Trustmark National Bank - Lincoln, NE

posted 4 months ago

Full-time
Lincoln, NE
Credit Intermediation and Related Activities

About the position

At Trustmark, our mission is to improve wellbeing for everyone, grounded in a belief in equality and a caring culture. This culture is realized through building trust, ensuring that associates feel respected, valued, and heard. In this role, you will orchestrate and oversee the entire implementation process for new cases and re-enrollments, working collaboratively to transform lives and help people, communities, and businesses thrive. You will flourish in a culture of diversity and inclusion where appreciation, mutual respect, and trust are constants, not just for our customers but for ourselves. We are committed to welcoming individuals from all backgrounds, identities, and experiences to a workplace where they feel safe being their authentic selves. This role is essential in establishing Trustmark as a trusted partner for our clients and enrollment partners, ensuring that all necessary steps in the implementation process are completed accurately and on time. As part of your responsibilities, you will develop and manage case implementation project plans for each new and re-enrolled case. This involves coordinating with external and internal partners, including enrollment firms and Payroll Deduction Specialists. You will also conduct product and technology platform enrollment training for key agencies, brokers, and producers, and participate in VIP and Finalist Meetings. Your solid knowledge of Trustmark's products, services, and technology platforms will be crucial, as will your understanding of the interdependencies and relationships with other internal partners. Establishing yourself as Trustmark's single point of contact for all case set-up and enrollment activities will be a key aspect of your role, ensuring a seamless experience for our clients and partners.

Responsibilities

  • Develop and manage case implementation project plans for new and re-enrolled cases.
  • Coordinate with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure timely and accurate completion of necessary steps.
  • Conduct product and technology platform enrollment training for key agencies, brokers, and producers.
  • Participate in VIP and Finalist Meetings.
  • Establish yourself as Trustmark's single point of contact for all case set-up and enrollment activities.

Requirements

  • Minimum of three years' insurance industry knowledge and/or experience in operations or account management.
  • Four-year degree or equivalent.
  • Ability to travel up to 40% within assigned territory.
  • Strong project management skills.
  • Presenting and training experience.
  • Excellent interpersonal and communication skills, both verbal and written.
  • Good presence, strong team player, encouraging, diplomatic, and flexible.
  • Ability to listen well, be persistent and patient in understanding customer needs.
  • Ability to work independently and make good decisions consistent with divisional objectives.

Benefits

  • Health, dental, and vision insurance
  • Life insurance
  • Flexible Spending Account (FSA) and Health Savings Account (HSA)
  • 401(k) plan
  • Employee Assistance Program
  • Back-up Care for Children, Adults, and Elders
  • Health and wellness initiatives
  • Wellness program that enables participation in health initiatives to reduce insurance premiums
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