Training Specialist, Property & Casualty

This is a fully remote position, open to applicants in United States.

📋 Description

• Execute workflows, procedures, and system training utilizing Applied Epic and CSR24 agency management systems.

• Assist new hires, current employees, and staff from recently acquired agencies.

• Educate both new and existing employees on the effective use of Applied Epic and CSR24.

• Provide follow-up and refresher training for current employees.

• Conduct training sessions using various instructional methods, including virtual platforms.

• Organize company-wide webinars and workshops.

• Deliver classroom-style training when on site.

• Instruct on Property & Casualty insurance workflows.

• Develop and maintain acceptable documentation standards related to employee training.

• Keep precise records of employee training.

• Comply with all company and departmental policies and procedures.

• Provide Help Desk support.

⛳️ Requirements

• Minimum of 3 years of experience in Commercial Lines P&C as an Account Manager or Client Service Manager is required.

• Personal Lines P&C experience is preferred.

• An active General Lines or Property & Casualty License is required.

• Proficiency in Microsoft Word, Excel, PowerPoint, SharePoint, and Outlook is necessary.

• Experience with Zoom is preferred.

• Experience with Applied Epic is required.

• Familiarity with the CSR24 system is 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