Coordinator - Insurance Compliance

Premier Trailer Leasing; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Premier Trailer Leasing is seeking an Insurance Compliance Coordinator to ensure customer COIs meet company standards and risk guidelines. You will liaison between branches, Credit Department, and Legal, providing guidance and training to maintain accurate documentation and support audits.

The role requires strong organizational and analytical skills, detail orientation, and the ability to communicate across departments while balancing customer service with compliance and risk management.

Qualifications

• Associate degree preferred; related experience considered.
• 3–5 years in insurance administration, compliance, risk management, or related field.

Responsibilities

• Review COIs for accuracy, completeness and compliance with requirements.
• Identify deficiencies and communicate required corrections.
• Coordinate with branches to obtain corrected COIs promptly.
• Monitor outstanding issues and ensure timely resolution.
• Maintain records of insurance documents and compliance status.
• Assist with development and improvement of insurance policies and procedures.
• Audit insurance compliance to verify adherence to standards.
• Document insurance exceptions and approvals in GP and related systems.
• Provide training and guidance to branch personnel on compliance expectations.
• Prepare reports on insurance compliance metrics and process performance.

Skills

Commercial insurance knowledge

Analytical thinking

Attention to detail

Organizational skills

Policy interpretation

Verbal and written communication

Coaching others

Customer service

Multitasking

Confidentiality & judgment

Education

Associate degree in business administration or related field

Tools

JIRA

Microsoft Dynamics GP

Microsoft Office Suite

Excel

Job description

Are you looking for a forward focus environment where you are continually challenged, and the atmosphere is affirming? Do you want to be a part of a team where you are often out of your comfort zone, but you wake up excited to go to work each day? How about a place where people are growing because they desire change and growth is modeled and expected?

WHO WE ARE:

Premier Trailer Leasing is a'USA Today Top Workplace' and one of the largest trailer leasing and rental companies in the nation, specializing in long-term leasing and short-term rental services for over-the-road vans, flatbeds, refrigerated equipment and chassis with an inventory of 70,000 trailers and a growing network of locations across the United States.Our investment in new trailers and cutting-edge technology offers the highest quality equipment on both rentals and leases.Our culture fosters a strong entrepreneurial spirit. We believe that our company is better because of our highly skilled employees who are passionate about providing outstanding customer service and getting results.We believe in team effort, not individualism.At Premier you will find an environment where you are seen, heard and valued. Join us and experience what it means to live a culture of C.A.R.E!

JOB SCOPE:

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.

KEY RESPONSIBILITIES:

Insurance Compliance Administration

• 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.

Risk Management & Compliance

• 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.

Credit & Exception Management

• 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.

Training & Support

• 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.

Reporting & Process Improvement

• 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.

SKILLS/ABILITIES:

• 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.

EDUCATION & EXPERIENCE:

• 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
• 3-5 years of experience in insurance administration, compliance, risk management, commercial insurance, credit administration, or a related field.
• 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.

TECHNOLOGY SKILLS:

• Proficiency in Microsoft Office Suite, particularly Excel, Outlook, and Word.
• Experience with Microsoft Dynamics GP or similar ERP systems is preferred.