Premium Finance Advisor — Customer & Loan Support

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

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.