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