At Trustmark we help people thrive. We provide products and personalized attention that engage and inspire people to maximize their health potential. We offer employee benefits customized to fit each unique business need or life circumstance. It all revolves around our belief that better health and greater financial security increase overall well-being. And with well-being comes peace of mind. Peace of mind to focus on work and family and everything else that’s important in life. Peace of mind to thrive.

For nearly 40 years, Trustmark's Health Benefits (formerly CoreSource) has been delivering customized employee benefit administration services to self-funded employers across the United States. Each of our offices around the country is managed locally by industry veterans who understand the dynamics of the markets they serve. Every Health Benefits office delivers the personal attention of a local TPA backed by the resources and innovation of a large national organization, The Trustmark Companies.

Trustmark's Health Benefits, a nationwide Third Party Administrator is currently seeking a Sales Support Assistant. Primary location would be in the Kansas City area. Secondary location would be in the Phoenix area.

Overview of Role:

The Sales Support Specialist will assist our Sales Executives, Region Presidents, Client Management, Underwriting, and Sales Support staff with new business and renewal sales and client management activities.

Key Accountabilities:

RFP Questionnaire Team Support

• Monitor RFP site, create folders, download files, validate RFP specification forms, and provide same day notification to staff working on proposals.
• Research and secure references.
• Update responses from vendors and subject matter experts as they are received and apply appropriate edits to proposals.
• Organize and maintain third- party vendor information as directed.
• Use Table of Contents provided by Proposal Analyst to create response folders and pull in attachments; WinZip folders and update attachment names so appropriate titling for current proposal is reflected.
• Maintain, print, assemble, and ship binders as requested,
• Populate assigned executive summaries and questionnaires for proposal analyst review as directed and work through returned edits to completion.
• Create and maintain all necessary reporting

Underwriting Team Support

• Run reports (Salesforce, Webfocus, WCW, etc.) for underwriting team.
• Download Anthem pre-certs.
• Confirm all required reports are available in RFP package for stop loss.
• For renewals pull billing instructions and administrative services agreement and input current fees into renewal proposal for underwriter to work.
• For renewals, download automated Webfocus reinsurance report, and 50% report and store in applicable renewal folder.
• For renewals, download and save SPDs and SBCs.
• Send new/revised SPDs and amendments to stop loss carriers for approval.
• Get 5500 (Schedule A from stop loss carrier and Schedule C from finance) information when requested.
• Carefully enter contracts into PowerStepp system.
• Notify healthcare management and reinsurance teams of contract terms sold.
• Review of stop loss contracts

Sales and Client Management Support

• Order supplies, giveaways, business cards, etc.
• Make folders, download files for new business opportunities
• Assist with PowerPoints for sales and finalist presentations
• Provide client management support such as printing, binding, and mailing presentations
• Prepare and setup for on-site client and new business meetings.
• Run reports (Salesforce, Webfocus, WCW, etc.) for sales team
• Customize Trustmark Health Benefits Capabilities proposal for new business opportunities based on Network solution proposed
• Coordinate with sales executives on the plan for delivery of Trustmark Health Benefits Proposal to brokers, clients, and potential clients.
• Provide other support as needed

Education and Experience:

• High School Diploma or GED equivalent
• 2 – 5 years administrative experience in a professional office setting
• Previous experience supporting a team
• Ability to communicate effectively via email and in person with all levels of an organization
• Exceptional customer service skills
• Demonstrated proficiency in MS Word, Excel, PowerPoint
• Ability to learn and use other systems (Salesforce, Qvidian, PowerStepp, SharePoint, SlideBank, etc.)
• Ability to prioritize, multi-task, problem solve
• Proactive with good research and follow-up, and follow-through skills
• Demonstrated organization skills and meticulous attention to detail
• Ability to work effectively with team members on varying levels of the organization

Preferred Experience:

• Previous experience handling Request for Proposals (RFPs)
• Previous experience in a TPA, broker, or insurance setting
• Previous experience with stop loss
• Previous experience with Salesforce
• Previous experience with event planning, booking travel, and office management