Job Information
Trustmark Underwriting Assistant in Richmond, Virginia
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.
Responsible for servicing customers during initial application review and pending process, as well as assessment for new hires and policy change requests. Requires strong knowledge of voluntary product offerings which includes calculating rates and benefit system discrepancies, additional rider benefit, state variances and coverage qualification per individual and dependents. High level of customer service to agents, brokers, applicants and internal teams is required.
Order prescription records, Medical Information Bureau (MIB) reports and claim history based on underwriting guidelines and offer available to applicants.
Create pending correspondence which includes medical questionnaires, authorizations, amendments and adverse notifications to applicants.
Update system to include appropriate agent and commission info that is applicable by state and group.
Assemble and mail modified or special handling certificates/policies to group or customers
Process paper and system rejected applications for all products offered to initiate billing and coverage.
Effectively utilize case setup, group offer and state regulation for complete manual entry of applications to make appropriate determination if the applications need underwriting escalation.
Research and solve rate errors, setup errors and agent misquotes on applications prior to completion within the goal date.
Respond to customer calls and emails by demonstrating tact and sound judgment in all interactions for both internal and external customers.
Processing customer requests and inquiries on pending and declined applications.
Complete medical questionnaires, amendments and state authorizations over the phone in an effort to fulfill underwriting requirements by phone, email or fax.
Modify and run SQL reports on existing cases for policy statuses as requested by Implementation.
Assist and participate when needed as a business participant for our department on enhancements, production issues, or new product projects.
Other duties as assigned
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include 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 the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune. The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark’s mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people’s lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we’ve changed their lives.
At Trustmark, you’ll be part of a close-knit team. You’ll enjoy abundant opportunities to grow your career. That’s why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what’s ahead – and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
