Higginbotham · 2 weeks ago
Training Specialist, Property & Casualty Training and Development
United States
Full-time
Remote
Mid LevelHigginbotham is a company focused on providing comprehensive training within the Property & Casualty sector. The Training Specialist is responsible for conducting training on agency management systems and ensuring the effective onboarding and development of employees across various offices.
Insurance
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
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
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
PTO
Company
Higginbotham
Higginbotham is a provider of insurance brokerage services to businesses and individuals.
Founded in 1948
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rusty Reid
Chairman, President & CEO
Andrew Reutter
Chief Financial Officer & Chief Operating Officer
Recent News
2025-12-16
2025-12-10
Company data provided by crunchbase