SWBC

Compensation

Full Description

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.