SWBC

Manage documentation, process claims, and ensure accurate reporting to support dealer and agent operations. | High school diploma or equivalent, experience in administrative or support roles, proficiency in MS Office, strong organizational and communication skills. | SWBC is seeking a talented individual that will play a key role in supporting dealer and agent operations by managing documentation, processing claims, and ensuring accurate reporting. This position is essential for maintaining smooth workflows between internal teams and external partners, contributing to overall efficiency and customer satisfaction. Why you'll love this role: You’ll thrive in this role if you enjoy working in a dynamic environment where attention to detail and problem-solving make a real impact. This position offers the opportunity to collaborate with multiple teams, build strong relationships with dealers and agents, and develop expertise in administrative and claims processes. Plus, you’ll be part of a supportive team that values growth and continuous learning. Essential duties include the following: Manage new dealer and agent setups, ensuring all required documentation is complete and properly recorded. Reach out to dealers and agents regarding pending contracts, missing documents, or incomplete information. Follow up with dealers and agents on claims and pending contracts to ensure timely processing. Maintain accurate and organized records of all dealer and agent information in company systems. Manage new administrator setups, ensuring a seamless launch with proper documentation and training. Manage and become proficient in claims processes across multiple products. Conduct claims outreach to dealers, customers, members or agents as needed for missing information or updates. Ensure proper flow and submission of documentation for PowerBuy and ADR claims, verifying completeness and accuracy. Coordinate with internal teams and accounting to resolve discrepancies or escalate issues promptly. Provide responsive and professional communication to partners and customers throughout the claims process. Process daily dealer deposits and reconcile transactions for accuracy. Follow up on outstanding contract remittances. Assist with preparation and distribution of monthly commission statements to dealers and partners. Support reporting functions and ensure all data aligns with accounting requirements. Collaborate with internal data team to ensure timely receipt and accuracy of all TPA data files. Work with Administrator’s to identify and resolve data discrepancies promptly. Oversee the transmission of reporting to carriers and accounting teams, ensuring deadlines and compliance requirements are met. Assist with other administrative and operational duties as assigned. Serious candidates will possess the minimum qualifications: High school diploma or equivalent required; associate’s degree in business, accounting, or related field preferred. 1+ year of administrative, customer service, or accounting support experience preferred (training provided). Experienced in Microsoft Excel, Outlook, and general office software. Strong organizational skills and high attention to detail. Excellent written and verbal communication skills for dealer, agent, and internal collaboration. Ability to multitask, prioritize, and work independently with minimal supervision. Team-oriented mindset with a willingness to learn and grow within the company. 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. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.

Supervise payroll team members, process payroll for client companies, resolve payroll issues, ensure compliance with payroll laws and government contract requirements, and assist with payroll-related projects and HR functions. | Minimum 6+ years payroll processing experience, CPP certification preferred, strong knowledge of payroll systems and laws, proficiency in MS Excel and payroll software, excellent communication and interpersonal skills, and ability to handle multiple payroll schedules. | SWBC is seeking a talented individual to perform as a supervisor on the payroll team while maintaining high confidentiality and effective communication of all employee-related payroll information. Prominent team member in the PEO payroll division specializing in the PEO payroll processes and procedures as well as providing payroll support for the team. Assists Payroll Manager with human resource functions, possible changes to current procedures, and performs payroll projects for the betterment of the team. Individual also processes payroll for high profile clients. Essential duties include the following: Processes Payroll for Client Companies and supervises selected members of the payroll team. Works with Clients to resolve payroll issues. Interacts with Client companies and employees regarding payroll questions and problem resolution. Enters and ensures New Hires are processed correctly in Timekeeping systems. Audit the payment of high compensation as well as bonus payments and the Child Support arrearage lump sum payment process. Initiates direct deposits when necessary. Verifies accuracy of information, checking for possible FLSA violations. Enters and ensures New Hires are processed correctly in the Payroll Systems. Process employee payment types. W-4 and I-9 maintenance. Processes general deductions. Maintains client contact information and list of standard clients requested reports. Assist Payroll Specialist with labor issues, tax withholding, deductions, documentation etc. Process data changes. Maintains knowledge of government contract requirements (example Davis Bacon Act and McNamara-O’Hara Service Contract Act) including certified payroll reporting, wage decisions, fringe benefits, and job classifications and assist clients with compliance. Assist clients with set up of Wrap Up Programs including ROCIP, OCIP and CCIP reporting requirements. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: High School Diploma or GED required. Minimum of 6+ years of experience as it pertains to payroll processing, garnishments & general deductions, and W-2 & I-9 maintenance. CPP certification preferred. Bilingual preferred. Strong working knowledge of processing job costed and certified payrolls. Strong working knowledge of personal computers and payroll database systems. Working knowledge of handling routine payroll tasks and effectively communicating the results. Knowledge of time clock systems. Knowledge of state laws concerning payroll, overtime, and the like. Able to process multiple payrolls for numerous Clients with various payroll schedules Proficient skills in MS Excel, Prism HR, Word, and PowerPoint. Excellent written and verbal communication skills. Excellent interpersonal skills. Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality. Compensation: At SWBC, our pay structure is based upon the market data for each role and we have established compensation ranges to ensure that we remain competitive. Any offer of employment is based upon individual experience, market data, and geographic location for each role. This role may be eligible for additional incentive compensation in the form of either commission or performance bonus. The base salary range for this position is: $89,252.80 - $133,879.20 SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Emerging Professionals 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. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.

Manage client relationships and collaborate with producers to provide tailored commercial insurance solutions, ensuring accurate policy processing and client retention. | Requires active Texas Property & Casualty license, 4-8 years commercial lines insurance experience, strong insurance knowledge, and proficiency with account management systems. | SWBC is seeking a seasoned professional to collaborate with Commercial Lines Producers in managing a well-established book of business with a strong emphasis on client retention. In this role, you’ll provide prompt, accurate, and courteous service to clients, producers, and internal teams while continuously advancing your expertise and insurance knowledge to the highest level. Why you'll love this role: As a Commercial Lines Account Executive, you’ll be at the heart of building lasting client relationships and delivering exceptional service. This role gives you the opportunity to work closely with Producers in helping businesses navigate risk by providing tailored insurance solutions aimed at protecting what matters most. You’ll thrive in a fast-paced environment where every day brings new challenges and opportunities to make an impact. If you enjoy problem-solving, collaborating with a dynamic team, and taking ownership of client success, this position offers the perfect blend of autonomy and support. Plus, you’ll have access to industry-leading resources and technology, continuous professional development, and meaningful networking opportunities. Essential duties/tasks include the following: Collects underwriting information from clients for both renewals and new business to ensure accurate and comprehensive coverage is placed, working collaboratively with the Commercial Lines Producer as well as independently. Provides information, rates, and quotes for all remarketed or new Commercial 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. Delivers insurance proposals and coverage summaries to clients, ensuring timely premium collection and binding of coverage in accordance with company underwriting guidelines Manages workflows to ensure efficient, timely, and accurate processing of requested transactions and other responsibilities. Performs thorough policy reviews and endorsement checks to ensure accuracy, reducing the agency’s errors and omissions exposure. Delivers policies and supporting documents to insureds, as required. Maintains complete, accurate, and well-documented client files in compliance with departmental policies and procedures. Communicates effectively with Commercial Lines Producers, providing timely updates on claims, audits, or coverage issues that may impact clients. Represents the agency professionally in all interactions with clients and carrier partners. Serious candidates will possess the minimum qualifications: Active General Lines or Property & Casualty license in the state of Texas. A Surplus Lines license is a plus. Bachelor’s Degree in Business, Risk Management, or related field of study from an accredited four-year college or university preferred, or equivalent experience required. Professional designations (CIC, CRM or CPCU) strongly preferred. Minimum of four to five (4 - 5) 8 years of Commercial Lines insurance required. AMS360 and WorkSmart experience preferred, but knowledge of similar Account Management System is acceptable. Strong working knowledge of insurance forms, coverage and rating. Advanced working knowledge of MS Word, Excel, and Outlook. Able to type a minimum of 45 wpm accurately and operate a calculator. Excellent analytical and problem resolution skills. Strong communication (both written and oral), organizational, and presentation skills. Self-motivated with the ability to prioritize and manage work independently with minimal direction and supervision. Able to work under stressful conditions, while maintaining professionalism and enthusiasm. Able to lift 10 – 20 lbs. of insurance manuals, reports, or other documentation. Able to stoop, kneel, and sit for long periods of time. Able to travel to current and prospective customers and to attend classes and seminars for continuing education. 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. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.

The Payroll Specialist I is responsible for all aspects of payroll for assigned employees, ensuring timely and accurate processing of multi-state payroll schedules. This role involves maintaining payroll-related accounts, interacting with clients regarding payroll questions, and processing necessary records to support payroll transactions. | Candidates must have a high school diploma or equivalent and at least three years of experience in payroll processing. Preferred qualifications include Fundamental Payroll Certification (FPC) or Certified Payroll Professional (CPP), along with proficiency in MS Office applications. | SWBC is seeking a talented individual to serve as the primary SWBC PEO representative and primary contact with assigned clients and shared employees to fulfill customer service needs. This role is responsible for all aspects of the payroll for the assigned employees facilitating timely and accurate processing of multi-state, weekly, bi-weekly, semi-monthly, and monthly payroll schedules. Why you'll love this role: In this role, you will be joining a thriving team environment that is enthusiastic about providing personalized HR support to a growing list of valued clients. The Payroll Specialist I position will give you the opportunity to further develop your career and expand on your payroll knowledge, while you serve as a key role in strengthening the long-term relationships between SWBC PEO and clients. Essential duties include the following: Maintains payroll-related accounts and processes multi-state payroll. Responsible for reconciliation and accuracy of payroll system. Prepares forms, enters data into payroll system, computes wages and deductions, and posts to payroll records. Interacts with clients regarding payroll questions and problem resolution. Maintains and processes appropriate records to support all payroll transactions including salary changes, deduction changes, terminations, and name and address changes. Works with clients to resolve payroll issues and/or discrepancies. Processes garnishments. Collects and ensures new hire paperwork and appropriate documents are processed accurately in the payroll and timekeeping systems. Maintains W-4 and I-9 documents for all client new hires and processes E-Verify. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: High school diploma or equivalent required. Advanced degree a plus. Minimum of three (3) years of experience in payroll processing, garnishments & general deductions, and W-2 & I-9 maintenance. Fundamental Payroll Certification (FPC) preferred. Certified Payroll Professional (CPP) preferred. Bilingual preferred. Working knowledge of processing job costed and certified payrolls. Knowledge of time clock systems. Knowledge of the Department of Labor and Fair Labor Standards Act in regards to payroll and overtime. Working knowledge of personal computers and payroll database systems. Working knowledge of handling routine payroll tasks and effectively communicating the results. Proficient skills in MS Excel, Word, and PowerPoint. Excellent verbal and written communication skills. Strong interpersonal and organization skills. Strong listening skills with the ability to focus on detail, demonstrate accuracy, and maintain a high level of confidentiality. Able to be internally inspired to perform a task to the best of one’s ability using his or her own drive or initiative. Able to show consideration for and maintain good relations with others. Able to process multiple payrolls for numerous clients with various payroll schedules. Able to utilize the available time to organize and complete work within given deadlines. Able to multi-task and adapt to change. Able to sit for long periods of time performing sedentary activities. Compensation: At SWBC, our pay structure is based upon the market data for each role and we have established compensation ranges to ensure that we remain competitive. Any offer of employment is based upon individual experience, market data, and geographic location for each role. This role may be eligible for additional incentive compensation in the form of either commission or performance bonus. The base salary range for this position is: $55,931.20 - $81,099.20 SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Emerging Professionals 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. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.

Oversee and manage the entire leave of absence process while ensuring compliance with federal regulations. Provide customer service and assistance to employees and HR partners regarding leave and accommodation cases. | A Bachelor’s degree in a related field and a minimum of two years of experience in benefits administration are preferred. Strong analytical, organizational, and communication skills are essential for this role. | SWBC is seeking a talented individual to oversee and manage the entire leave of absence process and coordinates the support for all workers’ compensation claims. Ensures accurate compliance with all federal regulations related to Family Medical Leave (FMLA), State leave laws, Americans with Disabilities Act (ADA), Military and Personal Leave. Provides exemplary customer service and assistance to employees, managers, and HR business partners relative to leave and accommodation cases/requests. Essential duties include the following: Reviews and approves/denies leave cases based on relevant medical information. Coordinates and organizes all medical information and ensures HIPAA and Employee Privacy guidelines are closely monitored and effectively executed. Point of contact for leave programs in alignment and under the general direction and guidance of HR leadership and the legal department. Administers leave requests, sends required notices, forms and letters, determines leave eligibility and creates/maintains complete and accurate leave files. Determines if employee is eligible for the leave, calculates duration of leave and monitors activity during leave to ensure employee does not exceed allowed time. Communicates and updates manager on status of leave and any updates provided relative to return to work or modified duty. Develops communications to managers and employees. Coordinates with Benefits Team for employees on leave to ensure proper benefit tracking. Coordinates leaves concurrent with disability, including but not limited to short-term disability (STD)/long-term disability (LTD) programs, and workers compensation benefits, engaging other stakeholders as appropriate including benefits and legal staff. Updates employee records in Prism and tracking hours used/taken. Coordinates with clients to ensure that pay for associates is accurate and correct. Responsible for maintaining current knowledge of federal and state leave laws and regulations; propose revisions to internal documents, policies and communications as necessary to ensure company compliance. Assists in the creation and facilitation of leave administration training programs. Performs all other duties as assigned or required. Serious candidates will possess the minimum qualifications: Bachelor’s degree in Human Resources, Business, Psychology, or related field of study from an accredited four-year college or university preferred. Minimum of two (2) years of experience working in benefits administration, data analysis, or related required. Experience and knowledge of short-term disability and FMLA claim processes is a plus. Certified Leave Management Specialist designation preferred. Demonstrated ability to gather and analyze information, determine a course of action and implement the selected course of action. Effectively interprets FMLA and ADA implications as they relate to leaves of absences/disabilities. Possess strong ethical values and ability to maintain confidential information. Strong organizational skills, ability to prioritize multiple tasks, attention to detail and strong follow-up skills Strong analytical skills, ability to solve problems and make reasonable logical decisions Strong customer service and interpersonal skills. Ability to effectively communicate in potentially stressful situations. Ability to quickly learn company policies, procedures and benefit offerings. Ability to deal with problems involving several concrete variables in standardized situations. Ability to build credibility and trust with employees, HR and management. Strong communication skills with all levels of the organization to ensure all parties understand their responsibilities during an individual’s absence. Works collaboratively within and across business units and demonstrates proves experience with conflict management and influencing skills. Demonstrates strong judgment by anticipating the consequences of actions and weighing multiple, sometimes conflicting priorities Strong proficiency with software including Microsoft office suite (Word, Excel, Outlook) and Workday or other HR system. Compensation: At SWBC, our pay structure is based upon the market data for each role and we have established compensation ranges to ensure that we remain competitive. Any offer of employment is based upon individual experience, market data, and geographic location for each role. This role may be eligible for additional incentive compensation in the form of either commission or performance bonus. The base salary range for this position is: $55,931.20 - $81,099.20 SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Emerging Professionals 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. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.