Case Underwriter III

Trustmark

United States

On-site

USD 69,776 - 100,788

Full time

14 days+

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Benefits offered by this job

Health/dental/vision insurance

401(k) plan

Employee Assistant Program

Wellness program

Job summary

Trustmark is seeking a Case Underwriter III with a focus on providing accurate underwriting offers and developing sales partnerships. The ideal candidate will have a Bachelor’s degree or significant underwriting experience, along with strong analytical and negotiation skills. This role offers competitive compensation and a comprehensive benefits package within a culture of diversity and inclusion.

Qualifications

Bachelor’s Degree or 4-6 years of related experience OR High School Diploma with 6-8 years experience.
Ability to make informed underwriting decisions for assigned territory.
Experience in negotiating broker arrangements.

Responsibilities

Processes and analyzes underwriting decisions for assigned territory.
Works with sales to develop competitive proposal offers.
Monitors close ratio and responds to underwriting inquiries.

Skills

Underwriting decisions

Analytical skills

Negotiation skills

Consultative selling

Education

Bachelor’s Degree

High School Diploma or GED

Job description

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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

The Case Underwriter III is responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.

Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.

Key Accountabilities

Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. Underwriting authority is a maximum of 7,500 life case or $750,000 of annualized premium.
Negotiates non-standard broker arrangements and fully understands enrollment company strengths and weaknesses.
Acts in consultative manner with the sales with the intent of getting the most competitive offer to help the sales develop the most competitive proposal offer.
Proactively monitor the close ratio, participation and persistency results within their assigned regions.
Report results work closely with their sales representatives to develop an action plan to help increase results.
Investigates, analyzes and responds to complex internal or external underwriting inquiries and requests, coordinating with multiple internal departments as necessary.
Learns to underwrite pending files received for review and contestable claims files for underwriting.
Works with reinsurer on cases that require facultative review.
Provides training and mentoring to less experienced Underwriters.
Acts as the underwriting representative at producer VIP meetings for assigned territory.
Effectively explains underwriting process and rules and answer questions.

Minimum Requirements

Bachelor’s Degree and/or 4 – 6 years of related experience OR High School Diploma or GED with 6-8 years of related experience.

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

$69,776.00 - $100,788.00 per year

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.

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