Job description

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 Skill s: 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

Requirements

Must-haves

Supervisory Responsibilities: None
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.
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 Skill s: 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
High school diploma or equivalent
Strong knowledge of Microsoft Outlook for email and of Microsoft Word including the use of styles, headings, tables, etc.
Ability to learn new software and processes quickly. Ability to apply technical knowledge to improve accuracy and workflow efficiency.
Ability to lift 25 pounds

Nice-to-haves

General understanding of insurance coverages and terminology preferred
Experience with Applied Epic agency management system preferred (as it relates to the data pulled into Proposals)

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: ukg
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Wellness