Manager, Proposals

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 Leads the Proposal and RFP Submission team by managing performance, workflow, and quality standards to ensure accurate, timely, and compliant customer deliverables. Drives operational excellence through reporting, trend analysis, process improvements, and cross-functional collaboration with Sales, Underwriting, and other business partners. Oversees team development, technology initiatives, AI-enabled processes, and operational governance while fostering a high-performing and accountable team culture.

Key Accountabilities:

Workforce Management Lead workforce planning and team development activities by monitoring demand and capacity trends, determining staffing requirements, recruiting, and onboarding talent, and fostering a high-performance culture focused on continuous improvement, employee development, accountability, and operational excellence.

Operational Oversight Establish, monitor, and report on operational performance metrics for submission and RFP activities, including turnaround times, quality standards, productivity measures, and year-over-year trend analysis to drive business insights and process improvements.

Analyze and report on year-to-year trends; creation/distribution of activity reports to appropriate teams.

Develop, maintain, and enforce operational standards, procedures, job aids, and documentation to support consistency, scalability, knowledge transfer, and continuous process improvement across the team.

Proposal Operations, Quality & Business Partner Management Direct proposal workflow, quality assurance, and audit functions to ensure timely, accurate, and compliant delivery of customer-facing submissions. Develop and maintain auditing methodologies, quality control processes, and best-practice standards while serving as a key liaison between Sales, Underwriting, and other business partners throughout the proposal and quote lifecycle.

Monitor/manage workflow of proposal requests/underwriting offers; review/evaluate requests and quality of output; create/update auditing/quality control documentation; audit team cases; consistent review of best practices in key areas; act as liaison between Sales and Underwriting teams as needed to complete proposals/underwriting offers.

Work across the organization with team SMEs to create and maintain all online and manual tools used for proposal and rate creation and training documents utilized by the Proposal and Submission teams.

Technology Transformation Provide strategic oversight of AI-enabled submission technologies, including monitoring large language model (LLM) performance, validating output accuracy, analyzing usage trends, and refining model inputs and governance practices to ensure alignment with evolving business objectives, compliance requirements, and customer needs.

Provide strategic oversight of transfer from Salesforce to Dynamics,…