Training Specialist, Property & Casualty Training and Development
New
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3 years minimum of Account Manager or Client Service Manager desk experience
- Required Skills
- Microsoft OfficeAccount Management
Requirements
- Commercial Lines P&C experience (3 years minimum of Account Manager or Client Service Manager desk experience)
- Active General Lines or Property & Casualty License
- Proficient with Applied Epic
- Proficient with Microsoft Word, Excel, PowerPoint, SharePoint, and Outlook
- Personal Lines P&C experience preferred
- Zoom experience preferred
- CSR24 system experience preferred
- Ability to travel within the contiguous United States (approximately 3 weeks annually)
- Ability to lift 25 pounds
Responsibilities
- Instruct new and existing employees on the proper use of Applied Epic and CSR24 agency management systems in accordance with established workflows and procedures
- Deliver follow-up and refresher training for existing employees
- Facilitate training using a variety of instructional methods, including virtual training via Zoom group sessions and one-on-one training
- Conduct companywide webinars and workshops
- Provide classroom style (in-person) training when onsite, supporting employees from newly acquired offices
- Teach Property & Casualty insurance workflows, e.g. marketing, endorsements, certificates, policy changes, renewals, and transactions
- Create and follow acceptable documentation standards related to employee training
- Maintain accurate employee training records, including attendance, completion status, and competency tracking
- Offer Help Desk assistance
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