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Case Underwriter II

Key Facts

Remote From: 
Full time
Senior (5-10 years)
61 - 500K yearly

Other Skills

  • Decision Making
  • Analytical Skills
  • Teamwork
  • Communication
  • Problem Solving

Roles & Responsibilities

  • Bachelor’s Degree and/or 2-4 years of experience
  • High School Diploma or GED with 4-6 years of experience

Requirements:

  • Provide timely and accurate underwriting offers
  • Process, review, and analyze underwriting decisions
  • Review enrollment and participation trends
  • Provide monthly updates on sold case successes
  • Develop relationships with Implementation Managers
  • Work with reinsurer on facultative review

Job description

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

Trustmark is looking for a Case Underwriter to join the organization.

Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.

Key Accountabilities

  • Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium.

  • Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk.

  • Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.

  • Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions.

  • Understands non-standard broker arrangements and enrollment company strengths and weaknesses.

  • Identifies elements of a successful enrollment and makes recommendations that will create value.

  • Works with reinsurer on cases that require facultative review.

Minimum Requirements

  • Bachelor’s Degree and/or 2 – 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.

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

$61,412.00 - $88,706.00 per year

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.

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