P&C Operations Specialist, Proposal Team
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Posted: 10/20/2026P&C Operations Specialist, Proposal Team
HigginbothamCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in developing and formatting proposal documents using Microsoft Word and Adobe PDF, while ensuring accuracy and adherence to company standards. Possesses a foundational understanding of insurance coverages and the ability to navigate the Applied Epic system effectively.
Highest-signal resume keywords
Microsoft Word FormattingApplied Epic System ExperienceInsurance Coverage KnowledgeProposal Document DevelopmentWorkflow Efficiency Improvement
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Proposal Document DevelopmentMicrosoft Word FormattingApplied Epic SystemData Entry AccuracyTechnical Knowledge Application
Soft Skills
Attention to DetailProblem-SolvingCommunication SkillsAdaptability
Tools & Technologies
Microsoft OutlookAdobe PDF
Industry Keywords
Insurance TerminologyProposal Team Collaboration