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
Assists the National Sales staff in proposal fulfillment and general sales operation activities. Works closely with the sales, operations, and underwriting areas to gather client and company level information to help assess the effectiveness of our business. Primarily responsible for sales reporting, analysis, and updating sales management tracking tools.
Key Accountabilities
Responsible for updating proposal tracking system. As part of the duties for this role the individual will be responsible for reaching out to internal and external business partners to obtain and/or clarify information related to the case proposal.
Assist with Sales Reporting-Persistency Letters, Projected Premium Reports, and Producer Reports.
Produce standard and custom client and broker level reports, utilizing Salesforce, Microsoft Excel, Insights, and Word
Utilize various internal and external data sources to produce reports and perform custom data mining to identify information related to case participation, sales trends, and various financial information.
Formulate key findings and recommendations to management based on data analysis
Maintaining Sales Compensation contracts and special case agreements.
Managing RSX marketing expenses and invoices.
Maintaining list of at risk and terminated clients.
Minimum Requirements
Bachelor’s Degree, or two or more years of experience in reporting or data management.
Excellent analytical skills, including the ability to examine data for meaningful relationships.
Strong project management skills, including the ability to manage and prioritize multiple projects simultaneously while meeting deadlines.
Strong technical skills including the ability to merge data from various sources, summarize data, translate data into a user-friendly report, run statistical testing on the data to determine significance and relationships within the data, and data mine for necessary drill-down metrics.
Proficiency with Microsoft Office applications including advanced use of Microsoft Word and Excel.
Ability to effectively communicate in verbal and written formats, including strong presentation skills.
Strong interpersonal and collaboration skills.
Well organized to effectively plan and follow-through with any task assigned.
Sound judgment and ability make decisions based on knowledge and previous experience.
Preferred
Bachelor’s Degree or related experience.
Experience supporting a sales environment.
Experience administering CRM applications (Saleforce.com).
Voluntary/ Worksite and/or Group marketplace experience.
Tableau experience.
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.
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.
Trustmark is a national employee benefits company offering specialized expertise in voluntary benefits, self-funded health benefit plan design and administration, and employee health and fitness programs that drive results through human and virtual connection. Trustmark offers employers access to benefit options usually reserved for large companies, combined with the personal service you’d expect from a small company. Trustmark’s commitment to building long-term, trusted relationships helps people and businesses thrive.
• Trustmark Voluntary Benefits provides valuable life, hospital, accident, disability and critical illness insurance designed to fit changing needs based on life stage or financial priorities. Trustmark helps educate employees and provides resources to help communicate the value of benefits and other important company initiatives. To learn more, visit TrustmarkVB.com.
• Trustmark Small Business Benefits® level-funded solutions allow small to mid-size employers to provide affordable health benefits to employees. Available to groups with five or more employees along with simplified underwriting for 51 or more enrolled employees, our comprehensive self-funded plan designs and services help empower clients to be smarter healthcare consumers. To learn more, visit TrustmarkSB.com.
• HealthFitness is a comprehensive wellbeing provider that delivers wellness, fitness and injury prevention programs. To learn more, visit Healthfitness.com.
