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Insurance Services Customer Support Specialist
2 months ago
Position Overview:
The Insurance Services Customer Support Specialist plays a crucial role in assisting Sales Representatives, Sales Assistants, and clients with both new and renewal insurance accounts.
About Rush Truck Insurance Services:
As a leading organization in the insurance sector, we provide top-tier insurance solutions tailored specifically for commercial trucking businesses operating with 5 to 150 power units. As a subsidiary of Rush Enterprises, we are part of a multibillion-dollar entity dedicated to serving the commercial vehicle industry through an extensive network of dealerships across the United States. We offer a fulfilling career in a dynamic environment, with opportunities for growth as we expand our services and locations.
Key Responsibilities:
- Manage daily operational tasks, including preparing quotes for policy modifications, processing policy updates, and maintaining detailed records of customer interactions, certificate requests, claims submissions, and inquiries regarding policy coverage.
- Quote, manage, and renew existing accounts.
- Respond to customer inquiries through verbal communication and written correspondence.
- Ensure that all services rendered align with established company standards for quality and productivity.
- Support sales representatives with submissions and binding coverage, including proposals, marketing materials, and data entry into AMS/EPIC systems.
- Communicate with clients regarding the completion of underwriting requirements and premium financing, explaining policy provisions and responsibilities.
- Follow up on outstanding items from carriers or clients.
- Collect down payments necessary for binding additional coverage or modifying existing policies. Process customer receipts, prepare invoices, and maintain accurate accounting records, including the collection of overdue balances.
- Maintain monthly reports on policies and spreadsheets.
- Assist the Insurance Service Representative with the duties assigned to the Sales Representative.
- Keep accurate records as required by the agency and insurance companies, ensuring accessibility for all agency personnel as needed, in compliance with standard business practices and applicable regulations.
- Provide customer education as necessary.
Benefits:
We offer competitive compensation and benefits, including a 401K plan, stock purchase options, performance incentives, training opportunities, and pathways for career advancement, all within a culture that values excellence, positivity, and integrity.
Basic Qualifications:
- High School Diploma or General Education Degree.
- A minimum of 1.5 to 2 years of relevant experience in a similar role. Equivalent combinations of education and training may be considered.
- Possession of a Texas General Lines P & C license is required, with the ability to obtain it within 60 days of employment.
- General Lines P & C license and/or other specific licenses mandated by the State Board of Insurance must be maintained in compliance with state regulations.
Equal Opportunity Employer: We are committed to providing equal employment opportunities to all individuals, including minorities, women, protected veterans, and individuals with disabilities.
This job description is not intended to encompass all duties that may be assigned to the employee. The employee may be required to follow additional instructions and perform other duties as requested by their supervisor.
