Trustmark

Claims Specialist

• Reviewing and processing claims
• Identifying irregularities and reviewing for accuracy
• Complying with policy provisions and appropriate state and federal laws
• Managing high volume of semi-routine claims and phone calls
• Explaining basic contract definitions to insureds verbally and in writing
• Processing claim operational activities including tax reporting, journal vouchers, and overpayments

Senior Claims Analyst

Outside Sales

• Manage Regional Sales Directors and/or Regional Sales Representatives as well as personally produces in their assigned territories to achieve sales goals through the successful execution of annual sales plan in concert with the overall business strategy.
• Achieve annual new business sales, net growth & reenrollment objectives: Demonstrate the value proposition to distribution partners.
• Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors.
• Directs and manages the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts.
• Review their assigned RSD/RSRs’ RFPs and proposals to provide feedback and to ensure an effective and profitable sales process.
• Establish and maintain effective working relationships with key, targeted Producers for each RSD or RSR under management.
• Maintain primary relationship with key/high level producers and enrollment firms within your territory.
• Train, coach and develop RSDs and/or RSRs to achieve sales goals.
• Manage activity and performance of regional sales team.
• Maintain a motivated and productive staff by providing sound leadership, feedback and coaching.
• Participate in the recruiting and selection of new RSDs or RSRs.
• Oversee and ensure the effectiveness of the on-boarding process for new RSDs or RSRs.
• Create an organizational culture that fosters high morale and productivity.
• Develop and maintain collaborative relationships within VBS.
• Monitor and report on competition to evaluate Trustmark’s position in the marketplace.
• Actively utilize Salesforce.com for reporting, forecasting, activity management, approvals, workflow management, travel bookings and expense reporting.
• Review and manage monthly reports of pipeline, forecasts and metrics using Salesforce automation tool.
• Other duties as needed/assigned.

Regional Sales Manager

• Increases new business sales through establishing strong, consultative partnerships
• Activities include learning health care trends, market intelligence, and product information
• Manage target account lists and pipeline management
• Follow a comprehensive sales process including marketing programs and educational seminars
• Contribute to sales planning, forecasting, and product development

Regional Sales Director – Alleghany Mountain Territory

Director

• Oversee the successful delivery of strategic digital solutions
• Act as the bridge between business and technology
• Translate business priorities into execution-ready initiatives
• Lead delivery across project managers, solution engineers, architects, and vendor partners
• Guide solution decisions while maintaining focus on business outcomes
• Accountable for roadmap development, vendor governance, risk management, and execution across a portfolio
• Develop short- and long-term technology roadmaps based on anticipated changes

Senior Director, Applications Delivery

Underwriter

• Responsible for supporting underwriting and new business operations by processing group information, renewals, maintaining accurate records, coordinating documentation, and providing administrative and operational support to underwriting teams, agents, and internal departments.
• Process assigned new business groups by entering and managing data across multiple systems, including MARK, Access, and Dynamics.
• Assign new business underwriters and operations specialists.
• Create and maintain new business folders within underwriting shared drives.
• Set up new business quotes and notes in MARK.
• Create and update Group Facts screens by entering member eligibility data.
• Order group billing materials and plan documents.
• Process monthly Renewals timely and accurately.
• Review renewal quote for errors and update.
• Monitor and process Participation.
• Call potential groups regarding their medical history/conditions using medical questionnaires.
• Answer phone inquiries from groups, agents, and Starmark distribution partners concerning problems, procedures, status, or general information.
• Correct Group Facts errors and update system data, as necessary.
• Combine and transfer new business group documentation to G360 (Document Center).
• Audit new business groups and renewals to ensure accuracy and compliance.
• Enter Patient Notes timely and accurately.
• Process close out of New Business groups.
• Participate in departmental projects and assist with QA testing initiatives.
• Perform additional duties as assigned.

Underwriting Operations Specialist

• Increases new business sales through establishing strong, consultative partnerships
• Customers typically include hospitals, medical centers, and public entities
• Manage target account lists and pipeline management
• Follow a comprehensive sales process including marketing programs and educational seminars
• Managing both external and internal stakeholders throughout the sales process
• Monitor and report on competition to evaluate Trustmark’s position in the marketplace
• Actively utilize Salesforce.com for activity reporting and forecasting
• Provide monthly reports of pipeline, forecasts and metrics

Regional Sales Director – Heartland Territory

Assistant

• Coordinating various aspects of proposal preparation
• Learning and applying knowledge regarding VB products
• Receiving requests, setting up case files, scrubbing information for accuracy
• Running necessary reports and sending to Underwriting
• Reviewing processes, procedures and forms to identify improvement opportunities

Proposal Assistant I

Call Center Representative

• Responding to high volume of inbound client/customer requests
• Providing information and processing customer profile changes
• Documenting customer interactions
• Researching and resolving complex customer inquiries
• Determining root cause and resolving client/customer issues
• Serving as a team resource and mentor for new hires

Call Center Representative – Senior

Account Executive

• Responsible for driving new business growth and strengthening broker relationships within the small business segment in a designated territory
• Develop and grow broker relationships through regular field visits, joint selling, and ongoing engagement
• Deliver compelling product presentations to brokers, employers, and industry partners
• Represent the company at industry events, broker meetings, and local market activities
• Maintain deep market expertise, including competitor positioning, pricing trends, and regulatory changes
• Prospect and close new small-business medical groups
• Track and report pipeline activity in CRM; analyze sales performance, and market insights to inform strategy and forecasting
• Partner with underwriting, client management, and marketing for a seamless experience

Field Sales Executive

General

• 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

New Business Coordinator

Sales

• Increases new business sales through establishing strong, consultative partnerships with distributors
• Generate new business opportunities by leveraging existing relationships and conducting market analysis
• Proactively develop and maintain effective relationships with internal stakeholders
• Monitor and report on competition to evaluate Trustmark’s position in the marketplace
• Actively utilize Salesforce.com for activity reporting and business requests
• Provide monthly reports of pipeline, forecasts, and metrics

Regional Sales Director – Southwest, Arizona, New Mexico

• Increase new business sales through partnerships with major worksite and voluntary benefit distributors
• Learn health care trends and product information
• Manage target account lists and pipeline management
• Follow a comprehensive sales process including marketing programs and presentations
• Manage both external and internal stakeholders throughout the sales process
• Monitor and report on competition
• Utilize Salesforce.com for activity reporting and metrics

Regional Sales Director

Client Services Representative

• Serves as the primary point of contact for brokers and employer groups ensuring accurate, timely, and high-quality support across all service and administrative needs.
• Manages inquiries, resolves issues, coordinates with internal teams.
• Coordinates client and broker onboarding, processes renewal paperwork, and maintains strong relationships that drive retention and client satisfaction.
• Oversee intake and prioritization of internal and external inquiries.
• Manage the end-to-end service workflows and monitor open service cases with timely follow-up.
• Use independent judgment to resolve complex issues while balancing client needs with organizational policies.
• Determine appropriate solutions and approve exceptions or escalated items within authority limits.
• Collaborate with client retention executive on plan renewals and preparation, including plan changes, identifying client needs, and ensuring alignment with client goals.
• Prepare and process renewal contracts and paperwork accurately and timely.
• Welcome and educate new clients and brokers on Trustmark products and processes while ensuring a smooth transition from prior carriers and new sales.
• Coordinate setup, system configuration, and delivery of onboarding materials; and conduct enrollment meetings as needed.
• Identify customer service trends and develop job aids and process documentation.
• Recommend and influence implementation of process improvement, insights on broker and employer needs, competitive dynamics, and operational challenges.
• Conduct root-cause analysis on recurring issues, and lead initiatives to address systemic problems.
• Represent client management in cross-departmental committees and projects focused on service operations and client experience.

Client Service Manager

• Responsible for driving new business growth and strengthening broker relationships within the small business segment in a designated territory
• Has high visibility and consistent presence in the market to build and grow broker relationships and drive sales
• Develop and grow broker relationships through regular field visits, joint selling, and ongoing engagement to increase quoting activity and new business submissions
• Deliver compelling product presentations to brokers, employers, and industry partners, clearly articulating value, differentiation, and cost containment strategies
• Represent the company at industry events, broker meetings, and local market activities to strengthen brand presence and generate new opportunities
• Maintain deep market expertise, including competitor positioning, pricing trends, and regulatory changes impacting the small-group segment
• Prospect and close new small-business medical groups, leveraging product knowledge, competitive insights, and a consultative sales approach
• Track and report pipeline activity in CRM; analyze sales performance, and market insights to inform strategy and forecasting
• Partner with underwriting, client management, and marketing to ensure a seamless experience from quote to implementation

Regional Sales Executive

• Responsible for driving new business growth and strengthening broker relationships within the small business segment in a designated territory
• Develop and grow broker relationships through regular field visits, joint selling, and ongoing engagement to increase quoting activity and new business submissions
• Deliver compelling product presentations to brokers, employers, and industry partners
• Represent the company at industry events, broker meetings, and local market activities
• Maintain deep market expertise
• Prospect and close new small-business medical groups