Manager, Proposals

Trustmark; Chicago (IL); Vor Ort; USD 63.000 - 91.000; Vollzeit

Benefits dieser Stelle

Health/dental/vision

Life insurance

FSA and HSA

401(k) plan

Employee Assistance Program

Back-up Care for Children

Zusammenfassung

Trustmark seeks a dynamic leader to head the Proposal and RFP Submission team in Illinois. You will manage performance, workflow, and quality, driving accurate, timely, and compliant customer deliverables while partnering with Sales, Underwriting, and other stakeholders.

The role emphasizes workforce planning, operational oversight, AI-enabled tooling, and governance. You will mentor staff, oversee audits, and ensure scalable processes across proposal and rate creation tools.

Qualifikationen

• Bachelor's degree or equivalent; 2–4 years related experience preferred
• Experience leading a team and driving performance in a fast-paced environment
• Insurance product experience from Sales or Underwriting is preferred 3+ years with Life/Health Insurance
• Strong documentation, communication, and collaboration skills

Aufgaben

• Lead the Proposal & RFP Submission team, managing workflow and quality
• Oversee reporting, trend analysis, and cross-functional collaboration with Sales and Underwriting
• Develop auditing/quality control processes and documentation; ensure timely, compliant submissions
• Drive AI-enabled submission tools and governance; oversee Salesforce to Dynamics transfer and related processes

Kenntnisse

People management

Time management

Analytical

Communication

MS Office

Adobe Writer

Ausbildung

Bachelor's degree

High School Diploma or GED

Tools

Salesforce

Dynamics 365

Excel

Adobe Writer

Jobbeschreibung

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 Leads the Proposal and RFP Submission team by managing performance, workflow, and quality standards to ensure accurate, timely, and compliant customer deliverables. Drives operational excellence through reporting, trend analysis, process improvements, and cross-functional collaboration with Sales, Underwriting, and other business partners. Oversees team development, technology initiatives, AI-enabled processes, and operational governance while fostering a high-performing and accountable team culture.

Key Accountabilities

Workforce Management

Lead workforce planning and team development activities by monitoring demand and capacity trends, determining staffing requirements, recruiting, and onboarding talent, and fostering a high-performance culture focused on continuous improvement, employee development, accountability, and operational excellence.

Operational Oversight

Establish, monitor, and report on operational performance metrics for submission and RFP activities, including turnaround times, quality standards, productivity measures, and year-over-year trend analysis to drive business insights and process improvements. Analyze and report on year-to-year trends; creation/distribution of activity reports to appropriate teams. Develop, maintain, and enforce operational standards, procedures, job aids, and documentation to support consistency, scalability, knowledge transfer, and continuous process improvement across the team.

Proposal Operations, Quality & Business Partner Management

Direct proposal workflow, quality assurance, and audit functions to ensure timely, accurate, and compliant delivery of customer-facing submissions. Develop and maintain auditing methodologies, quality control processes, and best-practice standards while serving as a key liaison between Sales, Underwriting, and other business partners throughout the proposal and quote lifecycle. Monitor/manage workflow of proposal requests/underwriting offers; review/evaluate requests and quality of output; create/update auditing/quality control documentation; audit team cases; consistent review of best practices in key areas; act as liaison between Sales and Underwriting teams as needed to complete proposals/underwriting offers. Work across the organization with team SMEs to create and maintain all online and manual tools used for proposal and rate creation and training documents utilized by the Proposal and Submission teams.

Technology Transformation

Provide strategic oversight of AI-enabled submission technologies, including monitoring large language model (LLM) performance, validating output accuracy, analyzing usage trends, and refining model inputs and governance practices to ensure alignment with evolving business objectives, compliance requirements, and customer needs. Provide strategic oversight of transfer from Salesforce to Dynamics, including current Salesforce and Client Central processes for Proposal and Submission teams. Determine staffing requirements, interview, hire & work with others to train team members; develop & mentor team members by having bi-weekly 1x1’s; create/maintain positive team environment; hold team accountable for performance. Lead the RFP Submission Team, including oversight of AI-enabled submission tools, governance processes, and quality audit functions, to ensure the accurate translation of information into business-ready, customer-facing deliverables. Manage the Proposal Unit responsible for delivering comprehensive responses to external customer requests, including RFPs, product proposals, pricing/rate requests, questionnaires, and third-party portal submissions.

Other duties as assigned.

Minimum Requirements

• Bachelor's Degree with 2-4 years of related experience OR High School Diploma or GED with 4-6 years related experience
• People Management experience
• Strong time management skills
• Analytical, detail oriented and creative
• Demonstrates initiative/self-motivation & resourceful.
• Proficient in Microsoft Office products; Adobe Writer
• Excellent verbal/written communication skills
• Ability to overcome barriers to obtain required information
• Insurance product experience from a Sales or Underwriting background 3+ years’ experience with Life/Health Insurance Strong documentation skills
• Preferred: Insurance product experience from a Sales or Underwriting background 3+ years’ experience with Life/Health Insurance Strong documentation skills

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $62,947.30 - $90,923.65 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.

• Health/dental/vision
• life insurance
• FSA and HSA
• 401(k) plan
• Employee Assistant Program
• Back-up Care for Children
• Adults and Elders
• many health and wellness initiatives
• We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

We are an equal opportunity employer, including disability and protected veteran status.

Brand: Trustmark

At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people’s lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we’ve changed their lives. At Trustmark, you’ll be part of a close-knit team. You’ll enjoy abundant opportunities to grow your career. That’s why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what’s ahead – and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.