Training and Development Specialist - Commercial Lines

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an opening for a Commercial Lines Training and Development Specialist .

The Commercial Lines Training and Development Specialist is responsible for training new employees and the continuous education of existing employees on Higginbotham’s workflows and procedures using Applied Epic and CSR24 management systems.

• Essential Tasks:
  • Train new employees on workflows, procedures, and management systems – Applied Epic and CSR24
  • Provide additional training for existing employees on workflows and procedures
  • Lead workshops on various topics, such as – new workflows, programs, and refresher courses
  • Learn new software programs, workflows, and develop training material
  • Collaborate with Training Team, New/Existing Employees, Team Leaders, and various departments
  • Maintain training records, materials, and checklists
  • Assist in answering Help Desk activities
  • Perform other responsibilities and duties related to insurance and systems training as requested
• Location:
  • Office, Remote, or Hybrid available
  • Occasional Travel to newly acquired offices for training and Go Live support
• Experience:
  • Minimum 3 years of Commercial Lines Property & Casualty Insurance experience required
  • Commercial Lines and Personal Lines experience preferred
  • Previous training experience preferred
• License/Certifications:
  • General Lines Agent Property & Casualty License required
  • Professional Designation preferred – CISR, CIC
• Specific Knowledge, Skills and Abilities:
  • Commercial Lines and Personal Lines experience preferred
  • Excellent written and verbal communication skills
  • Ability to effectively present material and information on-site and virtually
  • Excellent organizational, time management, and multi-tasking skills
  • Ability to work independently and with team members
  • Strong work ethic, positive attitude, and willingness to assist others
  • Attention to detail
• Systems and Software:
  • Applied Epic and CSR24 experience preferred
  • Proficient in Microsoft Outlook, Office, Excel, PowerPoint, and Adobe Acrobat
• Perks & Benefits:
  • Generous employee benefits package which includes a robust wellness program
  • Employee Ownership Opportunities
  • Career progression opportunity – the potential for growth within the company