P&C Operations Specialist, Proposal Team

Position Summary: The P&C Operations Specialist on the Proposal Team is responsible for creating and updating high-quality insurance proposal documents in a timely manner, ensuring their accuracy, clarity, and alignment with system capabilities, client requirements, and organization standards.

Supervisory Responsibilities: None

Essential Tasks:

- Develop proposal shells within the Applied Epic system.

- Review carrier quotes to identity key information for proposal documents.

- Accurately enter and update quote information within proposal documents.

- Format proposal documents in Microsoft Word and Adobe PDF to meet company standards and guidelines.

- Troubleshoot issues related to missing information, system limitations, workflow barriers, or unclear requirements.

- Ensure all deliverables meet quality, accuracy, and formatting standards.

- Maintain awareness of system updates & standards impacting proposals.

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

Experience and Education:

- High school diploma or equivalent

- General understanding of insurance coverages and terminology preferred

Licensing and Credentials:

- None

Systems:

- Strong knowledge of Microsoft Outlook for email and of Microsoft Word including the use of styles, headings, tables, etc.

- Experience with Applied Epic agency management system preferred (as it relates to the data pulled into Proposals)

- Ability to learn new software and processes quickly. Ability to apply technical knowledge to improve accuracy and workflow efficiency.

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

Benefits & Compensation:

- Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.

- Employee Wellness Program

- Company paid holidays, plus PTO

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled

Originally posted on Himalayas