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