Training Specialist, Property & Casualty

🕒 April 24

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Higginbotham

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1948

🤝 B2B

👥 HR Tech

💰 $20.7M Series unknown on 2015-01

B2B • Financial • HR Tech

Higginbotham is a private, employee-owned insurance brokerage and advisory firm that provides comprehensive insurance, employee benefits, HR and financial services to businesses and individuals. The company offers commercial and specialty industry insurance, risk management and claims advocacy, employee benefits and retirement plan administration, HR outsourcing and technology, and personal insurance solutions. Higginbotham emphasizes personalized service, community engagement, and long‑term partnerships, delivering tailored plans, consulting, and ongoing support to help clients manage risk and financial planning.

📋 Description

• 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

• 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

• 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