Training Specialist, Property & Casualty Training and Development

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/AEssential TasksInstruct new and existing employees on the proper use of Applied Epic and CSR24 agency management systems in accordance with established workflows and proceduresDeliver follow-up and refresher training for existing employeesFacilitate training using a variety of instructional methods, including virtual training via Zoom group sessions and one-on-one trainingConduct companywide webinars and workshopsProvide classroom style (in-person) training when onsite, supporting employees from newly acquired officesTeach Property & Casualty insurance workflows, e.g. marketing, endorsements, certificates, policy changes, renewals, and transactionsCreate and follow acceptable documentation standards related to employee trainingMaintain accurate employee training records, including attendance, completion status, and competency tracking, within designated systems and workflowsAdhere to all company and departmental policies and proceduresOffer Help Desk assistanceCore Competencies: Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely mannerAttention to Detail: A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability: Acknowledgment of the importance of being present and punctual.Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills: Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environmentExperience 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 preferredLicensing and Credentials:Active General Lines or Property & Casualty License requiredSystems:Proficient with Microsoft Word, Excel, PowerPoint, SharePoint, and OutlookZoom experience preferredApplied Epic experience requiredCSR24 system experience preferredLocation: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 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directionsBenefits & 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