Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
About the role
Provide new business sales support to sales consultants critical to sales success. Prepare new business underwriting submissions within a timely manner. Proactively working with internal and external customers to gather information. Keeping accurate case notes and attachments in CRM detailing process from submission through issuance and initial payment received. Serve as the liaison between underwriting, sales personnel, and brokers throughout the new business sales process.Key Accountabilities
Prepare new business group underwriting submissions, maintaining determined turnaround times.
Review submissions prior to underwriting and anticipate the missing information underwriting will request.
Document and request the missing information necessary to issue the group.
Update MARK proposals using submitted applications. Submit group to UW in MARK.
Communicate to brokers and sales team on status of underwriting, expected turnaround times and next steps.
Work directly with brokers and sales personnel via phone and email to gather missing information requested from Underwriting.
Provide information to Underwriting and work with UW on missing details.
Manage the collection of needed documents to issue the group.
Provide welcome email with plan details and temporary id cards directly to employer, broker, and sales team.
Accurately update Dynamics CRM with detailed case notes throughout the underwriting process; attaching all correspondence from brokers, underwriting and sales team.
Review broker licensing and appointment status in Mainframe and the states DOI. Request appropriate paperwork from brokers as necessary.
Monitor premium screens for initial premium receipt. Request premium as necessary.
Process new group proposals in MARK during high volume months.
Complete ad-hoc projects as necessary.
Minimum Requirements
College degree or equivalent work experience
Minimum 2 years managing a sales application/enrollment workflow.
Minimum 2 years working in an office environment.
Exceptional attention to detail
Ability to speak and write with confidence and clarity.
Comfortable and confident with customers
Knowledge of Microsoft Office Suite (Word, Outlook, Excel)
Ability to prioritize and work under time constraints.
Ability to adapt to a constantly changing environment.
Strong time management skills
Preferred
2+ years’ experience in a sales environment.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$24.99 - $36.11 per hourThe final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Skills Required
- College degree or equivalent work experience
- Minimum 2 years managing a sales application/enrollment workflow
- Minimum 2 years working in an office environment
- Exceptional attention to detail
- Ability to speak and write with confidence and clarity
- Comfortable and confident with customers
- Knowledge of Microsoft Office Suite (Word, Outlook, Excel)
- Ability to prioritize and work under time constraints
- Ability to adapt to a constantly changing environment
- Strong time management skills
- 2+ years' experience in a sales environment
What We Do
Trustmark is a national employee benefits company offering specialized expertise in voluntary benefits, self-funded health benefit plan design and administration, and employee health and fitness programs that drive results through human and virtual connection. Trustmark offers employers access to benefit options usually reserved for large companies, combined with the personal service you’d expect from a small company. Trustmark’s commitment to building long-term, trusted relationships helps people and businesses thrive. • Trustmark Voluntary Benefits provides valuable life, hospital, accident, disability and critical illness insurance designed to fit changing needs based on life stage or financial priorities. Trustmark helps educate employees and provides resources to help communicate the value of benefits and other important company initiatives. To learn more, visit TrustmarkVB.com. • Trustmark Health Benefits is a total benefits solution for mid-sized and large self-funded employers. As one of the nation’s largest independent benefits administrators, we help our clients manage costs without compromising care by offering innovative solutions, flexibility, and complete data transparency for our clients. To learn more, visit TrustmarkHB.com. • Trustmark Small Business Benefits® level-funded solutions allow small to mid-size employers to provide affordable health benefits to employees. Available to groups with five or more employees along with simplified underwriting for 51 or more enrolled employees, our comprehensive self-funded plan designs and services help empower clients to be smarter healthcare consumers. To learn more, visit TrustmarkSB.com. • HealthFitness is a comprehensive wellbeing provider that delivers wellness, fitness and injury prevention programs. To learn more, visit Healthfitness.com.
