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Trustmark · 2 months ago

Case Underwriter II

United States

Full-time

Remote

Entry, Mid Level

$61K/yr - $89K/yr

2+ years exp

Trustmark is dedicated to improving wellbeing for everyone through a caring culture that values diversity and inclusion. The Case Underwriter II role involves providing timely and accurate underwriting offers, developing partnerships with Sales, and making informed underwriting decisions for assigned territories.

FitnessHealth Care

Responsibilities

Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium

Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk

Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases

Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions

Understands non-standard broker arrangements and enrollment company strengths and weaknesses

Identifies elements of a successful enrollment and makes recommendations that will create value

Works with reinsurer on cases that require facultative review