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Training Specialist, Property & Casualty
Higginbotham. Conduct workflows, procedures, and system training using Applied Epic and CSR24 agency management systems .
About the role
Key responsibilities & impact- Conduct workflows, procedures, and system training using Applied Epic and CSR24 agency management systems
- Support new hires, existing employees, and employees from newly acquired agencies
- Instruct new and existing employees on the proper use of Applied Epic and CSR24
- Deliver follow-up and refresher training for existing employees
- Facilitate training using a variety of instructional methods, including virtual training
- Conduct companywide webinars and workshops
- Provide classroom style training when onsite
- Teach Property & Casualty insurance workflows
- Create and follow acceptable documentation standards related to employee training
- Maintain accurate employee training records
- Adhere to all company and departmental policies and procedures
- Offer Help Desk assistance
Requirements
What you’ll need- Commercial Lines P&C experience required (3 years minimum of Account Manager or Client Service Manager desk experience)
- Personal Lines P&C experience preferred
- Active General Lines or Property & Casualty License required
- Proficient with Microsoft Word, Excel, PowerPoint, SharePoint, and Outlook
- Zoom experience preferred
- Applied Epic experience required
- CSR24 system experience preferred
Benefits
Comp & perks- medical
- dental
- vision
- prescription drug coverage
- 401K
- equity incentive plan
- multiple supplemental benefits for physical, emotional, and financial wellbeing
- Employee Wellness Program
- Company paid holidays
- PTO
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Applied EpicCSR24Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft SharePointMicrosoft Outlookvirtual trainingclassroom trainingdocumentation standards
Soft Skills
traininginstructionfacilitationcommunicationorganizationsupporthelp desk assistancewebinar deliveryemployee onboardingrefresher training
Certifications
General Lines LicenseProperty & Casualty License