SWBC is seeking a talented individual to be responsible to meet with the high-net-worth clients, review their personal insurance accounts, provide prompt, accurate, and courteous service. Maintain those accounts by constantly reviewing and communicating with those clients. Work with the producers to expand our VIP client business.
Why you'll love this role:
Highly motivated, experienced personal lines account manager to work with VIP clients, evaluating, classifying, and quoting policies by working with various insurance carriers and / or brokers.
Essential duties include the following:
- Provides information, rates, and quotes for all new and renewal VIP Personal 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.
- Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders, and certificates.
- Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
- Assists and provides training to other Customer Service Representatives as requested.
- Maintains a level of up-to-date knowledge on the rating system, forms, and coverage changes.
Serious candidates will possess the minimum qualifications:
- A High School Diploma or equivalency.
- Possess a General Insurance license and professional designations (CISR, CIC).
- Minimum of two (2) year of VIP clients- personal lines insurance experience.
- Working knowledge of insurance forms, coverage and rating.
- Strong working knowledge of PC’s and related applications.
- Excellent analytical and problem resolution skills.
- Strong verbal, organizational, and interpersonal skills.
- Able to type a minimum of 45 wpm accurately, operate a calculator and have a working knowledge of MS Word and Excel.
- Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
- Able to sit for long periods of time updating and validating insurance policies.
- Able to lift and/or push 10-20 lbs. of files, insurance manuals, or boxes.
- May have to travel locally and nationally.
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.
Skills Required
- High School Diploma or equivalency
- General Insurance license and professional designations (CISR, CIC)
- Minimum of two (2) years VIP personal lines insurance experience
- Working knowledge of insurance forms, coverage and rating
- Strong working knowledge of PCs and related applications
- Excellent analytical and problem resolution skills
- Strong verbal, organizational, and interpersonal skills
- Able to type a minimum of 45 wpm, operate a calculator, and have working knowledge of MS Word and Excel
- Able to work under stressful conditions while maintaining professionalism
- Able to sit for long periods updating and validating insurance policies
- Able to lift and/or push 10-20 lbs of files, manuals, or boxes
- May have to travel locally and nationally
- Pass pre-employment drug test (substance-free workplace)
- Non-tobacco user (SWBC does not hire tobacco users as allowed by law)
What We Do
Since 1976, SWBC has been providing a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. Company Overview Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.
