Join Team TMLT

This position, in the Accounting Department, is responsible for all cash receipt postings, report downloads & validations, customer service issues involving cash receipts, maintaining policyholder unapplied cash at acceptable levels, and reconciling various balance sheet accounts. 

Duties for this role include:

• process daily check deposits for multiple companies; 
• review and validate daily lockbox deposit files;
• book general ledger entries; 
• document billing related cash receipt issues and follows-up when necessary; 
• download/format merchant reports; validate all one-time electronic transactions (ACH or credit card) are entered and balanced in accounting insurance software or EAS systems daily; 
• review and maintain Policyholder Unapplied Cash reports;
• post cash on cancelled policies and follow-up with underwriting; 
• process all returned cash transactions;
• manage cash receipts inquiries from policyholders and other departments; 
• update team’s Customer Service Standards stats weekly; and
• download monthly bank reports, update analysis data, and maintain supporting documents. 

Requirements include:

• knowledge of credit card processing transactions in an accounting system;
• working knowledge of computers and Microsoft Office applications
• knowledge of Excel software;
• skilled in English usage- spelling, grammar, punctuation; and
• ability to operate a calculator by touch and type at least 45 words per minute with a high degree of accuracy. 

Associates degree in accounting preferred or at least three to five years of office experience particularly in an insurance environment. A minimum of three years of cash receipts accounting reconciliation experience is preferred. 

‍

This position is responsible for taking initial loss calls and assisting the Claims Department in performing a full range of administrative functions.

In this role, the successful candidate will:

• respond to telephone calls from policyholders reporting claims, gather incident information, prepare initial loss report, and follow set guidelines before releasing task to the supervisor;
• set up Medefense, Cyber, ELPI claim files in the system;
• enter new claims into Oasis;
• open, batch, scan, and electronically index daily incoming mail to appropriate claim staff members;
• verify claim number(s), pricing, and staff member on miscellaneous, legal, and expert invoices;
• maintain adequate Claim Department office supply stock; and
• perform monthly destruction of old data.

Candidate must be able to communicate effectively, both in person and by phone, with other employees and with outside callers. Should be skilled in English usage: spelling, grammar, and punctuation. Applicant should be organized and able to multi-task. Strict attention to detail is a must. Need to be proficient in Microsoft applications such as Word and Excel.

Candidate must have achieved high school graduation or equivalent and have a minimum of one to two years of office experience, preferably in an insurance claim office which included data entry duties.

‍

This position, in the Accounting Department, is responsible for the timely and accurate processing of billing duties and providing professional, high-level customer service to policyholders, primarily via telephone.

Duties for this position include:

• prepare daily reporting to be used in reconciling, mailing, and tracking customer service standards of batch invoices;
• perform routine audits of printed batch invoices;
• manage invoices and notices of cancellations (NOCs) for assigned territory and prepares supporting documentation as necessary;
• perform daily audits on AR aging and credit balance reports and works with Underwriting department to resolve any outstanding issues;
• prepare and process policyholder refunds for premium, surplus, and Trust Rewards daily;
• review billing after Underwriting entry on all cancellations, reinstatement, cancel/rewrites, and voids to ensure accuracy;
• respond to incoming calls by answering various questions related to, but not limited to, policy information, risk management/continuing medical education (CME) inquiries, and billing and payment information;
• provide customer service online by connecting through chat support to ensure policyholders receive instant responses in real time;
• provide technical support to policyholders by assisting with navigation of the website, enrollment for the members only site, online payments, and auto-draft enrollment, and managing users’ CME site profiles;
• respond to policyholder inquiries, primarily obtained through the Customer Service general email box, by providing payment histories, claims histories, proof of coverage, and other policy correspondence as requested;
• perform outbound courtesy calls to insureds who have received a NOC or those whose payment was returned as a final collection effort and to retain the account;
• develop personal and professional goals and plans to obtain them; and
• pursue a continuous program of self-development.

‍
A minimum of two to three years of customer service, underwriting, or accounts receivable experience in an insurance or medical environment is preferred. Some college and/or basic insurance classes preferred.

Required knowledge, skills, and abilities include:

• knowledge of basic accounting procedures, general office practices and procedures, telephone techniques;
• skilled in English usage, spelling, grammar, punctuation, and arithmetic;
• highly proficient in Microsoft applications such as Outlook, Word, with moderate to advanced Excel skills;
• proficient in the use of various web-based applications for billing research/payment inquiries;
• able to communicate effectively, both in person and by phone with other employees and with outside callers;
• strong organizational and customer service skills;
• able to perform duties with speed and high degree of accuracy with minimum supervision; and
• able to work with frequent interruptions.

The successful candidate must have achieved high school graduation or equivalent. Some college and/or basic insurance classes preferred. Minimum of two to three years customer service, underwriting, or accounts receivable experience preferably in an insurance or medical environment. OR, any combination of education, training, and experience, which would provide the level of knowledge, skill, and ability required.

‍

This position, in the Underwriting Business Development (UWBD) department, is responsible for providing professional, high-quality customer service to TMLT/TMIC/LSA policyholders, primarily via telephone. The Underwriting Technician assists underwriters in performing a full range of underwriting technical functions requiring a high degree of accuracy.

In this role, the successful candidate will:

• answer and respond to routine and mid-level phone calls and emails from policyholders while referring high-level questions to the appropriate underwriter;
• perform data entry of new business, renewals, endorsements, reinstatements, and cancellations/non-renewals for new and existing business;
• process new business Moonlighting applications in their entirety if all criteria are met;
• accept and process TMIC deletions on existing policies;
• compile account data for renewals to include loss information, expiring and estimated renewal premium, applied credits or debits, and other special factors;
• generate loss analysis reports for underwriter as requested;
• coordinate with Accounting department and underwriters in review of invoices, as needed, pending cancellation list, notices of cancellation, and other billing issues;
• assist the customer service team with billing questions;
• assist other department members with special projects as needed, including lists generated for entry correction and policy/procedure changes;
• provide back up for other underwriting technicians;
• verify TMA membership on new business;
• process TMA drop and pending lists monthly, sending warning or cancellation letters as needed;
• process entry on all renewals requiring manual rate letters;
• endorse/update policy changes from reviewed renewal applicaitons;
• develop personal and professional goals and plans to obtain them; and
• pursue a continuing program of self-development.

Required knowledge, skills, and abilities for this position include:

• knowledge of professional office practices including telephone etiquette and appropriate grammar usage;
• knowledge of Microsoft Office including Outlook, Word, and Excel and ability to learn new software programs;
• rely on instructions and pre-established guidelines to perform functions of the job;
• basic knowledge of insurance underwriting procedures and practices preferred;
• effective verbal and written communication skills including the ability to communicate information accurately, clearly, and as intended;
• strong analytical, problem solving, organizational and customer service skills;
• able to succeed in high volume environments requiring personal organization, multitasking, and regular reprioritization with short turnaround time on items of high impact;
• able to work with frequent interruptions; and
• able to function well in a team environment or operate independently as needed.

High school graduation or equivalent is also required. Some college and/or basic insurance courses preferred. Minimum of two years’ experience in a technical role in an insurance environment, medical professional liability environment preferred. Or, any combination of education, training, and experience which would provide the level of knowledge, skill, and ability required.

The successful candidate must obtain a Texas Department of Insurance General Lines Agent License within six months of employment and is responsible for maintaining license requirements.

‍

This position, in the Claims Department, is responsible for the investigation and resolution of assigned medical malpractice claims brought against insured physicians within a prescribed geographical territory.

Individual holding this position should possess:

• ability to handle the investigation, evaluation, negotiation, and settlement of liability claims, as well as the supervision of defense counsel on cases with a potentially moderate to severe exposure;
• five years minimum of progressively responsible experience in the property and casualty insurance field handling bodily injury claims (physicians’ liability experience preferred);
• availability for occasional travel, including overnight stays;
• strong analytical skills and effective oral and written communication skills, plus knowledge and understanding of basic professional liability insurance contracts, regulations, and litigation; and
• Bachelor’s degree and Adjuster’s License required.
  ‍

If the successful candidate does not possess an Adjuster’s License, they will be required to obtain the license within six months of employment.

‍