Customer Service Representative, RTIS

Rush Enterprises Inc.; San Antonio (TX); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) with company match

Employee stock purchase program

Job summary

Rush Enterprises Inc. is seeking a Customer Service Representative – Finance and Accounting to assist Sales Representatives, Assistants and Customers with new and renewal premium finance loans. You will set up loans, send documents via DocuSign, process payments and maintain accurate records in the Finance department.

The role requires 1.5–2 years of related experience, basic Excel skills, and may involve Spanish language support. Competitive total rewards and growth opportunities are offered.

Qualifications

• High School Diploma or GED.
• 1.5–2 years of related work experience.
• Working knowledge of Microsoft Excel.
• Spanish speaking is helpful but not required.

Responsibilities

• Prepare quotes for insurance premium loans and endorsements.
• Set up loans within 48 hours of request for funding.
• Send loan documents via DocuSign and follow up for signed docs.
• Process payments and endorsements to the loans.
• Process funding checks to Agency and refunds to clients.
• Process client payments by various methods.
• Maintain accurate records in Finance department.
• Respond to inquiries by phone or email.
• Collect past due balances.

Skills

Customer service

Excel

Spanish language

Education

High School Diploma or GED

Tools

DocuSign

Job description

The Customer Service Representative – Finance and Accounting is responsible for directly assisting Sales Representatives, Sales Assistants and Customers/policy holders with new and/or renewal premium finance loans.

Rush Truck Insurance Services is a Best in Class organization that offers top rated insurance products tailored to fit the needs of commercial trucking companies with 5 to 150 power units. RTIS is a subsidiary of Rush Enterprises, who is a multibillion-dollar solutions provider to the commercial vehicle industry with the largest network of commercial vehicle dealerships across the US. We offer a rewarding career as a leader in the transportation industry. Grow with us as we continue to expand our network of locations and services.

Responsibilities:

• Responsible for handling day to day needs, including preparing quotes for insurance premium loans and endorsements as requested by Agency personnel
• Set up loans within 48 hours of receiving request for funding from the Agency
• Send loan documents to clients via DocuSign and follow up for signed docs via telephone and/or email
• Process payments and endorsements to the loans
• Process funding checks to Agency and refunds to clients
• Process client payments; these may be received via telephone, wire, ach, fax/email, live check or cash
• Process incoming and outgoing mail for the Finance department
• Respond to inquiries verbally and through email or written correspondence
• Responsible for collection of past due balances
• Maintain accurate records as required in a manner that makes such records accessible to anyone in the department upon need and in accordance with standard business practice and any local, state and federal applicable statutes.

Total Rewards & Compensation:

• We offer an exceptional Total Rewards package with outstanding healthcare benefits, a robust 401(k) plan with company matching, and an employee stock purchase program to help you build long-term financial security. Additionally, we provide performance-based incentives and opportunities for professional growth through ongoing training and development. All of this is within a culture that values and rewards excellence, a positive attitude, and integrity, ensuring you thrive personally and professionally.

Basic Qualifications:

• High School Diploma or General Education Degree
• A minimum of 1.5 to 2 years of related work experience in a similar position. May substitute the equivalent combination of education and training.
• Working knowledge of Microsoft Excel is helpful
• Spanish speaking is helpful but not required

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

This job posting does not state or imply that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by their leader.

Minimum Pay Rate
USD $36,000.00/Yr.

Maximum Pay Rate
USD $50,000.00/Yr.