[Remote] P&C Operations Specialist, Proposal Team

Note: The job is a remote job and is open to candidates in USA. Higginbotham is hiring a P&C Operations Specialist for its Proposal Team to create and update accurate, high-quality insurance proposal documents. The role involves reviewing carrier quotes, entering information into proposals, formatting deliverables, and troubleshooting workflow or system issues.

Responsibilities

• 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

Skills

• 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
• 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
• 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)

Benefits

• Medical, dental, vision, and prescription drug coverage
• 401K
• Equity incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays, plus PTO
• Remote work

Company Overview