P&C Operations Specialist, Proposal Team

This is a fully remote position, open to applicants in Texas.

📋 Description

• Create proposal templates within the Applied Epic system

• Assess carrier quotes to extract essential information for proposal documentation

• Precisely input and revise quote details within proposal documents

• Format proposal documents using Microsoft Word and Adobe PDF in accordance with company standards and guidelines

• Address issues related to missing information, system constraints, workflow challenges, or ambiguous requirements

• Ensure that deliverables adhere to quality, accuracy, and formatting standards

• Stay informed about system updates and standards that affect proposals

• Collaborate with the Proposal Team without supervisory duties

⛳️ Requirements

• High school diploma or equivalent required

• Preferred general understanding of insurance coverages and terminology

• Proficient knowledge of Microsoft Outlook for email communication

• Strong command of Microsoft Word, including styles, headings, tables, etc.

• Experience with the Applied Epic agency management system is preferred

• Quick adaptability to new software and processes

• Capability to utilize technical knowledge to enhance accuracy and workflow efficiency

• Ability to lift up to 25 pounds

• Frequent use of sight to read documents and computer screens

• Regular use of hearing and speech to communicate via telephone and in person

• Repetitive hand activities, such as typing, writing, and using a 10-key

• Physical activities including walking, bending, sitting, reaching, and stretching in various directions

🏝️ Benefits

• Coverage for medical, dental, vision, and prescription drugs

• 401K plan

• Equity incentive program

• Various supplemental benefits for physical, emotional, and financial wellbeing

• Employee Wellness Program

• Paid company holidays

• Paid Time Off (PTO)