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.
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.
Numbers & Facts
Location
San Antonio, TX
Skills
Accountingunmatched
Business Practicesunmatched
Check Processingunmatched
Customer Support/Serviceunmatched
Federal Laws and Regulationsunmatched
Financeunmatched
Fundingunmatched
Health Planunmatched
Insuranceunmatched
Loan Documentsunmatched
Loansunmatched
Mail Processingunmatched
Microsoft Excelunmatched
Record Keepingunmatched
Salesunmatched
Spanish Languageunmatched
State Laws and Regulationsunmatched
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