Claims Management Specialist
About the job
- A bachelor's degree in Human Resources, Risk Management and Insurance, or a related field of study from an accredited four-year college or university is preferred.
- A minimum of four years of experience in claims management or a related field is required.
- Working knowledge of workers' compensation claims processes, return-to-work programs, and claim resolution practices is required.
- Knowledge of Occupational Safety and Health Administration regulations, workplace safety practices, and accident prevention programs is preferred.
- Bilingual Spanish language ability is required.
- Strong organizational skills with the ability to manage multiple priorities, meet deadlines, and maintain attention to detail are required.
- The ability to analyze information, solve problems, and exercise sound judgment is required.
- The ability to communicate clearly and concisely in writing is required.
- Strong customer service and relationship management skills with the ability to interact effectively with clients, injured employees, carriers, and internal stakeholders are required.
- The ability to sit and stand for long periods while performing sedentary activities is required.
- Necessary certifications must be maintained.
- Pre-employment drug testing is required.
- Applicants must not be tobacco users, as allowed by law.
- Coordinate and manage workers' compensation claims from initial injury reporting through resolution and closure.
- Serve as the primary liaison between client companies, injured employees, insurance carriers, claim adjusters, medical providers, payroll, human resources, and internal stakeholders.
- Educate clients and injured employees on workers' compensation procedures, reporting requirements, return-to-work programs, available resources, and their responsibilities throughout the claims process.
- Provide customer service and guidance while ensuring all parties understand required protocols, next steps, and claim-related obligations.
- Coordinate claim documentation, wage reporting, claim-related communications, and return-to-work activities to support positive claim outcomes.
- Monitor claim progress and collaborate with carriers, adjusters, employers, and medical providers to facilitate efficient claim resolution.
- Review claim status with carriers and adjusters, participate in client claim reviews, and assist with collecting and analyzing claims history, loss trends, and risk-related information.
- Maintain accurate claim records, documentation, and reporting.
- Perform other duties as assigned.
- Knowledge of Occupational Safety and Health Administration regulations, workplace safety practices, and accident prevention programs.
- Bachelor's degree in Human Resources, Risk Management and Insurance, or a related field of study from an accredited four-year college or university.
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
Get referred to SWBC
See people who can refer or advise you
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.
Help us improve and share your feedback! Did you find this helpful?
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
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.
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.
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.
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
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."