Edtech.com's Summary

Higginbotham is hiring a Training and Development Specialist - Property & Casualty. The role involves training new and existing employees on Higginbotham's workflows and procedures using the Applied Epic and CSR24 management systems. Responsibilities include leading workshops, developing training materials, and maintaining training records, while collaborating with various departments and providing support through help desk activities.

Highlights

Main responsibilities include employee training, workshop leadership, and material development.
Required software skills in Applied Epic and proficiency in Microsoft Office Suite.
Requires minimum 3 years of Commercial Lines Property & Casualty Insurance experience.
An active General Lines or Property & Casualty License is essential.
Benefits include a generous employee package, ownership opportunities, and career growth potential.
Occasional travel required for training and support at new offices.
Preferred professional designations include CISR and CIC.
Physical requirements include the ability to lift 25 pounds and perform various repetitive tasks.

Training and Development Specialist - Property & Casualty Full Description

Full-Time

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.

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

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

Location:

In Office, Hybrid or fully Remote available
Occasional Travel to newly acquired offices for training and Go Live support (approximately 2 weeks out of every quarter - annually)

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
Ability to effectively present material and information on-site and virtually

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

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

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

Original Job Description

Full-Time

Remote - United States

Description

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

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

Location:

In Office, Hybrid or fully Remote available
Occasional Travel to newly acquired offices for training and Go Live support (approximately 2 weeks out of every quarter - annually)

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
Ability to effectively present material and information on-site and virtually

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

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

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

Let me find your next job.

Thanks - you're signed up.

Training and Development Specialist - Property & Casualty

Edtech.com's Summary

Training and Development Specialist - Property & Casualty Full Description

LMS ADMINISTRATOR II

Learning & Development Director

Sales Training Program Manager

Manager - Learning and Development Content

Learning Technology Integration Specialist