Position Summary: The Training Specialist for P&C Training and Development is responsible for conducting workflows, procedures, and system training using Applied Epic and CSR24 agency management systems. This role supports new hires, existing employees, and employees from our new partner offices (newly acquired agencies), ensuring consistent adoption of agency standards, processes, and best practices.

Supervisory Responsibilities: N/A

Essential Tasks

Instruct new and existing employees on the proper use of Applied Epic and CSR24 agency management systems in accordance with established workflows and procedures
Deliver follow-up and refresher training for existing employees
Facilitate training using a variety of instructional methods, including virtual training via Zoom group sessions and one-on-one training
Conduct companywide webinars and workshops
Provide classroom style (in-person) training when onsite, supporting employees from newly acquired offices
Teach Property & Casualty insurance workflows, e.g. marketing, endorsements, certificates, policy changes, renewals, and transactions
Create and follow acceptable documentation standards related to employee training
Maintain accurate employee training records, including attendance, completion status, and competency tracking, within designated systems and workflows
Adhere to all company and departmental policies and procedures
Offer Help Desk assistance

Core Competencies:

Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual.
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

Commercial Lines P&C experience required (3 years minimum of Account Manager or Client Service Manager desk experience)
Personal Lines P&C experience preferred

Licensing and Credentials:

Active General Lines or Property & Casualty License required

Systems:

Proficient with Microsoft Word, Excel, PowerPoint, SharePoint, and Outlook
Zoom experience preferred
Applied Epic experience required
CSR24 system experience preferred

Location:

This is a fully remote position apart from required travel (within the contiguous United States) to newly acquired offices for training and “go-live” support (approximately 3 weeks annually)

Physical Requirements:

Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions

Benefits & Compensation:

Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Employee Wellness Program
Company paid holidays, plus PTO

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled

Originally posted on Himalayas

Training Specialist, Property & Casualty Training and Development

Job Description