Insurance Compliance Specialist

Commercial Credit Group; Charlotte (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

Commercial Credit Group seeks an Insurance Compliance Specialist in Charlotte, NC to manage insurance files, process requests, and communicate with agents and customers. The role requires organization, accuracy, and the ability to handle multiple tasks in a fast-paced environment.

The position emphasizes cross-functional teamwork, attention to detail, and timely reporting to management. Prior insurance experience is a plus, with opportunities for growth within a growing finance organization.

Qualifications

• Minimum of 2 years customer service experience.
• Intermediate Windows and MS Office skills.
• Strong organizational skills and attention to detail.
• Sound verbal and written communication skills.
• Excellent communication, organizational, and customer service skills.
• Must be able to function in a multi-tasking, fast-paced, team environment.

Responsibilities

• Collaborate cross functionally with fellow employees and management to maintain current and complete insurance files.
• Maintain physical insurance files, imaging system, and Aspire system.
• Prepare and send insurance requests, demand letters, and default letters.
• Routine follow up by phone, fax, and email with customers, sales force, and insurance agents to ensure current, proper certificates are on file.
• Review of existing insurance files as needed to ensure certificates comply with company requirements.
• Receive all incoming physical, electronic and other insurance correspondence and immediately process renewals and cancellations.
• Prepare weekly reports to monitor follow up and prepare monthly reports to present to management.
• Assist in maintenance and imaging of loan, credit, notification and correspondence documents.
• In addition, this position may involve cross-training and working with customer service department to resolve customer inquiries and requests.
• Other duties may be assigned at company’s discretion.

Skills

Customer service

Organizational skills

Verbal and written communication

Multitasking

Team collaboration

Education

Associate or Bachelor's degree

Tools

MS Office

Windows OS

Job description

Career Opportunities with COMMERCIAL CREDIT GROUP

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Commercial Credit Group Inc (CCG) is an independent national commercial equipment finance and leasing company focused on purchase money and refinance transactions in the construction, fleet transportation, waste/environmental and machine tool industries. CCG does equipment financing different than any other lender. We consider the character, collateral and cash flow of the borrower to make our credit decisions, often allowing us to lend money when a bank or captive lender won't. We realize there are ebbs and flows to the business and take the time to listen to the customers' stories. Headquartered in Charlotte, NC, CCG has made NC’s Mid-Market Fast 40 List for the 12 th time.

CCG has an Insurance Compliance Specialist position available in its Charlotte, NC operations office.

This position is a great opportunity for a self-motivated, independent worker to enter the finance industry and join a growing organization.

Primary Responsibilities:

• Collaborate cross functionally with fellow employees and management to maintain current and complete insurance files.
• Maintain physical insurance files, imaging system, and Aspire system.
• Prepare and send insurance requests, demand letters, and default letters.
• Routine follow up by phone, fax, and email with customers, sales force, and insurance agents to ensure current, proper certificates are on file.
• Review of existing insurance files as needed to ensure certificates comply with company requirements.
• Receive all incoming physical, electronic and other insurance correspondence and immediately process renewals and cancellations.
• Prepare weekly reports to monitor follow up and prepare monthly reports to present to management.
• Assist in maintenance and imaging of loan, credit, notification and correspondence documents.
• In addition, this position may involve cross-training and working with customer service department to resolve customer inquiries and requests
• Other duties may be assigned at company’s discretion.

Qualifications:

• Minimum of 2 years customer service experience
• Intermediate Windows and MS Office skills
• Strong organizational skills and attention to detail
• Sound verbal and written communication skills
• Excellent communication, organizational, and customer service skills
• Must be able to function in a multi-tasking, fast-paced, team environment

A Plus:

• Prior experience in insurance industry
• 2 Years Associate’s or Bachelor’s degree