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.

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
• 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
• Attention to Detail
• Communication Skills
• Timely Task Completion
• Team Collaboration
• Client Focus
• Dependability
• Creative Thinking
• Organizational Skills
• Adaptability

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