Underwriting Operations Specialist

Trustmark; Chicago (IL); On-site; USD 81,377,587 - 117,567,139; Full time

Benefits offered by this job

Health/dental/vision

Life insurance

FSA and HSA

401(k) plan

Employee Assistance Program

Back-up Care for Children, Adults and

Wellness programs

Job summary

Trustmark is seeking an operations-support professional to assist underwriting and new business processing. Responsibilities include data entry across MARK, Access, and Dynamics, creating group files, setting up quotes, and managing renewals with accuracy and timeliness.

The role requires at least 3 years in insurance, strong Excel/Word skills, and the ability to work independently and in a team. A comprehensive benefits package is offered along with competitive compensation.

Qualifications

• Minimum 3 years insurance experience, preferably in a medical field.
• Proficient in Excel and Word.
• Strong technical aptitude navigating several web applications.
• Excellent organizational skills and attention to detail.
• Strong verbal and written communication.
• Ability to work independently and in a team.
• Ability to set priorities and maintain high quality and production standards.
• Ability to work under pressure in a fast-paced environment.

Responsibilities

• Process new business groups by entering and managing data across systems (MARK, Access, Dynamics).
• Assign underwriters and operations staff; create/update group files; set up quotes and notes in MARK.
• Process monthly renewals: import, review, update quotes, monitor participation.

Skills

Attention to detail

Strong communication

Organizational skills

Team collaboration

Prioritization

Ability to work under pressure

Technical aptitude

Tools

Excel

Word

MARK

Mainframe

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 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.

Other Duties

• 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.

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.

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.