10/20/2026
Position Summary: The P&C Operations Specialist on the Proposal Team is responsible for creating and updating high-quality insurance proposal documents in a timely manner, ensuring their accuracy, clarity, and alignment with system capabilities, client requirements, and organization standards.
Supervisory Responsibilities: None
Essential Tasks:
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.
Core Competencies:
Ability to Analyze...
Higginbotham
Fort Worth, TX
Full Time
