Client Services Rep/Office Services

The Customer Service Representative - Insurance Services is responsible for directly assisting Sales Representatives, Sales Assistants and Customers/policy holders with new and/or renewal accounts.
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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 policy changes, processing policy changes, keeping detailed records of customer transactions, certificate requests, claim filing and answering questions regarding policies and explaining coverage.
Quote, maintain and renew house accounts.
Respond to inquiries verbally and through email or written correspondence.
Ensure that the services provided are within established company guidelines in regard to quality of service and productivity.
Assist sales representatives with submissions and binding of coverage to include proposals, marketing, and documentation/data entry AMS/EPIC.
Communicate with customers relative to completion of underwriting requirements and financing of premiums. Explain policy provisions and policy holder responsibilities and duties. Determine risks and make recommendations regarding risk management. Communicate with customers and insurance company regarding ongoing service, policy changes, claims and customer satisfaction.
Follow up on outstanding items from carrier or client.
Collection of down payments required to bind additional coverage or changes to existing policy/coverage. Process customer receipts; prepare invoices and record payments as required for accurate accounting. Responsible for collection of past due balances.
Maintain monthly reporting on policies/spreadsheets.
Assist Insurance Service Representative with all duties of assigned Sales Representative.
Maintain accurate records as required by the agency and the insurance companies in a manner that makes such records accessible to anyone in the agency upon need and in accordance with standard business practice and any local, state and federal applicable statutes.
Be a source for providing customer education as needed.

Benefits:
~ 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.
Position requires Texas General Lines P & C license. Must be able to obtain license within 60 days of employment.
General Lines P & C license and/or other specific license required by the State Board of Insurance. Licenses must be kept current and compliant per State requirements.

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.