Job Description
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.
For candidates based in IL/WI (within travel distance), this will be a hybrid role and the ideal candidate will be required to work on-site at our office in Lake Forest, IL for 2 days. Fully remote candidates are also welcome to apply.
SUMMARY
Develops partnership with Sales to maximize our ability to sell new/maintain existing business. Provides creative underwriting offers for complex territories, while adhering to pricing and profit objectives. Provides training and mentoring to Case Underwriters. Provides timely and accurate turnaround of proposal offers, re-enrollment offers, and underwriting decisions. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.
KEY ACCOUNTABILITIES
Reviews enrollment and participation trends and makes recommendations to optimize our opportunity for sales and minimize risk. Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue
Provides timely and accurate turnaround of proposal offers, re-enrollment offers, and underwriting decisions for assigned, more complex territories.
Be a subject matter expert, a mentor, and provide training to lower level case underwriters.
Negotiates non-standard broker arrangements and fully understand enrollment company strengths and weaknesses within your assigned territory. Have the ability to identify elements of a successful enrollment and make suggestions that create value/enhance access to employees. Continually stay current with our Enrollment System capabilities.
Be consultative with assigned sales persons to make sure we offering the best competitive proposal
Other duties as needed/assigned.
EDUCATION and EXPERIENCE
High School diploma or equivalent.
3-5 years group underwriting experience - life and health products.
Excellent organization skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely and professional manner.
Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with mangers, peers, support staff, agents/brokers and customers; handles conflict, resolve complex issues, and the ability to negotiate effectively.
Working knowledge of PCs, Microsoft Word, Excel, and PowerPoint software.
Math computation and analytical skills.
Preferred
Bachelor's degree
5+ years of experience with Worksite Underwriting of UL, CI, DI and Accident
Working knowledge of voluntary product administration and enrollment practices.
For the third consecutive year we were selected as a Top Workplace by the Chicago Tribune. The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Required Skills
Required Experience
For candidates based in IL/WI (within travel distance), this will be a hybrid role and the ideal candidate will be required to work on-site at our office in Lake Forest, IL for 2 days. Fully remote candidates are also welcome to apply.
SUMMARY
Develops partnership with Sales to maximize our ability to sell new/maintain existing business. Provides creative underwriting offers for complex territories, while adhering to pricing and profit objectives. Provides training and mentoring to Case Underwriters. Provides timely and accurate turnaround of proposal offers, re-enrollment offers, and underwriting decisions. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.
KEY ACCOUNTABILITIES
Reviews enrollment and participation trends and makes recommendations to optimize our opportunity for sales and minimize risk. Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue
Provides timely and accurate turnaround of proposal offers, re-enrollment offers, and underwriting decisions for assigned, more complex territories.
Be a subject matter expert, a mentor, and provide training to lower level case underwriters.
Negotiates non-standard broker arrangements and fully understand enrollment company strengths and weaknesses within your assigned territory. Have the ability to identify elements of a successful enrollment and make suggestions that create value/enhance access to employees. Continually stay current with our Enrollment System capabilities.
Be consultative with assigned sales persons to make sure we offering the best competitive proposal
Other duties as needed/assigned.
EDUCATION and EXPERIENCE
High School diploma or equivalent.
3-5 years group underwriting experience - life and health products.
Excellent organization skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely and professional manner.
Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with mangers, peers, support staff, agents/brokers and customers; handles conflict, resolve complex issues, and the ability to negotiate effectively.
Working knowledge of PCs, Microsoft Word, Excel, and PowerPoint software.
Math computation and analytical skills.
Preferred
Bachelor's degree
5+ years of experience with Worksite Underwriting of UL, CI, DI and Accident
Working knowledge of voluntary product administration and enrollment practices.
For the third consecutive year we were selected as a Top Workplace by the Chicago Tribune. The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Required Skills
Required Experience
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