New Business Coordinator

Trustmark Insurance

  • Lake Forest, IL
  • 30+ days ago

    Highlights

    Keeping accurate case notes and attachments in CRM detailing process from submission through issuance and initial payment received. Provide new business sales support to sales consultants critical to sales success.

    Numbers & Facts

    LocationLake Forest, IL

    Description

    Provide new business sales support to sales consultants critical to sales success. Prepare new business underwriting submissions within a timely manner. Proactively working with internal and external customers to gather information. Keeping accurate case notes and attachments in CRM detailing process from submission through issuance and initial payment received. Serve as the liaison between underwriting, sales personnel, and brokers throughout the new business sales process.

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