Customer Service Representative, RTIS

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

Benefits offered by this job

Total Rewards package

Job summary

Rush Truck Insurance Services in Texas seeks a Customer Service Representative - Finance and Accounting to assist Sales Representatives, Assistants and Customers with premium finance loans, renewals, and related inquiries.

You will set up loans within 48 hours of funding requests, send documents via DocuSign, and follow up for signed documents by phone or email. You will process payments, endorsements, funding checks, and refunds, handling multiple payment methods.

Qualifications

• High School Diploma or General Education Degree
• 1.5 to 2 years of related work experience in a similar position
• Working knowledge of Microsoft Excel is helpful
• Spanish speaking is helpful but not required

Responsibilities

• Handle day to day needs, including preparing quotes for insurance premium loans and endorsements
• Set up loans within 48 hours of receiving request for funding
• Send loan documents to clients 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 via multiple channels
• 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 per standard business practice and applicable statutes

Skills

Excel

Spanish

Education

High School diploma

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.