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SWBC

Diversified financial services: insurance, mortgage, investments

Vice President Client Support

Full-Time
No salary listed
Expert
Bachelor's
San Antonio, TX, USA
In Person
Customer Experience & SupportCustomer Support

About the job

Requirements
  • A bachelor's degree in business, technology, operations, or a related field, or equivalent relevant experience.
  • At least 10 years of progressive experience in client support, customer operations, technical support, or a related service function, including significant leadership responsibility.
  • At least 5 years leading leaders and multi-team support operations in a complex, technology-enabled, or regulated environment.
  • Demonstrated success designing and scaling an end-to-end support operating model with tiered support, clear escalation paths, measurable service standards, and effective cross-functional ownership.
  • Strong command of support performance management, including service levels, responsiveness, resolution, quality, client satisfaction, capacity, backlog, and productivity measures.
  • Proven ability to translate data, client feedback, and root-cause analysis into sustained improvements in service delivery, product quality, and client experience.
  • Experience leading executive escalations, major incidents, and sensitive client situations with sound judgment, clear communication, and disciplined follow-through.
  • Demonstrated ability to recruit, coach, develop, and retain high-performing leaders and teams while building accountability and a strong service culture.
  • Executive communication, stakeholder management, and collaboration skills, with the ability to influence priorities across Product, Engineering, Customer Success, and Operations.
  • Experience managing budgets, workforce plans, support technology, knowledge management, automation, and third-party service providers.
  • Must complete pre-employment drug testing.
  • Must not use tobacco, as allowed by law.
Responsibilities
  • Set the vision, strategy, and operating model for the Client Support function, aligning priorities with company goals and client needs.
  • Lead, develop, and hold accountable the leaders responsible for client support teams, building a high-performing organization with clear roles, decision rights, and career paths.
  • Own the end-to-end support experience across all tiers, including self-service, frontline support, advanced technical support, and escalations requiring Product or Engineering partnership.
  • Establish service standards, operating procedures, escalation paths, and governance practices that drive timely, consistent, and effective resolution of client issues.
  • Define and monitor key performance indicators, service-level commitments, capacity measures, quality standards, and client feedback to assess performance and guide improvement.
  • Develop workforce and capacity plans that align staffing, schedules, skills, and leadership coverage with demand, product complexity, and growth expectations.
  • Build a culture of ownership, empathy, urgency, learning, and continuous improvement, and ensure teams have the training, tools, knowledge, and coaching needed to succeed.
  • Partner with Product and Engineering to improve product supportability, prioritize defects and recurring issues, strengthen incident response, and reduce avoidable client contacts.
  • Collaborate with Implementations, Customer Success, Account Management, Sales, and other teams to provide seamless handoffs, clear ownership, and a coordinated client experience throughout the client lifecycle.
  • Oversee executive-level client escalations and critical incidents, ensuring clear communication, sound decision-making, timely resolution, and effective follow-through.
  • Advance self-service, knowledge management, automation, and support technology strategies that improve accessibility, efficiency, quality, and scalability.
  • Own the Client Support budget and vendor strategy, evaluate investments, and ensure resources are deployed responsibly to meet service and business objectives.
  • Ensure support operations comply with applicable contractual commitments, security and privacy requirements, internal controls, and company policies.
  • Provide the executive team with clear reporting on support performance, risks, capacity, client impact, and improvement initiatives, escalating material concerns promptly.
Desired Qualifications
  • An advanced degree.
  • Experience in financial technology, payments, or another regulated industry.

About the company

SWBC (Southwest Business Corporation) is a diversified financial services provider offering a broad mix of products for individuals, businesses, and financial institutions. For individuals, it delivers personal insurance, mortgage services, and wealth management. For businesses, it provides business insurance and employee benefits consulting. It also partners with financial institutions to support mortgage management and consumer lending. The company operates as a one-stop shop for financial needs, earning revenue from service fees, commissions on insurance products, and investment-related returns. Unlike firms focused on a single niche, SWBC combines insurance, mortgage, and investment services with consulting, risk management, and lending support to create a comprehensive suite of financial solutions.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

San Antonio, Texas

Founded

1976

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Simplify's Take

What believers are saying

  • August 2026 iink cut claim check time-to-funds to roughly two days.
  • January 2026 Certilytics adds AI-driven benefits planning, strengthening employer retention selling points.
  • June 2025 Transamerica exchange expands retirement plan distribution for small businesses.

What critics are saying

  • June 2026 foreclosure cases against SWBC Mortgage signal persistent credit and servicing friction.
  • Fintech partners can disintermediate SWBC’s mortgage insurance and escrow economics by 2027.
  • If mortgage servicing margins compress, SWBC’s bundled cross-sell story loses its core engine.

What makes SWBC unique

  • SWBC spans insurance, mortgages, wealth, and benefits, unlike single-line regional competitors.
  • July 2026 Covered and August 2026 iink partnerships deepen mortgage servicing workflow integration.
  • SWBC operates across all 50 states and Mexico, extending distribution beyond Texas.

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Benefits

  • Health Insurance
  • 401(k) Retirement Plan
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Wellness Program

Company News

Business Wire
Mar 16th, 2026
SWBC's Joan Cleveland appointed to Texas Life and Health Insurance Guaranty Association board

Joan Cleveland, President and CEO of SWBC Life Insurance Company, has been appointed to the Texas Life and Health Insurance Guaranty Association Board of Directors by the Texas Commissioner of Insurance. Her term runs until 30 September 2031. Cleveland brings over 30 years of leadership in the life and health insurance industry. At SWBC, she oversees strategic market development, product innovation and distribution strategies for the company's life insurance operations. She serves on the boards of the Life Insurers Council and Consumer Credit Industry Association, and has previously been recognised as one of the Top 100 Women in Finance. TLHIGA protects Texans by ensuring they receive insurance policy benefits if a licensed insurer becomes insolvent.

Business Wire
Mar 5th, 2026
SWBC appoints Angelica Palm as chief marketing officer

SWBC, a diversified financial services company based in San Antonio, has appointed Angelica Palm as its new Chief Marketing Officer. Palm brings over 20 years of senior-level experience in marketing, communications and brand strategy. Palm joins from Texas Partners Bank, where she spent 10 years, most recently as Senior Vice President, Marketing and Communications Director. In that role, she led enterprise-wide brand development and customer engagement initiatives across multiple markets. She holds a Bachelor of Science in Broadcast Journalism from Texas Christian University and has previously worked at Giles-Parscale, McDonald's Corporation and Moroch Advertising. As CMO, Palm will lead SWBC's marketing initiatives across the organisation's operations in all 50 US states and Mexico.

Business Wire
Feb 12th, 2026
SWBC's Kenneth Johnson named vice president of AEM San Antonio for 2026

Kenneth Johnson, Director of International Markets & Business Development at SWBC Insurance Services, has been appointed Vice President of Asociación de Empresarios Mexicanos (AEM) San Antonio for 2026. The organisation has supported Mexican and Latino entrepreneurs for nearly six decades. In his new role, Johnson will focus on expanding entrepreneurship programmes, enhancing cross-border business resources, and relaunching the AEM Young Entrepreneurs Committee in partnership with local universities. He will also collaborate with the Mexican consulate in San Antonio to support women entrepreneurs. A graduate of Leadership San Antonio Class 49, Johnson previously co-founded a local soccer club in 2017. He holds a Bachelor of Arts in Finance from The University of Texas at San Antonio.

PR Newswire
Jun 5th, 2025
Transamerica, Swbc Launch Pooled Plan Exchange To Simplify Access For Growing Businesses Across The Country

BALTIMORE, June 5, 2025 /PRNewswire/ -- Transamerica today launched the SWBC Retirement Plan Exchange, which was established with SWBC to help grow and offer competitive retirement benefits with less cost and hassle.The solution features two options:Retirement Plan Exchange ® Solution (Exchange) – employers choose from a cost-efficient menu of features, while TAG, a national third-party administrator and a wholly owned subsidiary of Transamerica, files Form 5500 and handles day-to-day administration.– employers choose from a cost-efficient menu of features, while TAG, a national third-party administrator and a wholly owned subsidiary of Transamerica, files Form 5500 and handles day-to-day administration. Choice Pooled Employer PlanSM (PEP) – employers may elect to join a single pooled plan maintained by Transamerica Fiduciary Services as the pooled plan provider, providing one combined 5500 and streamlined fiduciary oversight.SWBC Wealth Management will serve as financial advisors, while SWBC Retirement Plan Services will offer ERISA 3(38) investment fiduciary services. TAG will provide ERISA 3(16) administrative fiduciary services to plan sponsors and participating employers in the PEP. This collaboration takes advantage of the SECURE 2.0 Act, which makes it easier and more appealing for businesses to adopt pooled plans."Collaborating with Transamerica lets us deliver measurable value to clients," said Kyle Hittle, MBA, Wealth Advisor, SWBC Wealth Management. "Together, we can simplify plan administration and enhance employees' financial well-being across the country."SWBC Wealth Management advisors support plan sponsors by simplifying the management of retirement plans, reducing administrative burdens, and ensuring a smooth experience at a competitive price. They focus on increasing participation through coordinated enrollment meetings, providing investment education and guidance, conducting regular plan reviews, and suggesting enhancements to meet the needs of all participants."Transamerica is proud to be an industry leader in retirement solutions and support hundreds of thousands of small business employees in achieving financial freedom

PR Newswire
Jul 25th, 2024
Swivel Announces Unique Apple Pay® Integration Capability To Improve Loan Payment Performance For Community Financial Institutions

SAN ANTONIO, July 25, 2024 /PRNewswire/ -- SWIVEL, a transaction enablement fintech that removes friction in the movement of money for financial institutions and other payment communities, announced today its integration with Apple Pay® that enables its credit union and community bank clients to accept loan payments from members and customers through the mobile wallet. The whole idea of digital wallet technology is to provide a frictionless, easier payment experience for consumers.Jason O'Brien, CEO of SWIVEL. Within financial services, there exists a requirement in which institutions will not accept certain forms of payment (such as a credit card) against a consumer loan or auto loan. SWIVEL's integration with Apple Pay is unique in that it features a proactive capability that automatically filters cards loaded within a consumer's Apple Pay wallet and presents only the cards that can be used as acceptable payment options for an individual loan. This is strategically beneficial for credit unions and banks as it improves the customer experience by streamlining the loan payment process while improving the performance of payment reminders sent to customers through the mobile channel."The whole idea of digital wallet technology is to provide a frictionless, easier payment experience for consumers, but too often the opposite is the case when non-accepted payment options are presented to the consumer," said Jason O'Brien, CEO of SWIVEL. "With our innovative Apple Pay integration, we are solving that problem for the financial institutions we serve, supporting better digital banking experiences for their customers and driving better loan payment performance through the channel."