SWBC

Diversified financial services: insurance, mortgage, investments

Personal Lines Account Executive

UnderwritingConfirmed live in the last 24 hours

Full-timeSan Antonio, TX, USANo salary listed

About the Job

Requirements

A high school diploma or equivalency is required.
A General Insurance license and professional designations such as Certified Insurance Service Representative or Certified Insurance Counselor are required.
A minimum of two years of VIP client personal lines insurance experience is required.
Working knowledge of insurance forms, coverage, and rating is required.
Strong working knowledge of personal computers and related applications is required.
Excellent analytical and problem-resolution skills are required.
Strong verbal, organizational, and interpersonal skills are required.
The ability to type at least 45 words per minute accurately, operate a calculator, and use Microsoft Word and Excel is required.
The ability to work under stressful conditions while maintaining professionalism and enthusiasm is required.
The ability to sit for long periods while updating and validating insurance policies is required.
The ability to lift or push 10–20 pounds of files, insurance manuals, or boxes is required.
The ability to travel locally and nationally may be required.
Pre-employment drug testing is required.
The workplace is substance-free, and tobacco users are not hired where permitted by law.

Responsibilities

Meet with high-net-worth clients, review their personal insurance accounts, and provide prompt, accurate, and courteous service.
Maintain client accounts through ongoing review and communication.
Work with producers to expand VIP client business.
Evaluate, classify, and quote policies by working with various insurance carriers and brokers.
Provide information, rates, and quotes for new and renewal VIP personal lines policies by evaluating, processing, and placing coverage based on risk and carrier or broker underwriting guidelines.
Review renewal requests and endorsements for accuracy and adherence to underwriting guidelines when preparing policies, endorsements, binders, and certificates.
Maintain complete, accurate, and thorough customer account files by processing daily mail and telephone requests and entering and scanning required account data into the system.
Assist with and provide training to other Customer Service Representatives as requested.
Maintain up-to-date knowledge of the rating system, forms, and coverage changes.

SWBC is seeking a talented individual to be responsible to meet with the high-net-worth clients, review their personal insurance accounts, provide prompt, accurate, and courteous service. Maintain those accounts by constantly reviewing and communicating with those clients. Work with the producers to expand our VIP client business.

Why you'll love this role:

Highly motivated, experienced personal lines account manager to work with VIP clients, evaluating, classifying, and quoting policies by working with various insurance carriers and / or brokers.

Essential duties include the following:

Provides information, rates, and quotes for all new and renewal VIP Personal lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.
Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders, and certificates.
Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
Assists and provides training to other Customer Service Representatives as requested.
Maintains a level of up-to-date knowledge on the rating system, forms, and coverage changes.

Serious candidates will possess the minimum qualifications:

A High School Diploma or equivalency.
Possess a General Insurance license and professional designations (CISR, CIC).
Minimum of two (2) year of VIP clients- personal lines insurance experience.
Working knowledge of insurance forms, coverage and rating.
Strong working knowledge of PC’s and related applications.
Excellent analytical and problem resolution skills.
Strong verbal, organizational, and interpersonal skills.
Able to type a minimum of 45 wpm accurately, operate a calculator and have a working knowledge of MS Word and Excel.
Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
Able to sit for long periods of time updating and validating insurance policies.
Able to lift and/or push 10-20 lbs. of files, insurance manuals, or boxes.
May have to travel locally and nationally.

SWBC offers*:

Competitive overall compensation package
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
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

About the Company

SWBC

Diversified financial services: insurance, mortgage, investments

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: Not listed
Total funding: Not listed
Headquarters: San Antonio, TX
Founded: 1976

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