Join Team TMLT

This position, in the Underwriting & Business Development (UWBD)  Department is responsible for assisting the underwriting and business development team in performing a full range of clerical, organizational, and administrative functions.

Duties in this position include:

• process and prepare new business applications by utilizing the policy and procedures checklist with outlined criteria for the UWBD technicians or underwriter’s review;
• review new business applications with a strong attention to detail to understand the need of the applicant and entering data into software;
• answer and assist in phone calls from policyholders requesting declaration of coverage pages and certificates of insurance for claims history;
• assist in the training of new underwriting service specialists;
• review returned mail for possible address changes, determine action needed to forward returned correspondence; and
• assist other department members with special projects as needed.

Requirements for this position include:

• strong organizational and customer service skills;
• knowledge of Microsoft Office applications including Outlook, Word, and Excel;
• high school graduation or equivalent, with a minimum of one to two years of clerical/general office experience including customer service, preferably in an insurance or medical environment.

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:

• manages invoices and notices of cancellations;
• performs daily audits on AR aging and credit balance reports;
• prepares and processes refunds daily;
• prepares daily invoice reports, sorts through printed batched invoices, and prepares for delivery to mailroom;                                     
• reviews billing to ensure accuracy;                                          
• responds to incoming calls and questions;
• provides technical support to policyholders; and
• performs outbound courtesy calls to customers.

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.

Requirements include:

• knowledge of basic accounting procedures, general office practices/procedures and telephone techniques;
• strong communication, organizational, problem solving, and customer service skills; and
• ability to work with frequent interruptions.

The successful candidate must be proficient in Microsoft applications and the use of various web-based applications for billing research/payment inquiries.

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