P&C Operations Specialist, Proposal Team

🕒 October 20

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 10%

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Higginbotham

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1948

💼 Consulting

🏥 Healthcare

📦 Logistics

💰 $20.7M Series unknown on 2015-01

Consulting • Healthcare • Logistics

Higginbotham is a private, employee-owned insurance brokerage and advisory firm that provides comprehensive insurance, employee benefits, HR and financial services to businesses and individuals. The company offers commercial and specialty industry insurance, risk management and claims advocacy, employee benefits and retirement plan administration, HR outsourcing and technology, and personal insurance solutions. Higginbotham emphasizes personalized service, community engagement, and long‑term partnerships, delivering tailored plans, consulting, and ongoing support to help clients manage risk and financial planning.

📋 Description

• Develop proposal shells within the Applied Epic system • Review carrier quotes to identify 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 missing information, system limitations, workflow barriers, or unclear requirements • Ensure deliverables meet quality, accuracy, and formatting standards • Maintain awareness of system updates and standards impacting proposals • Work on the Proposal Team with no supervisory responsibilities

🎯 Requirements

• High school diploma or equivalent • General understanding of insurance coverages and terminology preferred • Strong knowledge of Microsoft Outlook for email • Strong knowledge of Microsoft Word, including styles, headings, tables, etc. • Experience with Applied Epic agency management system preferred • Ability to learn new software and processes quickly • Ability to apply technical knowledge to improve accuracy and workflow efficiency • 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, and 10-key • Walking, bending, sitting, reaching, and stretching in all directions

🏖️ 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 • PTO

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