Trustmark

Accountant

• Serve as liaison between a business unit and Corporate Finance for accounting-related activities
• Maintain ICFR documentation and perform testing
• Complete account reconciliations and assist with out-of-balance accounts
• Provide accounting guidance to operations teams
• Act as Workday SME and assist with journal vouchers and Workday-related items
• Partner with Operations and Corporate Finance on banking activities, including wire transfers, ACH and NSFs
• Resolve cash-balance issues with Treasury
• Complete quarterly variance analysis
• Potentially manage the stop loss accounting process
• Provide SME support on accounting-related projects
• Recommend improvements to administrative systems, data flows and financial processes
• Identify efficiencies and automation opportunities
• Assess accounting controls and review quarterly test results
• Train business unit employees on finance-related tasks, including vendor setup, invoice submission and journal creation

BU Accountant III

Operations

• Support underwriting and new business operations by processing group information, renewals, maintaining accurate records, coordinating documentation, and providing administrative and operational support
• Process assigned new business groups by entering and managing data across MARK, Access, and Dynamics
• Assign new business underwriters and operations specialists
• Create and maintain new business folders within underwriting shared drives
• Set up new business quotes and notes in MARK
• Create and update Group Facts screens with member eligibility data
• Order group billing materials and plan documents
• Process monthly renewals timely and accurately
• Import and review renewal quotes for errors and update them
• Monitor and process participation
• Call potential groups regarding medical history/conditions using medical questionnaires
• Answer phone inquiries from groups, agents, and Starmark distribution partners
• Process HRA’s, order medical records, and support other team members
• Correct Group Facts errors and update system data
• Combine and transfer new business group documentation to G360 (Document Center)
• Audit new business groups and renewals for accuracy and compliance
• Enter Patient Notes timely and accurately
• Process close out of new business groups
• Participate in departmental projects and assist with QA testing initiatives
• Submit EFT forms to the premium department
• Send and process EchoSign documents, including NY HCRA forms
• Perform additional assigned duties and projects

Underwriting Operations Specialist

Account Manager

• Maximize the distribution of Trustmark Group Benefits through established and emerging General Agents and Enrollment Firms
• Develop and execute strategic initiatives that differentiate Trustmark in the marketplace, optimize current revenue streams, and deliver innovative distribution solutions
• Drive holistic and incremental growth across GA and Enrollment Firm partnerships
• Develop and maintain relationships with leadership and sales teams across the country to retain and grow business
• Serve as a strategic resource focused on revenue growth, channel development, and enterprise sales execution
• Manage the GA and Enrollment Firm channel, including channel investments and desired engagement outcomes
• Serve as a subject matter expert to strengthen distribution teams and enhance competitive positioning
• Create and execute national initiatives, business plans, and partnership strategies
• Provide strategic direction on GA, Enrollment Firm, and industry trends, including API, quoting, and integration capabilities
• Identify opportunities to drive membership and revenue growth with targeted partners
• Partner with sales, underwriting, finance, legal, and other cross-functional teams
• Develop and maintain relationships with executive leaders across GA and Enrollment Firm partnerships

Executive Director – GA & Enrollment Firm Partnerships

Director

• Drive new product development through market research, trend analysis, and customer insight
• Establish and sustain competitive advantage through data-driven product vision and prioritized roadmaps
• Identify emerging market opportunities and translate insights into product strategy
• Use continuous discovery and validation to solve customer problems, minimize risk, and accelerate time to market
• Partner cross-functionally to align innovation with long-term growth and operational execution
• Build repeatable systems for market intelligence, feedback, and performance measurement
• Lead health product portfolio prioritization and development
• Build relationships throughout the voluntary benefits market and deepen understanding of evolving trends
• Support field partners by communicating product value and strategy across teams and channels
• Lead product development, including research, design, sales strategy, market analysis, requirements documentation, cost-benefit analysis, and implementation
• Lead risk analysis and establish budgets and operational plans for products
• Lead health product claims strategy and customer experience opportunities
• Manage external vendors and partners, including RFP and finalist selection processes
• Own product strategy from concept to market
• Collaborate with underwriting, sales, and marketing to position products and build producer awareness
• Serve as central product knowledge and market needs expert
• Ensure product initiatives achieve return on investment goals
• Coach direct reports and drive initiatives with technology and project partners
• Develop and own KPIs for product initiatives and enable data-driven decisions
• Ensure products remain compliant and address regulatory changes
• Perform other duties as needed/assigned

Executive Director, Product Strategy, Execution

Call Center Representative

• Respond to high volume of inbound client/customer requests and inquiries
• Provide information and process basic customer profile changes
• Direct requests to other functional business teams
• Provide alternatives and options during phone calls
• Gather information and make appropriate decisions focusing on first call resolution
• Document customer interactions in the appropriate systems
• Resolve client/customer inquiries and requests over the phone
• Determine root causes and resolve client/customer issues
• Communicate with internal departments as necessary
• Enter semi-routine client/customer updates into the appropriate system

BU Accountant III

Underwriting Operations Specialist

Executive Director – GA & Enrollment Firm Partnerships

Executive Director, Product Strategy, Execution

Call Center Representative II