Jobs at SWBC

Support HR Operations and Talent Acquisition with staffing and onboarding tasks, assist on assigned projects, communicate with stakeholders, manage multiple priorities, and perform office-based duties including occasional local travel.

Enter, verify, research, review, and update insurance and escrow data in company systems; make insurance payments; call agencies to clarify information; research and correct system matches; perform data processing and customer-service tasks to maintain accurate loan records.

Process and document auto-related insurance claims (including CPI and GAP), set up claims in the claims system, assign adjusters/vendors, handle correspondence and phone inquiries, upload imaging, reconcile reserves and produce weekly reports, maintain trackers, and perform related administrative tasks to support claims operations.

Lead client product onboarding and implementations, manage projects and stakeholder communication, analyze processes for improvements, train clients, identify risks and mitigation plans, maintain partner relationships, and report on project KPIs to drive continuous improvement.

Support FP&A by gathering, modeling, and presenting financial data for budgeting, planning, and ad hoc analysis. Create financial statement reports, aggregate budget/forecast data, track KPIs, perform market research, and recommend actions to improve business performance.

Plan and execute employee engagement activities and events, manage recognition programs, process expense reports, assist with travel and client visits, maintain break room supplies, and provide general administrative support to senior leaders to boost morale and engagement.

Conduct onsite and virtual safety assessments, analyze injury trends, investigate accidents, deliver training, develop safety action plans and resources, and work with clients and claims teams to reduce workplace hazards and workers' compensation losses.

Provide high-level executive administrative support to EVP and SVP leadership, managing complex calendars, travel, meetings, client onsite visits, communications screening, reports and presentations, cross-functional coordination, process improvements, and special projects while maintaining strict confidentiality.

Manage customer relationships for a SaaS solution, drive adoption and retention, monitor customer health, deliver data-driven business reviews, identify expansion opportunities, support onboarding, create scalable processes, and mentor junior team members to ensure long-term customer success.

Design, build, and deploy agentic AI and LLM-based solutions and APIs using frameworks like LangChain and AWS Bedrock. Implement RAG, vector DBs, prompt engineering, and production model deployments while ensuring security, Responsible AI, governance, and regulatory compliance. Partner with stakeholders, maintain data pipelines, document architectures, and continuously evaluate emerging AI technologies.

Manage and maintain SWBC's web presence and digital assets, administer marketing automation and CRM interactions, execute paid advertising and SEO, support email marketing and campaign reporting, collaborate with analytics and social teams to drive traffic and identify Marketing Qualified Leads, and perform daily digital maintenance tasks.

Create print, digital, video, and animation assets following brand guidelines. Develop eblasts and landing pages using HTML/CSS. Collaborate with marketing, vendors, and project managers to produce brochures, ads, social campaigns, multimedia presentations, and support production and training.

Support financial advisors by scheduling and confirming appointments, providing phone-based customer service and trade assistance, maintaining account documents, organizing marketing and client events, producing reports, and traveling locally to branches as needed.

Investigate transaction and merchant monitoring alerts to identify fraud, money laundering, sanctions, and other payment-related risks. Conduct due diligence using internal systems and public sources, document audit-ready case findings, escalate and recommend remediation, support SAR narratives, and partner with internal teams to manage portfolio and client-level risk.

Analyze financial performance and variances, prepare budget vs. actual reporting, lead budgeting and strategic planning, model forecasting, track capitalized labor for software depreciation, recommend operational improvements, and support senior management with ad hoc financial analysis.

Serve as primary PEO payroll representative for assigned clients, processing multi-state payrolls on various schedules. Maintain and reconcile payroll records, enter payroll data, compute wages/deductions, process garnishments, and manage W-4/I-9/E-Verify. Interact with clients to resolve payroll issues and ensure accuracy and compliance with labor laws.

Sell PEO services by generating leads, qualifying prospects, negotiating pricing and contracts, managing executive-level client relationships for retention and profitability, supporting product/marketing, representing the company at industry events, and traveling locally or nationally.

Senior leader responsible for defining and executing sales, partnerships, and market development strategy for SWIVEL. Leads cross-functional teams, conducts market and competitive analysis, drives transformational initiatives, mentors staff, and partners with product, engineering, and sales to remove roadblocks and improve processes and integrations.

Perform month-end close and journal entries, reconcile balance sheet accounts, prepare financial and management reports, manage vendor and 1099 processes, support audits, collaborate with Corporate Finance and AP, and lead accounting process improvements.

Manage new commercial lines accounts from submission to bind by reviewing submissions, marketing to carriers, obtaining quotes, preparing proposals, binding coverage, issuing policies, and coordinating documentation while partnering with producers, underwriters, and internal teams to ensure accuracy, compliance, and timely service.