Proposal Assistant II

Posted 8 Days Ago
Be an Early Applicant
Lake Forest, IL, USA
In-Office
22-32 Hourly
Entry level
Insurance
The Role
The Proposal Assistant coordinates proposal preparation, ensuring all components are completed accurately and submitted on time while managing documentation and submission activities.
Summary Generated by Built In

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

We are looking for a Proposal Assistant.

Responsible for coordinating various aspects of proposal preparation to ensure that all parts are completed and produced for submission within the set timeframe.

Key Accountabilities:

Begins to learn and apply knowledge regarding VB products. Completes standard Voluntary Worksite and group proposals and rates for assigned territories. Receives request, sets up case files, scrubs information for accuracy, runs necessary reports and sends to Underwriting. Gathers proposals/rates documentation and any additional documentation (e.g., templates, etc.) and sends to Sales Rep., ensuring deadlines are met. Reviews processes, procedures and forms and identifies opportunities for improvement. Manages submission activity, working with all team members to ensure submissions are completed in a timely manner.

Minimum Requirements:

High School Diploma or GED with 0 – 2 years of related experience.

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

$22.00 - $31.79 per hour

The 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

  • High School Diploma or GED
  • 0 - 2 years of related experience
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The Company
HQ: Lake Forest, IL
1,457 Employees

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.

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