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

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.