Training Specialist, Property & Casualty Training and Development

Higginbotham

14h•Remote

About The Position

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.

Requirements

Commercial Lines P&C experience required (3 years minimum of Account Manager or Client Service Manager desk experience)
Active General Lines or Property & Casualty License required
Proficient with Microsoft Word, Excel, PowerPoint, SharePoint, and Outlook
Applied Epic experience required

Nice To Haves

Personal Lines P&C experience preferred
Zoom experience preferred
CSR24 system experience preferred

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