Validation Assistant

TrustmarkLake Forest, IL
1d$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 validating applications taken and applications processed. Priority is to make sure the application data count and types in various systems are compared and accurate. Communicating the audit results to all teams involved. If applications are missing, investigate where applications are. Running reports from different enrollment systems in a timely manner based on required due dates. The process involves, auditing to ensure accuracy, monitoring workflow, and initiating problem solving to solve complex problems and successfully meet deadlines. To be successful in this role, you should be someone who thrives in a fast-paced environment and enjoys consultative problem solving and finding creative solutions to meet the client’s needs.

Requirements

  • HS Diploma
  • Minimum 1 year office support experience
  • Previous experience running and analyzing reports.
  • Ability to research report data and problem solve.
  • Proficient in MS Office suite
  • Technical Aptitude
  • Strong attention to detail
  • Ability to effectively cope with a change and shift gears accordingly.
  • Ability to work independently and organize own work.
  • Excellent verbal and written communication skills
  • Must be able to handle and meet the demands during seasonal, 4th quarter period with limited time off.

Nice To Haves

  • Four year college or technical degree; or equivalent work experience
  • Voluntary/worksite insurance experience
  • Insurance enrollment or insurance experience
  • Prior experience with enrollment case set-up, batching and uploading files.
  • Use of consultative problem solving skills
  • Strong analytical skills
  • Willingness to display strong commitment to teamwork and work in a collaborative environment.
  • Work in a deadline driven, fast-paced environment.

Responsibilities

  • Conduct application validation from enrollment systems, Mainframe & CBS
  • Communicate to all teams the results of validation findings.
  • Manages & maintains a validation workflow calendar.
  • Problem Resolution: Identify when applications are missing and communicate to appropriate areas.
  • Ensure all apps are accounted for post enrollment, prior to first deduction date.
  • Case Set-Up: Ability to help the team with administrative case setup assistance through the scanning of application images & creating case level application documents for New Business underwriting review & workflow
  • Customer Service: Communicate with internal departments, vendors and clients effectively and collaboratively.
  • Utilize phone/face time vs. email as appropriate.
  • Respond to internal and external requests within 24 hours.

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