Underwriting Operations Specialist

HealthFitness; Lake Forest (IL); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Health/dental/vision

401(k) plan

Employee Assistance Program

Back-up Care for Children, Adults andE

Wellness program

Job summary

Trustmark in Lake Forest, IL is hiring for an underwriting operations support role. You will process new business groups, manage data in MARK, Access, and Dynamics, and coordinate documentation for underwriting teams and agents.

You will also handle renewals, support QA, and ensure accurate records while communicating with internal departments. A strong detail orientation and ability to work under pressure are essential.

Qualifications

• Minimum 3 years insurance experience, preferably in medical field.
• Proficient with Excel and Word; strong data navigation skills.
• Technical aptitude to operate multiple web applications.
• Strong organizational, detail-oriented, and communication skills.
• Ability to work independently and in a team, manage priorities under pressure.

Responsibilities

• Process new business groups across MARK, Access, and Dynamics.
• Assign underwriters and create/update group files and quotes.
• Handle monthly renewals; review, import data, and monitor participation.
• Coordinate documentation, QA testing, and system data integrity.
• Submit EFTs, process signatures, and manage group records.

Skills

Insurance exp

Excel

Word

Tech aptitude

Organizational skills

Communication

Independent work

Prioritization

High pressure

Tools

MARK knowledge

Mainframe knowledge

Advanced Excel

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.

Perform all other job-related duties and projects as assigned including but not limited to:

• 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. 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.

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.