Underwriting Operations Specialist

Posted 14 Days Ago
Be an Early Applicant
Lake Forest, IL, USA
In-Office
28-41 Hourly
Mid level
Insurance
The Role
Supports underwriting and new business operations by processing group data, renewals, quotes, documentation, medical questionnaires, billing materials, and system updates. Coordinates with underwriters, agents, distribution partners, and internal teams; responds to inquiries; audits records for accuracy and compliance; processes forms and medical records; maintains files; and assists with quality assurance testing and departmental projects.
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

Responsible for supporting underwriting and new business operations by processing group information, renewals, maintaining accurate records, coordinating documentation, and providing administrative and operational support to underwriting teams, agents, and internal departments.

Key Accountabilities

Process assigned new business groups by entering and managing data across multiple systems, including MARK, Access, and Dynamics.

  • Assign new business underwriters and operations specialists.

  • Create and maintain new business folders within underwriting shared drives.

  • Set up new business quotes and notes in MARK.

  • Create and update Group Facts screens by entering member eligibility data.

  • Order group billing materials and plan documents.

Process monthly Renewals timely and accurately.

  • Importing.

  • Review renewal quote for errors and update.

  • Monitor and process Participation.

Call potential groups regarding their medical history/conditions using medical questionnaires. Answer phone inquiries from groups, agents, and Starmark distribution partners concerning problems, procedures, status, or general information.

Perform all other job-related duties and projects as assigned including but not limited to:

  • Processing HRA’S, ordering medical records, and providing support to other team members.

  • Correct Group Facts errors and update system data, as necessary.

  • Combine and transfer new business group documentation to G360 (Document Center).

  • Audit new business groups and renewals to ensure accuracy and compliance.

  • Enter Patient Notes timely and accurately.

  • Process close out of New Business groups.

  • Participate in departmental projects and assist with QA testing initiatives.

  • Perform additional duties as assigned.

  • Submit EFT forms to the premium department for applicable groups.

  • Send and process EchoSign documents, including NY HCRA forms.

Minimum Requirements:

  • Minimum 3 years insurance experience preferably in medical field.

  • Proficient in using Excel and Word.

  • Strong technical aptitude with ability to navigate several web applications.

  • Strong organizational skills and very detail oriented.

  • Strong communication skills both verbal and written.

  • Ability to work independently and in a team environment.

  • Ability to set priorities.

  • Ability to achieve/maintain high quality and production standards.

  • Ability to work under pressure and in high stress situations.

  • Ability to be flexible and adapt to a fast-paced environment requiring shifting of priorities.

Preferred:

  • MARK knowledge

  • Advanced Excel knowledge

  • Mainframe knowledge

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

$28.40 - $41.03 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

  • Minimum 3 years of insurance experience, preferably in the medical field
  • Proficiency in Microsoft Excel and Word
  • Strong technical aptitude and ability to navigate multiple web applications
  • Strong organizational skills and attention to detail
  • Strong verbal and written communication skills
  • Ability to work independently and in a team environment
  • Ability to set priorities
  • Ability to maintain high quality and production standards
  • Ability to work under pressure and in high-stress situations
  • Flexibility and adaptability in a fast-paced environment with shifting priorities
  • MARK knowledge
  • Advanced Excel knowledge
  • Mainframe knowledge
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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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