New Business Coordinator

Trustmark

Providing sales support for new business underwriting at Trustmark through submissions and customer coordination. Liaising between underwriting and sales personnel to ensure efficient processes.

Posted 7/2/2026full-timeLake Forest • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $36 per hourWebsite

About the role

Key responsibilities & impact

Provide new business sales support to sales consultants
Prepare new business underwriting submissions
Proactively work with internal and external customers to gather information
Keep accurate case notes and attachments in CRM
Serve as the liaison between underwriting, sales personnel, and brokers
Prepare new business group underwriting submissions, maintaining turnaround times
Review submissions prior to underwriting and anticipate missing information
Document and request missing information necessary to issue the group
Update MARK proposals using submitted applications
Submit group to UW in MARK
Communicate to brokers and sales team on status of underwriting
Work directly with brokers and sales personnel to gather missing information
Manage the collection of needed documents to issue the group
Provide welcome email with plan details and temporary ID cards
Accurately update Dynamics CRM with detailed case notes
Review broker licensing and appointment status
Monitor premium screens for initial premium receipt
Request premium as necessary
Process new group proposals in MARK during high volume months
Complete ad-hoc projects as necessary

Requirements

What you’ll need

College degree or equivalent work experience
Minimum 2 years managing a sales application/enrollment workflow
Minimum 2 years working in an office environment
Exceptional attention to detail
Ability to speak and write with confidence and clarity
Comfortable and confident with customers
Knowledge of Microsoft Office Suite (Word, Outlook, Excel)
Ability to prioritize and work under time constraints
Ability to adapt to a constantly changing environment
Strong time management skills
Preferred 2+ years’ experience in a sales environment

Benefits

Comp & perks

Health/dental/vision
Life insurance
FSA and HSA
401(k) plan
Employee Assistant Program
Back-up Care for Children, Adults and Elders
Health and wellness initiatives
Wellness program that enables employees to participate in health initiatives to reduce insurance premiums

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Underwriting SubmissionSales Application WorkflowDocument ManagementCase Note DocumentationProposal PreparationPremium ProcessingBroker CommunicationInformation GatheringGroup IssuanceMARK System Usage

Soft Skills

Attention to DetailEffective CommunicationCustomer ConfidenceAdaptabilityTime Management