Trustmark

• Increases new business sales through establishing strong, consultative partnerships • Customers typically include hospitals, medical centers, and public entities • Manage target account lists and pipeline management • Follow a comprehensive sales process including marketing programs and educational seminars • Managing both external and internal stakeholders throughout the sales process • Monitor and report on competition to evaluate Trustmark’s position in the marketplace • Actively utilize Salesforce.com for activity reporting and forecasting • Provide monthly reports of pipeline, forecasts and metrics

• Responding to high volume of inbound client/customer requests • Providing information and processing customer profile changes • Documenting customer interactions • Researching and resolving complex customer inquiries • Determining root cause and resolving client/customer issues • Serving as a team resource and mentor for new hires

• Responsible for driving new business growth and strengthening broker relationships within the small business segment in a designated territory • Develop and grow broker relationships through regular field visits, joint selling, and ongoing engagement • Deliver compelling product presentations to brokers, employers, and industry partners • Represent the company at industry events, broker meetings, and local market activities • Maintain deep market expertise, including competitor positioning, pricing trends, and regulatory changes • Prospect and close new small-business medical groups • Track and report pipeline activity in CRM; analyze sales performance, and market insights to inform strategy and forecasting • Partner with underwriting, client management, and marketing for a seamless experience

• Increase new business sales through partnerships with major worksite and voluntary benefit distributors • Learn health care trends and product information • Manage target account lists and pipeline management • Follow a comprehensive sales process including marketing programs and presentations • Manage both external and internal stakeholders throughout the sales process • Monitor and report on competition • Utilize Salesforce.com for activity reporting and metrics

• Responsible for driving new business growth and strengthening broker relationships within the small business segment in a designated territory • Has high visibility and consistent presence in the market to build and grow broker relationships and drive sales • Develop and grow broker relationships through regular field visits, joint selling, and ongoing engagement to increase quoting activity and new business submissions • Deliver compelling product presentations to brokers, employers, and industry partners, clearly articulating value, differentiation, and cost containment strategies • Represent the company at industry events, broker meetings, and local market activities to strengthen brand presence and generate new opportunities • Maintain deep market expertise, including competitor positioning, pricing trends, and regulatory changes impacting the small-group segment • Prospect and close new small-business medical groups, leveraging product knowledge, competitive insights, and a consultative sales approach • Track and report pipeline activity in CRM; analyze sales performance, and market insights to inform strategy and forecasting • Partner with underwriting, client management, and marketing to ensure a seamless experience from quote to implementation

• Increases new business sales through establishing strong, consultative partnerships with distributors • Generate new business opportunities by leveraging existing relationships and conducting market analysis • Proactively develop and maintain effective relationships with internal stakeholders • Monitor and report on competition to evaluate Trustmark’s position in the marketplace • Actively utilize Salesforce.com for activity reporting and business requests • Provide monthly reports of pipeline, forecasts, and metrics

Role Description Responsible for driving new business growth and strengthening broker relationships within the small business segment (typically 2–100 employees) in a designated territory. Has high visibility and consistent presence in the market to build and grow broker relationships and drive sales. Combines market expertise, consultative selling, and strong field presence to position our medical insurance solutions as the preferred choice for brokers and their employer clients. - Develop and grow broker relationships through regular field visits, joint selling, and ongoing engagement to increase quoting activity and new business submissions. - Deliver compelling product presentations to brokers, employers, and industry partners, clearly articulating value, differentiation, and cost containment strategies. - Represent the company at industry events, broker meetings, and local market activities to strengthen brand presence and generate new opportunities. - Maintain deep market expertise, including competitor positioning, pricing trends, and regulatory changes impacting the small-group segment. - Prospect and close new small-business medical groups, leveraging product knowledge, competitive insights, and a consultative sales approach. - Track and report pipeline activity in CRM; analyze sales performance, and market insights to inform strategy and forecasting. - Partner with underwriting, client management, and marketing to ensure a seamless experience from quote to implementation. Qualifications - Bachelor’s Degree with 4 - 6 years relevant sales experience OR High School Diploma/GED with 6 - 8 years relevant sales experience. - Active health and life license within 90 days of hire. Requirements - Demonstrated record of sales success in small group or level-funded health plans. - Excellent negotiation skills. - Strategic and consultative sales approach with proven ability to build and maintain trusted broker relationships. - Ability to travel up to 50% of the time, primarily but not exclusively local. - Excellent interpersonal and presentation skills, including the ability to comfortably and confidently deliver information to large groups. - Ability to prioritize and manage time efficiently to ensure all key job accountabilities are completed. Benefits - Health/dental/vision insurance. - Life insurance. - FSA and HSA. - 401(k) plan. - Employee Assistance Program. - Back-up Care for Children, Adults, and Elders. - Many health and wellness initiatives. - Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

• Serves as the primary point of contact for brokers and employer groups ensuring accurate, timely, and high-quality support across all service and administrative needs. • Manages inquiries, resolves issues, coordinates with internal teams. • Coordinates client and broker onboarding, processes renewal paperwork, and maintains strong relationships that drive retention and client satisfaction. • Oversee intake and prioritization of internal and external inquiries. • Manage the end-to-end service workflows and monitor open service cases with timely follow-up. • Use independent judgment to resolve complex issues while balancing client needs with organizational policies. • Determine appropriate solutions and approve exceptions or escalated items within authority limits. • Collaborate with client retention executive on plan renewals and preparation, including plan changes, identifying client needs, and ensuring alignment with client goals. • Prepare and process renewal contracts and paperwork accurately and timely. • Welcome and educate new clients and brokers on Trustmark products and processes while ensuring a smooth transition from prior carriers and new sales. • Coordinate setup, system configuration, and delivery of onboarding materials; and conduct enrollment meetings as needed. • Identify customer service trends and develop job aids and process documentation. • Recommend and influence implementation of process improvement, insights on broker and employer needs, competitive dynamics, and operational challenges. • Conduct root-cause analysis on recurring issues, and lead initiatives to address systemic problems. • Represent client management in cross-departmental committees and projects focused on service operations and client experience.

• Responsible for reviewing and processing claims • Identifying irregularities and reviewing for accuracy, and completeness • Complying with policy provisions and appropriate state and federal laws • Initiates independent analysis of claims that need additional review • Manages active claims while adhering to department time service standards • Gathers and reviews data from different sources • Manages more complex claim operational activities • Reviews complex medical, financial records and legal documents

• Managing and processing billing activities for clients • Handling invoices, reconciling payments, and addressing billing issues and inquiries • Enters daily premium deposit and validates balanced debits; audits & researches incoming checks; issues premium refunds as needed • Primary contact for external customer correspondence; assists with customer service duties, including generating past due calls, change processing, and other information requests or data entry requests • Prepares monthly invoices for external vendors/carriers; enters payments and tracks past due payments; communicates with customers related to past due vendor/carrier payments and logs information • Accurately processes and reconciles premium payments at an employee policy level, following company guidelines