Full-Time

Loss Control Specialist

SWBC

SWBC

11-50 employees

Diversified financial services: insurance, mortgage, investments

No salary listed

Bulverde, TX, USA

In Person

Bachelor's

Category
Insurance
Required Skills
CPR
First Aid
Word/Pages/Docs
Risk Management
OSHA
Excel/Numbers/Sheets
Microsoft Outlook

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Requirements
  • A Bachelor's Degree from a four-year college or university.
  • At least five years of related experience in safety, accident prevention, and investigation.
  • Authorization as an Occupational Safety and Health Administration trainer for construction and/or general industry.
  • Completion of Occupational Safety and Health Administration 510 and 511 trainer courses.
  • Occupational Safety and Health Administration 10-hour and 30-hour certification in construction and/or general industry.
  • Authorization as a First Aid, cardiopulmonary resuscitation, and automated external defibrillator trainer.
  • Ability to use thinking and reasoning to solve problems.
  • Ability to participate effectively in required learning activities.
  • Ability to communicate clearly and concisely in writing.
  • Ability to address customer needs while following company procedures.
  • Ability to apply logical or scientific thinking to a wide range of intellectual and practical problems.
  • Ability to formulate sound decisions using available information.
  • Ability to prioritize and plan work activities and use time efficiently.
  • Ability to identify and correct conditions affecting employee safety.
  • Ability to maintain good relations with others.
  • Ability to develop skills in others to meet a predetermined standard of work performance.
  • Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
  • Ability to sit for long periods while entering data, making phone calls, or performing other sedentary duties.
  • Ability to stand for periods during meetings and group events.
  • Ability to lift 10–20 pounds of paper, reports, or other documents.
Responsibilities
  • Assist new clients in establishing effective safety and accident prevention programs.
  • Review existing client safety programs and recommend updates to improve compliance, reduce injuries, and support best practices.
  • Conduct onsite and virtual safety assessments to identify hazards, evaluate risk exposures, and recommend corrective actions.
  • Analyze injury trends, loss runs, and incident data to identify recurring causes of loss and opportunities for improvement.
  • Develop client-specific safety action plans for accounts experiencing elevated claim frequency, severity, or loss trends.
  • Prepare reports for management and clients regarding safety performance, identified risks, corrective actions, and recommendations.
  • Correspond with clients regarding safety observations, audit findings, corrective action plans, and recommendations resulting from site visits or consultations.
  • Conduct client safety training programs, including onsite and virtual training sessions.
  • Investigate serious employee accidents and conduct root cause analyses to identify contributing factors and corrective actions.
  • Monitor implementation of safety recommendations and follow up on corrective actions to ensure sustained improvement.
  • Partner with Claims Management Specialists to identify preventable claim trends and develop loss prevention strategies.
  • Participate in client claims review meetings and provide loss control recommendations to reduce future claim activity.
  • Assist clients in developing return-to-work and transitional duty programs that support employee recovery and reduce claim costs.
  • Develop industry-specific safety resources, toolkits, and training materials for client companies, including property management operations.
  • Respond to client inquiries regarding safety, accident prevention, regulatory compliance, and risk management practices.
  • Maintain all required certifications, licenses, and continuing education requirements.
  • Perform other duties as assigned by management.
Desired Qualifications
  • American Society of Safety Engineers safety certification.
  • Texas Department of Insurance Field Safety Representative designation.

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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See people who can refer or advise you

Simplify Jobs

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."