Insurance Specialist bei PEAC Solutions

Insurance Specialist

We are PEAC Solutions—large enough to finance the globe, yet small enough to stand shoulder-to-shoulder with our customers. We believe in the power of partnership and the promise of possibility. Our purpose is to fuel growth by providing smart, flexible lending solutions that help businesses overcome obstacles and seize new opportunities. Backed by HPS Investment Partners, a leading global investment firm, we offer equipment financing, working capital, and inventory lending solutions that keep businesses moving forward. As the world’s largest independent equipment finance company, we are expanding our global footprint—and we are doing it with purpose, grit, and a commitment to those we serve.

You are someone who thrives in an environment where ambition meets action. You bring curiosity, resilience, and a strong sense of accountability. You see challenges as opportunities and believe in making an impact for customers, for your team, and for the business. If you are looking to be a part of a company that values partnership over hierarchy and purpose over routine, your next chapter could start here.

The Insurance Specialist is responsible for overseeing all aspects of PEAC's Insurance Program, including data entry, managing incoming calls, email communications, claims processing, and report generation. This role reports to the Director of Insurance & Operations.

Essential Functions:

• Answer phone calls and emails from customers, agents, and PEAC employees to explain PEAC's insurance requirements and assist with obtaining appropriate documentation to fulfill lease agreement obligations.
• Explain PEAC's Leased/Financed Equipment Insurance Policy, including coverage details, exclusions, insurance fee quotes, refunds, and claims processes.
• Review all insurance certificates and policies to determine if they meet PEAC’s requirements; enter insurance information into ServiceCloud, or respond to customers and/or agents if information is insufficient.
• Use weekly reports to ensure the accuracy of customers placed on PEAC’s insurance program and create letters notifying customers of insurance requirements.
• Process claims for covered equipment by:
  • Taking initial claim reports from customers
  • Preparing claim packets
  • Evaluating packets for completeness and claim validity
  • Preparing files for manager review and submission to the insurance company
  • Processing and tracking vendor and insurance company payments
  • Monitoring and maintaining files in accordance with company policy 
• Contact customers, vendors, police, and insurance agents to validate and investigate claims
• Review customer accounts in ServiceCloud for payment history, messages, and adjustments; document all interactions

Qualifications:

• High school diploma with two years of related experience, or a college degree
• Detail-oriented and customer-focused personality
• Strong ability to collaborate with internal and external resources to achieve company goals
• Proficiency in Microsoft Office required
• Property and Casualty insurance license or prior insurance experience is a plus 

PEAC Solutions is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, ethnicity, disability, religion, national origin, gender, gender identity, gender expression, marital status, sexual orientation, age, protected veteran status, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The successful candidate will receive competitive compensation along with our benefit package which includes medical, dental, vision, life insurance, short and long-term disability, 401(k) with match, flexible spending, and paid time off. PEAC provides one paid day off per year to support community involvement. Celebrate you by also having off your birthday on us!