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/A
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
- 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
Core Competencies:
- Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
- Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
- Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
- Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
- Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
- Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
- Dependability: Acknowledgment of the importance of being present and punctual.
- Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
- Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
- Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
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
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
