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

Work arrangement
Yes