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Proposal Assistant (Hybrid)

at Trustmark in Lake Forest, Illinois, United States

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.

This individual will be responsible for coordinating various aspects of proposal preparation to ensure that all parts are completed and produced for submission within the set timeframe.

Trustmark is currently seeking a Proposal Assistant to join the Underwriting team. This is a hybrid work arrangement position with 2 days remote and 3 days at the Trustmark office in Lake Forest, IL.

Responsibilities

+ Receive proposal related requests from the Regional Sales Team and and are responsible for coordination of all information pertaining to the RFP.

+ Communicate with Regional Sales Team to determine product(s)/benefit(s)/rider(s) details for proposals and rates.

+ Enter Request for Proposal (RFP) information into the appropriate systems and partner with internal partners to ensure proposals/rates are processed in a timely and accurate manner

+ Other duties as needed/assigned

Education and Experience Requirements

+ High School Diploma or equivalent

+ 0-2 years office experience

+ Organized and Resourceful

+ Proficient in Word, Excel & Adobe Reader

+ Strong time management skills

+ Detail oriented with excellent communication skills

+ Able to follow directions

+ Ability to multi-task

+ Ability to work independently

Preferred

+ Salesforce usage/knowledge

+ Voluntary Insurance Product knowledge

+ Previous experience working on requests for proposals

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.

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Job Posting: JC256046502

Posted On: Feb 29, 2024

Updated On: Apr 27, 2024

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