Proposal Assistant II-1

Trustmark • Lake Forest, IL

3d • $22 - $32

About The Position

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 coordinating various aspects of proposal preparation to ensure that all parts are completed and produced for submission within the set timeframe.

Requirements

• High School Diploma or GED with 0 – 2 years of related experience.

Responsibilities

• Begins to learn and apply knowledge regarding VB products.
• Completes standard Voluntary Worksite and group proposals and rates for assigned territories.
• Receives request, sets up case files, scrubs information for accuracy, runs necessary reports and sends to Underwriting.
• Gathers proposals/rates documentation and any additional documentation (e.g., templates, etc.) and sends to Sales Rep., ensuring deadlines are met.
• Reviews processes, procedures and forms and identifies opportunities for improvement.
• Manages submission activity, working with all team members to ensure submissions are completed in a timely manner.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees