Coordinator - Insurance Compliance

Premier Trailer Leasing•Plano, TX

About The Position

The Insurance Compliance Coordinator is responsible for ensuring customer insurance documentation complies with company standards, contractual requirements, and established risk management guidelines. This position serves as the primary liaison between branch operations, the Credit Department, and Legal regarding insurance compliance matters. The role provides guidance, oversight, and training to branch personnel while maintaining accurate documentation, supporting audit activities, and driving continuous improvement in insurance compliance processes. The ideal candidate is highly organized, detail-oriented, analytical, and capable of communicating effectively across multiple departments while balancing customer service with compliance and risk management.

Requirements

Strong understanding of commercial insurance certificates and coverage requirements.
Excellent analytical and problem-solving skills.
Exceptional attention to detail and accuracy.
Strong organizational and document management skills.
Ability to interpret policies, procedures, and compliance requirements.
Excellent verbal and written communication skills.
Ability to coach and influence others in a professional manner.
Strong customer service orientation.
Ability to manage multiple priorities and meet deadlines.
Ability to maintain confidentiality and exercise sound judgment.
Proficiency in Microsoft Office Suite, particularly Excel, Outlook, and Word.

Nice To Haves

Associate’s degree in business administration, risk Management, finance, insurance, or a related field preferred. A combination of education and relevant experience may be considered
Experience reviewing commercial certificates of insurance preferred.
Experience working with operational teams and cross-functional departments.
Experience with workflow management systems (such as JIRA) preferred.
Experience with Microsoft Dynamics GP or similar ERP systems is preferred.

Responsibilities

Review customer certificates of insurance (COIs) for accuracy, completeness, and compliance with company insurance requirements.
Identify deficiencies, discrepancies, or non-compliant insurance documentation and communicate required corrections.
Partner with branch personnel to obtain corrected insurance certificates in a timely manner.
Monitor outstanding insurance compliance issues and ensure timely resolution.
Maintain accurate records of insurance documentation and compliance status.
Collaborate with the Vice President – Operations and Vice President – General Counsel to evaluate, implement, and communicate changes to company insurance requirements.
Assist with the development, maintenance, and continuous improvement of insurance compliance policies and procedures.
Conduct insurance compliance audits assigned to verify adherence to company standards.
Identify trends, recurring issues, and opportunities to improve compliance processes while reducing company risk.
Partner with the Credit Department and branch personnel to ensure all credit-approved insurance exceptions are properly documented within Microsoft Dynamics GP (GP).
Oversee the JIRA workflow for insurance-related exception requests, ensuring requests are complete, properly approved, and tracked through resolution.
Maintain documentation supporting insurance exceptions and approvals in accordance with company policies.
Develop and administer document retention procedures for insurance exception records.
Serve as the subject matter expert on insurance compliance requirements.
Provide coaching, guidance, and education to branch personnel regarding insurance documentation requirements and compliance expectations.
Assist in developing training materials, job aids, and reference documentation to improve branch knowledge and consistency.
Respond to insurance compliance questions from branch personnel and internal stakeholders.
Prepare reports related to insurance compliance metrics, exception activity, audit findings, and process performance.
Recommend process improvements that enhance efficiency, reduce risk, and strengthen operational compliance.
Participate in special projects and other duties as assigned.