Insurance Compliance Specialist

commercialcreditgroup; Charlotte (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

Commercial Credit Group Inc is seeking an Insurance Compliance Specialist in Charlotte, NC. The role focuses on maintaining insurance files, processing requests, and ensuring certificates comply with company requirements.

Strong organizational and communication skills are essential, with prior customer service experience preferred. Ideal candidates will handle paperwork, imaging systems, and cross-functional collaboration in a fast-paced environment.

Qualifications

• Minimum 2 years customer service experience.
• Proficient in Windows and MS Office.
• Strong organizational skills and attention to detail.
• Sound verbal and written communication skills.
• Excellence in communication, organization, and customer service.
• Able to multitask in a fast-paced, team environment.

Responsibilities

• Collaborate cross functionally to maintain current insurance files.
• Maintain physical files, imaging system, and Aspire system.
• Prepare and send insurance requests, demand letters, and default letters.
• Follow up with customers, sales force, and agents to ensure current certificates.
• Review files to ensure certificates meet company requirements.
• Process renewals and cancellations for incoming correspondence.
• Prepare weekly and monthly reports for management.
• Assist in maintenance and imaging of loan, credit, and notice documents.
• Cross-train with customer service to resolve inquiries.

Skills

Customer service

Windows

MS Office

Organizational skills

Verbal and written communication

Multitasking in fast-paced team

Education

Associate or Bachelor’s degree

Job description

Insurance Compliance Specialist

Charlotte, NC

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 12th 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