What are the responsibilities and job description for the Compliance Associate position at Trucordia?
Company Description
Extraordinary opportunity. Exceptional experience.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
Job Summary: We are seeking a Compliance Associate to join our team at Trucordia. As a Compliance Associate, we are looking for someone to provide excellent customer service to our ITL Clients.
Duties And Responsibilities
Education & Experience
Please see our company Benefits:
Extraordinary opportunity. Exceptional experience.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
- We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
- We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
- We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
- We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
- We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
Job Summary: We are seeking a Compliance Associate to join our team at Trucordia. As a Compliance Associate, we are looking for someone to provide excellent customer service to our ITL Clients.
Duties And Responsibilities
- Provide professional front-line support through phone and walk-in customer service.
- Perform data entry across multiple systems, including AMS, and update customer records as needed.
- Maintain and organize electronic and paper files, including Driver Qualification and Vehicle Maintenance records.
- Process Motor Vehicle Reports (MVRs) and assist with new driver orientation.
- Prepare and support DOT audits, including entrant audits and audit file preparation.
- Generate customer invoices and manage scanned documents within AMS and the server.
- Draft and file business correspondence and paperwork accurately.
- Maintain customer service logs and complete outstanding work tasks.
- Assist with quarterly IFTA reporting and perform ITL services for clients.
- Provide phone backup coverage and perform general administrative duties as assigned.
Education & Experience
- High School Diploma
- Strong computer skills and familiarity with Microsoft Suite Platforms
Please see our company Benefits:
- Medical, Dental, Vision
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K