Insurance Specialist
About The Position
The Insurance Specialist manages insurance compliance and risk mitigation across the equipment finance portfolio. The role reviews insurance cancellation notices, validates active coverage, obtains replacement policy information when applicable, and maintains accurate documentation in company systems. It requires attention to detail, consistency, analytical skills, accurate interpretation of insurance documents, and comfort with routine, process-driven work. The individual is responsible for taking ownership of their work, maintaining accuracy, and following established processes and timelines. The position also supports insurance renewals and works with customers, insurance agents, and internal teams to resolve insurance-related matters.
Requirements
- High school diploma required.
- Prior insurance administration or insurance processing experience required.
- Prior insurance experience required.
- Exceptional attention to detail and accuracy.
- Comfort working in a structured, process-driven environment with some repetitive tasks.
- Strong organizational and time-management skills.
- Ability to work independently and manage assigned workloads effectively.
- Clear written and verbal communication skills.
- Proficiency in Microsoft Office/Google Suite and comfort working within internal systems and databases.
- Ability to successfully complete a General Abilities Assessment and pass a post-offer background check, physical, and drug screening.
Nice To Haves
- Experience supporting renewals, cancellations, or compliance tracking is strongly preferred.
- Property and casualty, commercial trucking insurance, or related experience preferred.
- Experience in equipment finance, leasing, or asset-based portfolios is a plus.
- Coachable and open to training and process improvement.
Responsibilities
- Review insurance cancellation notices received through mail and electronic channels.
- Determine whether coverage has been cancelled or replaced by a new insurance provider.
- Contact customers and/or insurance agents to confirm coverage status when necessary.
- Obtain replacement policy details and insurance certificates when customers change providers.
- Resolve cancellations promptly to minimize insurance exposure.
- Upload and accurately index insurance certificates and policy documents in internal systems.
- Maintain organized, audit-ready insurance records for assigned contracts and assets.
- Track insurance status to ensure continuous coverage in accordance with company requirements.
- Escalate unresolved or high-risk insurance gaps as appropriate.
- Provide backup support for insurance renewals, including requesting updated certificates and conducting proactive outreach.
- Support team coverage during periods of increased volume or team member absences.
- Ensure insurance documentation meets internal standards and contractual requirements.
- Verify policy limits, loss payee language, effective dates, and covered assets for accuracy.
- Follow insurance and compliance procedures and participate in audits or reviews as required.
- Collaborate with Customer Service, Accounting, and other internal teams to resolve insurance inquiries.
- Communicate professionally with customers, insurance agents, and internal stakeholders, and provide timely status updates when requested.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance (voluntary and employer paid)
- Disability insurance
- 401(k) with company match beginning with the first contribution
- HSA and/or FSA, as applicable
- Paid time off
- Sick time
- Company-paid holidays
- Employee car discount program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
