Join Team TMLT

This position, in the Underwriting and Business Development (UWBD) Department, is responsible for providing professional, high quality customer service while prospecting, quoting, and selling medical professional liability insurance new business accounts. Focuses on servicing solo physicians and their allied health care professionals. Works directly with physicians and allied health care professionals and may also work with agent partners. 

The successful candidate will:

• prioritize incoming calls and online quote requests from prospects;
• respond to questions and concerns from prospective insureds via telephone, email, and chat bot with the goal of identifying their needs, providing accurate rate indications, and ultimately closing the sale;
• utilize educated consultative selling to create and leverage opportunities;
• produce accurate indications in the system in a timely manner to provide to individual physician prospects, in compliance with service standards;
• work with the underwriters to examine risks, determine discounts, and ensure accounts are appropriately covered for their exposure; and
• generate leads and perform targeted outreach via emails and cold/warm/social calls to target leads.

Requirements include:

• working knowledge of system, database, and CRM utilization;
• basic knowledge of insurance practices and procedures, preferably Property and Casualty insurance;
• proficiency in Microsoft applications such as Outlook, Word, Excel, and PowerPoint.

 
Must be highly detail-oriented with strong analytical, problem solving, organizational and customer service skills. Bachelor’s degree preferred, and a minimum of three years of experience in insurance sales, preferably in medical professional liability. Must obtain Texas Department of Insurance General Lines Agent License within six months of employment and is responsible for maintaining license requirements.

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This position, in the Underwriting & Business Development (UWBD) department, facilitates the front-end sales cycle of medical professional liability insurance new business accounts by preparing submissions from agencies and direct quote requests received from our websites.

In the role, the successful candidate will assist the department in performing a full range of clerical, organizational, and administrative functions requiring a high degree of speed and accuracy. Responsible for providing professional, high-quality customer service to TMLT/TMIC/LSA prospective policyholders.

Qualified applicants must be extremely detail-oriented, organized, dependable, and excellent with time management and meeting deadlines. Must perform all duties with a high degree of accuracy, operating independently without constant supervision. Should be comfortable in a highly dynamic environment. Must be hands on with strong analytical and problem-solving skills, along with an outstanding work ethic. A working knowledge of database and CRM utilization along with proficiency in Microsoft Outlook, Word, Excel, and PowerPoint is required.

Candidate must be able to communicate effectively and professionally via phone, email, in person, and be skilled in English usage, spelling, grammar, punctuation, and arithmetic. A minimum of one year experience in an administrative role in a professional business environment, or medical professional liability environment required.

High school graduation or equivalent required, bachelor’s degree preferred. Some college and/or basic insurance courses preferred. Texas Department of Insurance General Lines Agent License required.

Incumbent meeting other selection criteria except possession of the General Lines License is required to obtain the General Lines License within a period of six months upon hiring.

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