Training and Development Specialist - Property & Casualty

Higginbotham Group; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking insurance firm as a Training and Development Specialist, where you will play a pivotal role in shaping the skills of new and existing employees. This position involves training staff on essential workflows and management systems like Applied Epic and CSR24, ensuring they are well-equipped to excel in their roles. You'll lead engaging workshops, develop training materials, and collaborate with various departments to enhance employee performance. If you have a passion for education and a background in insurance, this is an excellent opportunity to make a significant impact in a dynamic environment.

Qualifications

• Minimum 3 years of experience in Commercial Lines Property & Casualty Insurance is required.
• Previous training experience is preferred.

Responsibilities

• Train new employees on workflows and management systems.
• Lead workshops and maintain training records and materials.

Skills

Problem Analysis and Solving

Attention to Detail

Communication Skills

Timely Task Completion

Team Collaboration

Client Focus

Dependability

Creative Thinking

Organizational Skills

Adaptability

Education

3+ years of Commercial Lines Property & Casualty Insurance experience

Training experience

Tools

Applied Epic

CSR24

Microsoft Office Suite

Adobe Acrobat

Job description

Training and Development Specialist - Property & Casualty

Job Category: Account Support

Requisition Number: TRAIN003970

Posted: February 13, 2025

Employment Type: Full-Time

Location: Remote - United States

Description

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

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.

1. Train new employees on workflows, procedures, and management systems – Applied Epic and CSR24.
2. Provide additional training for existing employees on workflows and procedures.
3. Lead workshops on various topics, such as new workflows, programs, and refresher courses.
4. Learn new software programs, workflows, and develop training material.
5. Collaborate with Training Team, New/Existing Employees, Team Leaders, and various departments.
6. Maintain training records, materials, and checklists.
7. Assist in answering Help Desk activities.
8. Perform other responsibilities and duties related to insurance and systems training as requested.

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 outcomes.
• 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:

Minimum 3 years of Commercial Lines Property & Casualty Insurance experience required.

Both Commercial Lines and Personal Lines insurance experience preferred.

Previous training experience preferred.

Licensing and Credentials:

• Active General Lines or Property & Casualty License required.
• Professional Designations preferred – CISR, CIC.

Systems:

• Experience using Applied EPIC Agency Management system in a previous insurance-based role required.
• Proficiency in Microsoft Outlook, Office, Excel, PowerPoint, and Adobe Acrobat.

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.