Underwriting Operations Specialist

Trustmark

. Support underwriting and new business operations by processing group information, renewals, maintaining accurate records, coordinating documentation, and providing administrative and operational support .

Posted 9/30/2026full-timeLake Forest • Illinois • United StatesMid-LevelSenior💰 $28 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing group information and renewals within the insurance sector, with a strong focus on accuracy, compliance, and operational support. Proficient in data management and communication, ensuring high-quality standards in a fast-paced environment.

Highest-signal resume keywords

Insurance ExperienceData ManagementAdvanced Excel KnowledgeStrong Communication SkillsMARK Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryGroup Billing ProcessingRenewal ProcessingAudit CompliancePatient Notes Entry

Soft Skills

Organizational SkillsDetail OrientedAbility to Work IndependentlyAbility to Adapt to Fast-Paced EnvironmentAbility to Set Priorities

Tools & Technologies

ExcelWordMARKAccessDynamics

Industry Keywords

UnderwritingNew Business OperationsMedical FieldHRA ProcessingDocument Center

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Minimum 3 years insurance experience, preferably in medical field
Proficient in using Excel and Word
Strong technical aptitude with ability to navigate several web applications
Strong organizational skills and very detail oriented
Strong communication skills both verbal and written
Ability to work independently and in a team environment
Ability to set priorities
Ability to achieve/maintain high quality and production standards
Ability to work under pressure and in high stress situations
Ability to be flexible and adapt to a fast-paced environment requiring shifting of priorities
MARK knowledge (preferred)
Advanced Excel knowledge (preferred)
Mainframe knowledge (preferred)

Benefits

Comp & perks

Health/dental/vision
Life insurance
FSA and HSA
401(k) plan
Employee Assistant Program
Back-up Care for Children, Adults and Elders
Health and wellness initiatives
Wellness program enabling employees to participate in health initiatives to reduce their insurance premiums
Potential bonus eligibility