Training Specialist, Property & Casualty Training and Development jobs in United States
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Higginbotham ยท 1 day ago

Training Specialist, Property & Casualty Training and Development

Higginbotham is a company focused on training and development in the Property & Casualty sector. They are seeking a Training Specialist to conduct training for new hires and existing employees on agency management systems, ensuring consistent adoption of standards and best practices.

Insurance
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Culture & Values

Responsibilities

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

Qualification

Applied EpicProperty & Casualty LicenseCommercial Lines P&C experienceCSR24 system experienceMicrosoft Office proficiencyZoom experienceAttention to DetailCommunication SkillsTeam CollaborationAdaptability

Required

Commercial Lines P&C experience required (agency/desk experience)
Active General Lines or Property & Casualty License required
Proficient with Microsoft Word, Excel, PowerPoint, SharePoint, and Outlook
Applied Epic experience required
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

Preferred

Personal Lines P&C experience preferred
Zoom experience preferred
CSR24 system experience preferred

Benefits

Medical, dental, vision, prescription drug coverage
401K
Equity incentive plan
Multiple supplemental benefits for physical, emotional, and financial wellbeing
Employee Wellness Program
Company paid holidays, plus PTO

Company

Higginbotham

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Higginbotham is a provider of insurance brokerage services to businesses and individuals.

Funding

Current Stage
Late Stage

Leadership Team

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Rusty Reid
Chairman, President & CEO
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Andrew Reutter
Chief Financial Officer & Chief Operating Officer
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Company data provided by crunchbase