Proposal Assistant II

Overview

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.

We are looking for a Proposal Assistant.

• Responsible for coordinating various aspects of proposal preparation to ensure that all parts are completed and produced for submission within the set timeframe.
• Begins to learn and apply knowledge regarding VB products.
• Completes standard Voluntary Worksite and group proposals and rates for assigned territories.
• Receives request, sets up case files, scrubs information for accuracy, runs necessary reports and sends to Underwriting.
• Gathers proposals/rates documentation and any additional documentation (e.g., templates, etc.) and sends to Sales Rep., ensuring deadlines are met.
• Reviews processes, procedures and forms and identifies opportunities for improvement.
• Manages submission activity, working with all team members to ensure submissions are completed in a timely manner.

• High School Diploma or GED with 0 – 2 years of related experience.

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

• $22.00 - $31.79 per hour
• The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus.
• We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand:
Trustmark

In addition to compensation, we offer a comprehensive benefits package that includes:
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. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.

Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.