Customer Service Representative, RTIS
About The Position
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.
Requirements
- 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
Nice To Haves
- Spanish speaking is helpful but not required
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.
Benefits
- outstanding healthcare benefits
- a robust 401(k) plan with company matching
- an employee stock purchase program
- performance-based incentives
- opportunities for professional growth through ongoing training and development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
