Full-Time

HR Manager

Posted on 9/3/2025

SWBC

SWBC

11-50 employees

Diversified financial services: insurance, mortgage, investments

No salary listed

San Antonio, TX, USA

In Person

Category
People & HR (1)
Requirements
  • Bachelor’s degree plus a minimum of 3 years’ experience in the field of Human resource management, with heavy emphasis on employee relations, performance management and staffing.
  • Knowledge of federal and state employment-related laws and regulations.
  • Demonstrate superior interpersonal skills needed for working with all levels of management.
  • Ability to manage multiple priorities, produce excellent work results and follow through on commitments.
  • Strong organizational and analytical skills along with good business judgment.
  • Excellent verbal and written communication skills.
  • Ability to make recommendations to effectively resolve problems or issues, by using judgment that is consistent with standards, practices, policies, procedures, regulation or government law.
  • Ability to maintain confidentiality and utilize discretion in sensitive matters.
  • Proficient in MS Office (Word, Excel, Power Point).
Responsibilities
  • Serve as first point of contact for employees in addressing HR issues and communicating HR policies, procedures, laws, standards and government regulations.
  • Receive and respond to inquiries regarding employee policies and employee relations issues; provide appropriate coaching and counseling.
  • Provide problem resolution and conflict management guidance for employees, including policy and procedure review, interpretation, and revision.
  • Investigate employee relations issues, policy violations and other performance issues, and facilitate appropriate disciplinary action.
  • Play an active role in management development and performance management initiatives.
  • Recommend special compensation/incentive programs for employees to support departments objectives.
  • Assist with development, implementation and administration of the departments morale initiatives including Service Award Programs, Employee Retention, Recognition Programs, and Community Relations Programs.
  • Assist with onboarding by coordinating new hire processing and ensuring completion of employment paperwork.
  • Participate in development and review of employee performance appraisals, checking for completeness, consistency and compliance with Company salary guidelines.
  • Assist in monitoring, administering, evaluating and modifying personnel policies for continuous improvement.
  • Conduct exit interviews; review responses to make recommendations to management for improvement and greater retention of employees.
  • Provide expertise to management regarding local, state and federal employment laws.
  • Partner with hiring managers to identify staffing needs and develop effective recruitment strategies.
  • Collaborate with internal and external resources to attract top talent and promote employer branding.
  • Build and maintain a close working relationship with management and supervisors to identify personnel needs, job specifications, job duties, qualifications, and skills.
  • Review resumes/applications and interview applicants to obtain work history, education, training, job skills, and salary requirements, and provide information about the organization and position.
  • Prepare and distribute offer letters, where appropriate.

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

Simplify Jobs

Simplify's Take

What believers are saying

  • Transamerica partnership launched June 2025 simplifies SMB retirement plans nationwide.
  • Kevin Graham joined September 2023 to expand private market investment offerings.
  • Angelica Palm as CMO drives brand strategy across 50 states and Mexico.

What critics are saying

  • Transamerica commoditizes retirement services, eroding SWBC margins within 12 months.
  • Texas property tax declines cut municipal bond deal flow in 12-24 months.
  • ERISA fiduciary breaches in SECURE 2.0 plans trigger DOL fines within 12 months.

What makes SWBC unique

  • SWBC integrates insurance, mortgages, and wealth management as one-stop financial shop.
  • Municipal bond underwriting exceeds $1B since 2018, focusing Texas public entities.
  • Reinsurance division led by Jim Pangburn maximizes financial institution partnerships.

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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."

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