Policy Services Specialist

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Wellness resources
• Get ahead of the other candidates by applying directly to Prestige's Career Website! It's easy, once you have completed this application, visit https://prestigeinsurance.bamboohr.com/jobs/, & stay ahead of the competition!
  
  
  

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.
  
  
  

Qualifications:

• 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:

• Comprehensive health, dental, vision, and life insurance.
• Paid time off and paid holidays.
• 401(k) with company match.
• A supportive team environment with opportunities for professional growth and development.
  
  
  

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!