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