New Business Coordinator

Trustmark Services Company; Lake Forest (IL); On-site; USD 34,000 - 50,000; Full time

Benefits offered by this job

Health/dental/vision

Life insurance

401(k) plan

Employee Assistance Program

Wellness program

Job summary

Trustmark is seeking a detail-oriented New Business Sales Support professional to drive underwriting submissions, coordinate with brokers and sales teams, and maintain accurate CRM records. The role emphasizes timely submissions, documentation, and cross-functional collaboration across underwriting and sales.

Applicants should have a college degree or equivalent, strong MS Office skills, and 2+ years in sales or enrollment workflows, with a focus on accuracy and customer communication in a

Qualifications

• College degree or equivalent work experience.
• A minimum of 2 years managing a sales application/enrollment workflow.
• A minimum of 2 years working in an office environment.
• Exceptional attention to detail.
• Ability to speak and write with confidence and clarity.
• Comfortable and confident with customers.
• Knowledge of Microsoft Office Suite (Word, Outlook, Excel).
• Ability to prioritize and work under time constraints.
• Ability to adapt to a constantly changing environment.
• Strong time management skills.

Responsibilities

• Prepare new business group underwriting submissions, maintaining determined turnaround times.
• Review submissions prior to underwriting and anticipate the missing information underwriting will request.
• Document and request the missing information necessary to issue the group.
• Update MARK proposals using submitted applications.
• Submit group to UW in MARK.
• Communicate to brokers and sales team on status of underwriting, expected turnaround times and next steps.
• Work directly with brokers and sales personnel via phone and email to gather missing information requested from Underwriting.
• Provide information to Underwriting and work with UW on missing details.
• Manage the collection of needed documents to issue the group.
• Provide welcome email with plan details and temporary id cards directly to employer, broker, and sales team.
• Accurately update Dynamics CRM with detailed case notes throughout the underwriting process; attaching all correspondence from brokers, underwriting and sales team.
• Review broker licensing and appointment status in Mainframe and the states DOI.
• Monitor premium screens for initial premium receipt.
• Request premium as necessary.
• Process new group proposals in MARK during high volume months.
• Complete ad-hoc projects as necessary.

Skills

Attention to detail

Communication

Customer service

Time management

Prioritization

Adaptability

Team collaboration

Education

College degree or equivalent

Tools

MARK underwriting system

Dynamics CRM

Mainframe

Microsoft Office Suite

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.About the roleProvide new business sales support to sales consultants critical to sales success. Prepare new business underwriting submissions within a timely manner. Proactively working with internal and external customers to gather information. Keeping accurate case notes and attachments in CRM detailing process from submission through issuance and initial payment received. Serve as the liaison between underwriting, sales personnel, and brokers throughout the new business sales process.Key AccountabilitiesPrepare new business group underwriting submissions, maintaining determined turnaround times.Review submissions prior to underwriting and anticipate the missing information underwriting will request.Document and request the missing information necessary to issue the group.Update MARK proposals using submitted applications. Submit group to UW in MARK.Communicate to brokers and sales team on status of underwriting, expected turnaround times and next steps.Work directly with brokers and sales personnel via phone and email to gather missing information requested from Underwriting.Provide information to Underwriting and work with UW on missing details.Manage the collection of needed documents to issue the group.Provide welcome email with plan details and temporary id cards directly to employer, broker, and sales team.Accurately update Dynamics CRM with detailed case notes throughout the underwriting process; attaching all correspondence from brokers, underwriting and sales team.Review broker licensing and appointment status in Mainframe and the states DOI. Request appropriate paperwork from brokers as necessary.Monitor premium screens for initial premium receipt. Request premium as necessary.Process new group proposals in MARK during high volume months.Complete ad-hoc projects as necessary.Minimum RequirementsCollege degree or equivalent work experienceMinimum 2 years managing a sales application/enrollment workflow.Minimum 2 years working in an office environment.Exceptional attention to detailAbility to speak and write with confidence and clarity.Comfortable and confident with customersKnowledge of Microsoft Office Suite (Word, Outlook, Excel)Ability to prioritize and work under time constraints.Ability to adapt to a constantly changing environment.Strong time management skillsPreferred2+ years’ experience in a sales environment.The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):$24.99 - $36.11 per hourThe 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: TrustmarkIn 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.