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