Customer Service Representative

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.

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 :

Basic Qualifications :

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.