maintained program schedule, curriculum, training tools, content, and materials.• Worked closely with sales team to ensure consistent pipeline of strong prospects and assisted in onboarding process.

Remote / Wfh

Multi-function organization for Training in use of Agency Management and Accounting System.• Consulted with organization management to assess needs and plan improvements.• Defined and articulated learning outcomes, including measurements, performance metrics and changes to improve student learning.• Coordinated and facilitated employee engagement events and programs to help improve employee retention.• Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.• Gathered data about course success and participant experiences to help with future course planning.• Assessed program effectiveness and implemented improvements to increase quality of instruction.• Daily review of financial markets conditions and forecasts plus development and enhancement of individual trading systems and grow accounts 15% annually.• Implemented cross-training to improve depth of skill sets within team.• Recorded videos and wrote instructions to facilitate online and remote training programs.

Worked with Independent Insurance Agencies on agency systems challenges, and management, sales and operational challenges.• Identified needs of customers promptly and efficiently.• Contributed to success of client organizations by improving performance, motivation, job satisfaction, hiring practices, training programs and management systems. Average productivity increases of 12% to 18%.• Reviewed internal systems and organized training plans to address areas in need of improvement and conducted thorough reviews of operations to devise and deploy improvement strategies.• Motivated and encouraged team members to communicate more openly and constructively with each other.• Created professional sales presentations and attended retail trade shows to creatively communicate product quality and market comparisons to potential customers.

Provided hands-on in-person and online training (via WebEx) to over 200 independent insurance agencies in implementation and use of AMS360 and AfW agency management systems.• Agency sizes include single-location and multi-location / multi-state and franchise business models.• Defined and articulated learning outcomes, including measurements, performance metrics and changes to improve student learning.• Liaised between trainers and course participants and assisted with support functions such as budgeting and technology coordination.• Worked with central management to identify, plan, align and address training needs.

NCDOI Certified instructor / CISR Commercial Lines / Past Chairman, IIANC Technical Committee• Teach Certified Insurance Service Representative (CISR) Commercial / Advanced Commercial programs• Teach contract classes in General Liability and “Understanding Business Income” to diverse groups such as Charlotte Chapter of CPCU, Redwoods Group, and AON Corporation.• Assist in development of new Commercial Lines course outlines – review and comparison of policy forms, coverage, conditions, and exclusions.• Past Chairman, IIABA Southern Agents Technical Conference Committee

Wilmington, North Carolina, United States

Helped boost long-term business success and increase profit levels while aiding senior leadership during executive decision-making process and recommend corrective actions and improvements to prepare agency for purchase.• Developed, tested, implemented and audited new workflows designed to shorten service team learning curve.• Conducted reviews of agency systems and procedures – personal, commercial, and financial – with eye toward standardization via development and implementation of procedure manuals and quarterly performance review program.• Researched, selected best alternatives for business continuity plan; wrote, led implementation, Disaster Recovery Plan.• Oversaw implementation, served as trainer and key resource in migration to AMS360 agency management system.• Technical resource to service team in areas of coverages, rating, and review of contracts vs. insurance requirements.• Developed and implemented training programs for agency producers, marketing, and service personnel: PS4 / ProducerPlus, Microsoft Office 2003 suite (Word, Excel, and Outlook), and coverage forms including E&O and D&O.• Worked with outsourced IT services provider to fine tune agency IT systems and software. Designed and implemented transition from traditional filing system to electronic filing system fully integrated with agency management system.• Technical resource to service team in coverages, rating, and review of contracts vs. insurance requirements with focus on Life Science and Manufacturing organizations.

Founding and Lead Instructor, Cameron School of Business CPCU Program. Developed initial curriculum, led class via presentations and discussions, developed passing (success) rate of over 90% on National exams.

Independent All-Line Insurance Agency• Built Commercial Lines service unit. Sought out and hired key personnel. Led implementation team / served as trainer and key resource person in use of AMS360 system. Restructured agency accounting department and systems.• Developed and implemented in-house P&C training programs for commercial insurance producers and service team. • Reviewed agency systems and procedures – personal and commercial – and began to standardize via development and implementation of procedure manuals and quarterly performance review program.• Worked with and trained agency producers in conversion from manual to automated prospecting and lead-generation systems. Extensive knowledge and training skills in use of Microsoft Office suite, including Outlook 2003.

• Recruited to turn around division given just 90 days to live. Within 60 days, analyzed problems/strengths, developed strategic and tactical plans; restructured operations, setting division on road to sustainable growth and profitability.• Refocused agency on more profitable commercial lines business, significantly reducing substandard personal lines.• Formulated plan to capitalize on parent company's 800+ commercial banking relationships. Hired agency’s first dedicated Commercial Lines producer; exceeded initial sales projections by 300%+.• Established procedures, developed Applied automation system potential, trained staff, and began conversion of agency from primarily personal to predominantly commercial lines.

• Strategic planning, business development, organizational design, and training expertise to diverse clientele within insurance and other industries. • Clients included $100+MM P&C Insurance broker using AMS Sagitta system; $70MM division of national foodservice/vending company; $10MM specialty goods textile manufacturer.

• Started, operated and completed sale of largest specialty retail chain of its kind in eastern North Carolina.• Developed comprehensive business plan, secured $500K venture capital and built successful multi-unit retail chain.

Independent Insurance Agency Specializing in Large Commercial Lines Accounts (including multi-state General Contractors, Environmental Abatement Contractors, Specialty Manufacturers including Chemical and Pressure Vessel Manufacturers, Boat Builders and other Manufacturing Risks)• Built successful Commercial Lines department focused on client satisfaction and retention.• Led implementation team / served as trainer and key resource person in use of Delphi system. Restructured agency accounting department and systems.• Developed significant expertise in application of risk management solutions to complex insurance problems.• Reduced overhead 30% by spearheading automation systems that streamlined rating and submissions.

Ba, Communications, Politics

Activities and Societies: Delta Kappa Epsilon fraternity.I came to Wake Forest on a U.S. Army scholarship. Having attended Fork Union.

High School Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program

Activities and Societies: National Honor Society; Commander, Retan Rifles Precision and Trick Drill Team; Wrestling, Golf Teams.