Insurance & Risk Training and Reference Hub
Aug
2020
Ongoing
Problem / Purpose
New employees had no centralized resource for understanding the complex insurance landscape, risk management practices, and unique product structures at the company. This created challenges in training, knowledge transfer, and consistency across Pricing and Risk teams.
Solution
Developed an internal website to serve as a comprehensive training and reference tool. It included guides on insurance lines (workers’ comp, health, TDI), forecasting methods, PEO vs. HR-only products, Hawaii’s economic landscape, and internal processes for pricing and insurance renewals. Originally created to train a direct report, it became a key asset still used by Pricing, Risk, and new leadership.
Key Achievements / Impact
Accelerated onboarding and training for new team members and leadership. Improved consistency and understanding of complex insurance operations. Resource is still in active use across multiple departments.
Key Technologies / Tools Used
Google Sites, Operational Knowledge Management, Process Improvement, Visual Documentation, Training Material Development, Health Insurance, Workers' Compensation
Role
Manager, Insurance and Profitability (self-initiated)
ProService Hawaii