Trustmark

Financial Planning and Analysis

• Provide strategic leadership over investment accounting and cash management activities
• Oversee the outsourced investment accounting provider and accountability for STAT and GAAP investment reporting
• Serve as a technical authority within insurance investment accounting
• Foster and sustain strategic partnerships with the outsourced investment accounting provider and internal stakeholders
• Monitor procedural processes to assure accuracy and timely completion of deliverables
• Oversee the configuration and integration of new investment vehicle strategies

Executive Director, Investment Accounting

Administration

• managing and maintaining the Configuration Management Database (CMDB) in ServiceNow
• supports IT Service Management (ITSM) processes such as Incident, Problem, Change, and Asset Management
• performing data analysis to aid in the design of solutions in support of business requirements
• adherence to process, and delivery of root cause analysis
• supports the integration of new services and providers into the existing service landscape

Service Delivery Analyst III – CMDB Administrator

Account Manager

• Responsible for engaging new and re-energizing existing Managing General Agent (MGA) relationships via sales and marketing tactics
• Delivers significant sales & revenue growth within 24 months
• Develop specific plans to execute on the MGA strategies that drive significant new revenue growth
• Develop and analyze strategic drivers for profitability on existing accounts
• Drive strategic methods to expand the number of relationships currently working with Trustmark
• Develop targeted methods to build strategic relationships with key decision makers within MGA and National Brokerage firms
• Act as day-to-day liaison with MGA Principals and National Brokerage Leads for product knowledge and our sales processes
• Collaborate with marketing team to implement successful promotions and campaigns

Executive Director – Strategic Partnerships

Sales

• drive employer adoption of sophisticated worksite benefit solutions
• producing new business through broker partnerships with a focus on Permanent Life with Long-Term Care
• establishing strong, consultative partnerships with major worksite and voluntary benefit distributors
• prospecting new business opportunities
• generating new business opportunities by leveraging existing relationships
• conducting market analysis and cold calling channel distributors
• managing both external and internal stakeholders throughout the sales process
• contributing to sales planning, forecasting and product development
• learning and staying informed on health care trends, market intelligence, product information for all product solutions within voluntary benefits

Regional Sales Director – Houston, Central Texas

Director

• Responsible for achieving the division persistency targets
• Leads the strategy, execution, and performance of the client management team
• Coaches the team on developing renewal strategy, benefits consultation, claims navigation, negotiation skills and relationship‑building with brokers and employers
• Ensures that clients and brokers receive exceptional service, measurable value, and a consistent experience that strengthens loyalty and drives retention
• Protect and grow revenue by building trusted, long‑term client partnerships
• Drive retention and growth strategies
• Market and state evaluation and targeting
• Book of business trends
• Product and network analysis
• Agency and broker targeting
• Marketing campaigns
• Evaluate and monitor market trends, including competitor strategy
• Manage and develop the Client Management team
• Coach and motivate Client Managers to achieve retention goals; hold the team accountable for results
• Provide Coaching for renewal strategy, plan utilization trends, negotiation skills, product, and pricing
• Provide Product and Process training
• Evaluate staffing needs
• Build relationships with broker partners and MGAs
• Serve as an executive point of contact for key broker relationships and existing business
• Attend and host market visits, broker meetings, broker councils, and webinars
• Oversee service delivery and operational performance
• Design and refine scalable processes for renewals, issue resolution, and ongoing broker and client engagement.
• Partner with all departments including Underwriting, Service, Operations to create efficiency and white glove service expectation
• Manage escalations related to claims, billing, enrollment, and service disruption.

Executive Director, Investment Accounting

Service Delivery Analyst III – CMDB Administrator

Executive Director – Strategic Partnerships

Regional Sales Director – Houston, Central Texas

Senior Director, Client Management