Case Underwriter I

TrustmarkLake Forest, IL
$28 - $41

About The Position

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.

Requirements

  • Bachelor’s Degree and/or 0 – 2 years of related experience OR High School Diploma or GED with 2-4 years of related experience.

Responsibilities

  • Processes, reviews, analyzes and makes informed underwriting decisions for Worksite product re-enrollments under 3,000 lives, group product renewals, and low-complexity life insurance proposals.
  • All cases are reviewed with manager or higher level underwriter until proficiency is achieved.
  • Reviews enrollment and participation trends and learns how to make recommendations to optimize opportunity for sales while minimizing risk.
  • May provide monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.
  • Supports actuaries to develop renewal terms for Group product cases.
  • Prepares and distributes renewal offer terms to appropriate parties.
  • Continually asks questions to grow and better understand our products and procedures.

Benefits

  • 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
  • Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
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