What are the responsibilities and job description for the Policy Services Specialist position at Prestige Trucking Insurance?
Prestige Trucking Insurance is a leading provider of insurance solutions, specializing in commercial trucking and transportation insurance. With a strong commitment to excellence and customer satisfaction, we have built a reputation for delivering tailored insurance products that meet the unique needs of the trucking industry.
We are seeking a dedicated Policy Services Specialist to join our team. This role focuses on proactive customer engagement and policy auditing to ensure our clients remain protected and in good standing.
Responsibilities :
- Proactively reach out to existing customers to prevent policy cancellations due to non-payment.
- Audit customers’ insurance policies to ensure they have all necessary coverage for their trucking operations.
- Educate clients on their policy details, explaining additional coverage options and ensuring they understand their obligations.
- Collaborate with internal teams to address coverage adjustments or discrepancies.
- Maintain accurate records of customer interactions in our CRM system.
- Monitor accounts for potential risks and take preemptive steps to address them.
- Build strong, trust-based relationships with customers, prioritizing their long-term protection and satisfaction.
- Stay updated on industry regulations and best practices to provide informed guidance.
- High school diploma or equivalent.
- 1-2 years of experience in customer service, insurance, or policy management roles. (Preferred)
- Strong interpersonal skills and a customer-first mindset.
- Excellent organizational skills and attention to detail.
- Proficiency in Microsoft Office Suite and CRM systems.
- Ability to manage multiple tasks and prioritize effectively.
- Experience in commercial trucking insurance or similar fields. (Preferred)
- Familiarity with insurance regulations and coverage options. (Preferred)
- Bilingual - English & Spanish
- MUST BE ABLE TO OBTAIN A 4-40 Customer Service Representative Insurance License. Benefits :
- 401(k)
- Paid time off and paid holidays.
- 401(k) with company match.
- A supportive team environment with opportunities for professional growth and development.
Qualifications :
Why Join Us? At Prestige Trucking Insurance, we are committed to your success. We provide all the tools and support you need to thrive in your role, from in-depth training to ongoing professional development opportunities. We would love to see you join the team, and thrive in our dynamic office environment!
