2-10 jobs - 68 jobs

SWBC is seeking a talented individual to perform inside sales, placement, and service of SWBC and client's financial products by facilitating inbound/outbound calls regarding availability and suitability of products/services. This role updates call results and records all customer contacts as well as produces new business or services existing customers/clients. Why you'll love this role: In this role, you will help borrowers with consumer lending products as well as submit loan applications. You will be able to interact with customers by assisting them with their payments and your customer service skills will directly contribute towards SWBC's Mission to provide excellent customer service. Essential duties include the following : Makes outbound calls to and takes inbound phone calls from various financial institutions' clients utilizing effective telephone sales techniques and principles while meeting call and department service levels. Makes outbound calls to and takes inbound phone calls to promote lending and related products offered by SWBC's business partners and client; and follows department scripting and uses appropriate phone etiquette, rejection rebuttals, active listening and other communication techniques to achieve project goals. Updates call results and enters any other pertinent information into both SWBC and the appropriate FI's databases by maintaining records of all customer contacts. Receives and places product support calls and contacts to ensure SWBC's services meet market place and contract expectations while leveraging SWBC's business solutions suite. Participates in department meetings or product/technique training as directed by management team. Serious candidates will possess the minimum qualifications: High School Diploma or GED. Minimum of six (6) months of inbound calling experience which includes updating call results, receiving and placing support calls, or other related experience required. Consumer lending experience preferred. Strong working knowledge of personal computers to include MS Excel, MS Access, and other related programs. Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm. Excellent interpersonal and organizational skills. Detail oriented and be able to multitask. Able to sit for long periods of time assisting with telephone calls or other related duties. Able to stoop, kneel, and lift 10-20 lbs. of files or other documents. 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to guide and facilitate teams in the delivery of technical solutions with EMC Documentum and Websphere, independently perform complex work assignments and problem resolution across systems, processes, and channels, and participate in the evaluation, development and implementation of internal or external business solutions that meet business needs. SWBC is seeking a talented individual to support the delivery of enterprise content management solutions using OpenText Documentum. This role involves system administration, technical troubleshooting, and collaboration across cross-functional teams to ensure smooth operation and enhancement of Documentum-based platforms. Why you'll love this role: In this role, you will guide and facilitate the delivery of technical solutions using Open Text Documentum across cross-functional teams. You'll independently manage complex assignments and resolve issues across systems, processes, and channels. This position also involves evaluating, developing, and implementing internal or external business solutions that align with strategic business needs utilizing your skills within a cloud-based infrastructure, WebSphere, SQL, and Windows operating system. Working knowledge of AWS, Kubernetes, J2EE, .Net and SOA is preferred. Essential duties include the following: * Assist in the administration and support of OpenText Documentum environments. * Facilitate the delivery of technical solutions across systems and teams using Documentum, Java, and Python. * Independently manage assignments and resolve issues related to system performance, configuration, and integration. * Evaluate, develop, and implement internal and external business solutions aligned with strategic goals. * Support system operations across Windows and Linux environments, including basic AWS services. * Collaborate with senior team members to deploy updates, patches, and enhancements. * Maintain documentation for configurations, procedures, and troubleshooting steps. Serious candidates will possess the minimum qualifications: * Bachelor's Degree in Computer Science, Computer Information Systems, or related field. * Foundational experience with OpenText Documentum or similar ECM platforms. * Working knowledge of Java, J2EE, Python, and service-oriented architecture (SOA). * Familiarity with SQL and relational databases. * Experience with Windows and Linux operating systems. * Ability to work independently and collaboratively in a fast-paced environment. * Strong analytical and problem-solving skills. * Exposure to AWS services such as Kubernetes. * Experience with cloud-based infrastructure and deployment practices. * Understanding of enterprise integration patterns and content lifecycle management. 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to supervise the staff and activities involved in the accurate processing of mortgage claims to include resolving complex claims, training employees, and overseeing the department in management's absence. Why you'll love this role: This role allows one to learn, develop, or use a wide-set of skills in a face-paced environment. The person will be able to act as a business owner that makes key strategic, business, personnel, and development decisions. It is ideal for someone looking to manage and lead in multi-functional and complex environment. Essential duties include the following: Supervises the staff and activities involved in all aspects of processing CPI claims to ensure the highest degree of. quality, customer satisfaction, and compliance with company policies and procedures to include maintaining work schedules; interviewing for open positions; coaching, counseling and disciplining; and resolves personnel related issues. Resolves and provides assistance with complex calls, status questions, problems or client complaints to ensure customers satisfaction to include negotiating the settlement of claims and settling loss claims. Trains new employees and keeps staff members informed of new procedures to include ensuring that the claims procedure manual is current and up-to-date. Monitors, submits, and coordinates scheduling change requests with Workforce Management to ensure attendance and adherence standards. Oversees all aspects and functions of Claim's processing in the absence of the department manager. Provides coaching and feedback as necessary in support of performance goals and objectives. Performs assignment coordination of all work queues and roles related to ensuring the timely working of the claims inventory. Serious candidates will possess the minimum requirements: Some college course work in business, marketing, related field, or equivalent experience. Possess a Texas P&C Adjuster's License. Minimum of three to four (3-4) years high-level call center, telemarketing, customer service, quality auditing, or related experience, which includes one (1) year in a team lead, instructional, or training capacity, preferably in an insurance or banking environment. Property insurance claims adjusting experience, catastrophe, and/or field experience preferred. Working knowledge of mortgage insurance coverage and procedures. Excellent negotiation, analytical, and organizational skills. Excellent communication (both written and oral), customer service, and telephone etiquette skills. Working knowledge of personal computers to include MS Word, Excel, Internet, and AS400. Self-starter, be able to work independently and exercise sound judgment. Able to sit for long periods of time while executing computer applications and responding to customer phone inquiries. May be required to lift 10-20 lbs. of training materials or other documents. May be required to stand for long periods of time while conducting training and/or observation sessions. 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to be responsible for the strategy, planning, execution, and oversight of the SWBC Contract & Supplier Management Programs that include Procurement and Third-Party Risk. The C&SM Programs provide the framework for the holistic relationship between SWBC and key third parties, ensuring a stable and efficient supply chain and relationships. Leveraging a deep understanding of procurement and third-party risk operations/business challenges and the ability to translate them into solutions you will establish relationships with internal business customers and account teams with assigned third parties. You will oversee and provide process coordination for selection of service providers, including facilitating the RFx processes in compliance with the requirements for SWBC businesses and deliver key cost management, risk management, and performance management-related efforts for each of their assigned third-party relationships. As the VP the C&SM Programs you will coordinate the Supplier Risk Management policy and tasks including ensuring that enterprise-wide needs for DD, Risk Assessment and Supplier Performance and On-going Monitoring are accomplished and all Corporate or Business policies and procedures are adhered to, as well as maintaining appropriate documentation for their assigned relationships. Additionally, as the VP Contract & Supplier Management Programs you will be responsible for the successful delivery of process transformation, change management and technology initiatives enabling the Organization's sourcing, procurement and contracting needs with clear visibility and efficient use of the financial and required data to drive breakthrough performance in cost savings and efficiencies. Why you'll love this role: SWBC is a dynamic diversified enterprise that stretches and grows individuals with supplier and vendor engagements that vary with needs and unique compliance needs of these business segments. This means you will not be focused on a single type of vendor or market. SWBC is deeply involved in the communities that we serve, and employees always rate us as a desirable workplace. Leaders are trusted and empowered to live the company values, protect the brand and are rewarded for delivering quality results. Come grow with us. Essential duties include the following: Oversees, directs, and manages the activities of the C&SM programs and teams to accomplish organization and department strategy and objectives. Promotes the coordination of C&SM processes for review and approval of project, supplier contracts and purchase requisition. Execute continuous improvement projects to support Strategic Sourcing, Contract Management, and Supplier Risk Management in line with business objectives and goals. Develop systems policies and procedures for the operation of procurement, Third-Party risk and supplier management Program activities. Implement harmonized standards across the organization to enable efficiencies, effective controls and Company-wide spend management/reporting. Serves as system administrator for the C&SM program systems and oversee the supplier & contract repository. Develops and supports users within the C&SM Programs policies and program training, procedural or system issues. Management of C&SM staff skills and competency development in (and across) sourcing, contracting, transactional purchasing, supplier management and miscellaneous internal department support activities Creating a talent management process in coordination with HR to ensure that the right resources are in place. Develops and maintains relevant analytics and metrics across relevant procurement categories. Produces regular procurement status reports, key performance indicators (KPIs), procurement risk register, and business continuity plan to sustain the technology procurement process. Architect and oversee budget management & planning for categories under management. Development of benchmarks and scorecards to be used for continuous improvement. Building a Center of Excellence (CoE) to help transform Procurement and TPRM. Management and also support broader transformation of the value chain and the enterprise. Maintains and improves individual skill set by seeking out training in response to emerging procurement trends and strategies within the field; suggests tangible improvements to corporate operations where beneficial; and strategizes on continuous improvement of review processes and workflows. Drives the selection and management of procurement systems. Improves and owns the supplier contract and supplier set-up process in partnership with IT and Finance, where appropriate, to deliver solutions, enhancements, and process automation. Reviews non-contracted purchases to identify opportunities for standardization, contracting and cost reduction. Manages contract disputes to resolve issues with the best possible outcome for the Company. Develops the building and maintenance of a Preferred Suppliers program and supplier database to influence the business and channel spend appropriately. Develops and nurtures strong collaborative relationships with key internal stakeholders on the Events teams to strategically influence the business and manage spending. Serves as a Sourcing/Contract SME to key stakeholders by identifying their critical business requirements and providing appropriate recommendations and services to meet/exceed their needs and expectations. Analyzes spend data, internal requirements, and external supply markets to develop strategic sourcing strategies and plans aligned with the business goals. Problem Solving & Strategy Advice: Provide problem-solving and innovative ideas to support internal customers. Identify value-generating opportunities (e.g., savings, efficiencies, or revenue growth). Manages, coordinates, and supports special projects as needed. Understands the Legal process and prepare sourcing documents, contracts, statements of work and related procurement documents, as well as act as guide for key stakeholders. Collaboration: Partner with internal risk groups to ensure third party relationships are compliant with all relevant policies and procedures. Design & oversee the enterprise-wide needs for due diligence, risk assessment and on-going supplier monitoring are being accomplished. Risk Management: Monitor and ensure successful delivery against third party contractual obligations. Process Management: Accountable for policy requirements for all managed third-party relationships. Plan and lead periodic reviews and assessments of supplier relationships. Performs the supplier & performance management function in collaboration with the business. Oversees reviews of critical supplier relationships on an annual basis to ensure adequate contracts and processes are in place to meet regulatory requirements and facilitate as needed with appropriate business units. Champion and execute updates to existing reporting and technology framework to reduce risk and enhance efficiency. Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Partners with Treasury for card payments and the Accounts Payable department to maintain effective closing and reporting procedures. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: Bachelor's degree in Business Management, Procurement, Contract Law, Information Technology, or related field of study from an accredited four-year college or university required. Master's degree preferred. Minimum of ten (10) years of experience with procurement life cycle management in the technology industry and detailed knowledge of technology subscription models, cloud services, and outsourcing is required. Six to eight (6-8) years of experience supporting risk and/or compliance-related activities in a financial services operating environment or other relevant industry. Negotiation experience at the highest levels within a Supplier and ideally formal negotiation training. Knowledge of leading practices in procurement, strategic sourcing and end-to-end supply management processes including competitive bidding, contract management, supplier performance management and life cycle costing processes. Knowledge of Third-Party Risk Management (TPRM) oversight and governance practices. Hold or be able to obtain the Certified Technology Procurement Specialist (CTPS) certification within 6 months and Certified Professional in Supply Management (CPSM ) within 12 months. Certified Technology Procurement Executive (CTPE) is preferred and beneficial. Experience in drafting, analyzing and redlining proposals, contract terms, agreements, statements of work, pricing sheets and related legal documents, especially as it relates to technology contracts. Demonstrated experience interpreting and working with technology-based contract terms and related documents such as public cloud services, end user license, maintenance, subscription, term of use, and other agreements. Strong decision-making and problem-solving skills, excellent oral and written communication skills combined with the ability to maintain effective relationships internally and externally with a strong customer service orientation. Ability to manage relationships with upper management, internal legal counsel, compliance, business stakeholders, and suppliers as well as assisting to resolve competing interests between these parties. Ability to manage multiple priorities, meet deadlines and work under pressure, while maintaining attention to detail and accuracy. Seasoned analytical and technical writing skills with a demonstrated ability to research, analyze, and synthesize data and information into concise, easily understood written documents. Experience across a broad range of goods and services to ensure accuracy in cost containment, contract terms for information technology: hardware, software, software development, professional services, security, cloud services and renewals. Excellent multitasker, not afraid to be at the epicenter of the purchasing process and handle simultaneous requests that vary from basic procurement to complex negotiations. Demonstrated project management skills with ability to lead multiple, highly visible initiatives. Self-starter and can work independently; have a constant bias towards action. Seeks opportunities to improve processes and better relationships. Must be passionate about making an impact through relationship building and collaboration. Highly data-driven and detail oriented, using industry practices, comparable pricing, sizing deals, and producing metric reporting. Able to travel. 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 ************* If interested, please click the appropriate apply button.

SWIVEL is seeking a motivated intern to lead projects focused on the design and improvement of customer experience processes, agent-level workflows, and internal support systems. This internship offers hands-on experience to customer support operations, process design, knowledge management, and cross-functional collaboration. You'll work alongside Support, Product, Engineering and other departments to shape the customer support experience, measure support performance, and improve processes. Why you'll love this role: In this role, you'll gain hands-on experience in project management, customer support operations, and process improvement while working on initiatives that truly make an impact. You'll collaborate across teams, learning how cross-functional partnerships drive success, and receive mentorship from seasoned professionals in customer experience design. Most importantly, you'll have the opportunity to contribute to meaningful projects that enhance customer satisfaction and shape the way we deliver exceptional service. Essential duties include the following: Lead projects to improve customer support processes and identifying areas for automation. Support the team in documenting workflows, escalation paths, and internal procedures. Participate in quality calibration sessions and help track resolution metrics. Learn to analyze customer feedback and operational data to identify pain points and improvement opportunities. Collaborate with cross-functional teams (Product, Engineering, Design, Legal) during product support planning and rollout. Help maintain project documentation and schedules under guidance from senior team members. Contribute to the creation and updating of training materials, support documentation, and process guides. Shadow team members to understand how support design impacts customer satisfaction and operational efficiency. Take part in team meetings, brainstorming sessions, and project planning discussions. Serious candidates will possess the minimum qualifications: Currently pursuing a Bachelor's degree in business, marketing, information technology, or a related field. Strong interest in project management, customer experience, process design, and operational improvement. Excellent communication and organizational skills. Comfortable working in a collaborative, fast-paced environment. Basic proficiency in Microsoft Office (Word, Excel, PowerPoint); familiarity with SaaS tools is a plus. Analytical mindset with a willingness to learn and contribute. Able to sit for extended periods. 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual that will be Responsible for the supervision, technical development and guidance of the Desktop Support team and leads their day to day activities. This role ensures an effective and efficient level of IT Support is provided within the desktop support environment in resolving IT related issues. Why you'll love this role: You'll lead a talented team of desktop support professionals, driving impactful solutions that keep our technology running smoothly across the organization. This role offers the opportunity to shape support strategies, collaborate with senior leadership, and implement innovative improvements. If you thrive in a fast-paced environment and enjoy mentoring others while staying hands-on with technology, this is the perfect fit for you. Essential duties include the following: Manages the staff and activities involved in providing technical support and resolution of desktop computing problems, installation, configuration and setup of desktop hardware and software. Oversees work schedules, processes time entry reports, resolves personnel related issues and interviews and hires for open positions as well as coaches, counsels and disciplines. Ensures SLA's are met and new requirements are captured by collaborating with senior executives. Updates customers on status of requests by maintaining communications and/or conducts meetings and proactively escalates any issues that cannot be resolved within the established timeframe measures to ensure all desktops and laptops are running efficiently. Works closely with Asset Management to maintain inventory and provides input on policies and procedures for maintaining inventory and distribution. Proposes, documents and implements changes to policies or procedures in line with technology advancement. Ensures all assistance requests from customers are handled promptly and effectively, and escalated to the appropriate level. Performs quality checks and audits of work carried out by the Desktop Support Team. Provides support on new projects or services which support the goal of continuous service improvements by working with Desktop Engineer and Application Support. Manages personal and technical development of the Desktop Support Team, including appraisals and training plans. Manages and resolves complex break/fix issues and provides hands-on technical support. Performs skilled repairs and maintenance of computers, peripherals, and technology systems to ensure continuous systems functionality. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: Associate's Degree in Computer Information Systems or related field; an on-line vocational college technical degree; or equivalent experience. Bachelor's Degree in Computer Information Systems or related field preferred. Minimum of three (3) years of enterprise call center, help desk, service desk, and/or desktop support operations experience to include configuring, installing, troubleshooting, and maintaining desktop hardware and software in a large network environment with a minimum of one (1) year of supervisory experience included. ITIL v3.0 Foundation Certification preferred. Strong knowledge of installation, maintenance, performance monitoring/optimization, and software updates for the following desktop technologies: Microsoft Windows Desktops/laptops/tablets, Apple Mac OSX Desktops, Rackspace Co-Located Servers, Strong knowledge of Incident, Change, and Problem Management processes (ITILv3.0 foundation). Strong knowledge of Public Cloud Servers, VMware virtual desktops, Avaya Telecom System. Strong knowledge of enterprise ticketing applications such as ServiceNow Service Management. Thorough understanding of PC hardware components and ITG supported software, including messaging clients, web browsers and Internet, anti-virus software, office productivity applications, and time entry systems. Understanding of LAN, WAN, and wireless networking technologies. Strong leadership, interpersonal and team management skills. Strong written and oral communication skills. Strong organizational and time management skills. Excellent detail oriented and problem analysis skills. Proficient in MS Office desktop applications including MS Word, Excel, MS Project, and Outlook. Able to accommodate a flexible schedule concerning required systems availability and accessibility. Able to sit and/or stand for long periods of time while providing desktop support or other job-related activities. Able to lift, push, or pull 20-40 lbs. of computer-related equipment, carts, or other office items. Able to kneel, stoop, or bend while installing and/or repairing computer equipment. Able to travel locally, state-wide, and/or 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to provide administrative support to attorneys, paralegals, and licensing team members. This position is offered as an in-office only position. Why you'll love this role: At SWBC, you'll be part of a collaborative legal team that values precision, confidentiality, and service excellence. As a Legal Administrative Assistant, you'll play a key role in supporting attorneys, paralegals, and licensing professionals-helping ensure smooth operations and timely responses across a variety of legal and administrative functions. You'll thrive in a detail-oriented environment where your organizational skills and initiative are appreciated and rewarded. If you enjoy being the go-to person for keeping things running efficiently and take pride in supporting high-impact work, this is the role for you. Essential duties include the following: Assists in receiving and processing internal legal requests. Assists in drafting miscellaneous and legal letters. Assists with updating and reporting on task status in contract management system. Assists with the corporate contracts filing and will assist with insurance licensing information databases to ensure accuracy, quality, and efficiency. Assists in administering litigation files and discovery responses. Assists in sending notifications of license expiration to appropriate parties and providing requested licenses copies. Assists in responding to questions regarding Licensing CLE. Maintains department invoices and/or expense reports by reviewing and coding outside law firm invoices for payment and preparing expense reimbursements for submission. Maintains department reference books and renewals of subscriptions and memberships. Orders, distributes, and maintains all office supplies and equipment for the department. Receives, scans, and distributes all incoming mail. Performing other miscellaneous tasks and side projects including but not limited to periodic electronic file clean up and organization. Assists with filings for various divisions. Assists with real estate matters for review and attorney approval. Serious candidates will possess the minimum qualifications: Some college courses in business, or related fields or experience. Related experience in an insurance or financial environment preferred. Technically proficient in Microsoft Word, Excel, and Power Point. Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality. Excellent communication, organization and interpersonal skills. Type at least 40 wpm accurately. Able lift and/or carrying 10-20 lbs. of legal materials. 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking talented students to join our College Intern Program in San Antonio, Texas. This is an exciting opportunity for college students who are motivated and eager to learn within their educational field of study. Why you'll love this role: As an SWBC intern, you will be learning on the job in real-time from talented professionals within the financial services industry. We will develop, teach, mentor, and support your efforts throughout the internship. Our interns are given projects that are impactful and meaningful to SWBC, so interns will feel they are a valued team member of our SWBC family. In this role, you will be part of a collaborative, engaged, and hard-working team who shares ideas, promotes change and growth, and who is dedicated to providing excellence. Essential duties include the following: Assists the HR Operations and Talent Acquisition teams with various staffing and onboarding processes. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: Currently pursuing a Bachelor's or Master's degree in HR, Psychology, Management, or related program at an accredited university/college. Expected graduation date of May 2026 or later. Proficient in MS Office (Word, Excel, Power Point) preferred. Strong written and verbal communication. Approachable demeanor and strong motivation to go above and beyond what is asked. Capability to multitask and handle multiple projects / tasks with competing deadlines in a fast-paced environment. Ability to take direction well from multiple people. Excellent organizational skills and detail oriented. Able to travel locally. Able to sit and/or stand for long periods of time performing sedentary activities. 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 ************* If interested, please click the appropriate apply button.

SWIVEL, an SWBC software technology company is seeking talented Computer Science students to join our College Intern Program. This is an exciting opportunity for college students who are motivated and eager to learn within their educational field of study. Interns will gain practical hands-on experience and training that will provide an opportunity for growth, learning and development within the financial services industry. Full-time and part-time paid internship opportunities will be available in numerous departments, which may include Information Technology, Accounting, Marketing, Human Resources, Mortgage, Insurance, Legal, PEO, Lender Placed Operations, Financial Institutions, Investment Services and Training. Interns will be placed within a specific division based on interest, experience, academic coursework, SWIVEL's business need, and flexibility with college/university schedule. Why you'll love this role: As a SWIVEL Intern, you will be learning on the job in real-time from talented quality engineering professionals within the financial services industry. We will develop, teach, mentor, and support your efforts throughout the internship. Our interns are given projects that are impactful and meaningful to SWIVEL, so interns will feel they are a valued team member of our SWIVEL family. Essential duties include the following: This internship is ideal for students looking to gain experience in quality engineering and test automation for software engineering projects Assists with building systems to interface with SWIVEL clientele and tools to eliminate repetitive tasks. Work alongside the quality engineering teams as part of their team Builds awareness and gain exposure to the Financial Services Industry while growing your talents. Learns key technical skills to apply acquired knowledge and assist in problem solving. Gains practical, hands-on experience that will provide an opportunity for growth. Works alongside and shadow team members while expanding your knowledge base with the ability to further develop your skills. Assist with ad hoc projects. Serious candidates will possess the minimum qualifications: Currently pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, or related program at an accredited university/college. Experience with Java and C# preferred. Excellent written and verbal communication skills. Strong analytical and interpersonal skills required. Detail oriented and possess excellent follow up skills. Organized and adapt well to change. Ability to multi-task and work in a fast-paced, deadline driven environment. Passion and desire for learning and proactive energy for getting things done. Display maturity and a high level of professionalism. 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to join our Capital Markets team as a Fixed Income Trading & Settlements Coordinator. In this role, you'll be at the center of our trading operations, ensuring accuracy, efficiency, and compliance throughout the trade lifecycle. This is an excellent opportunity to gain hands-on experience in fixed income markets and work closely with seasoned traders and financial professionals. Why you'll love this role: In this role, you will have the opportunity to work on a dynamic capital markets trading desk. You will be exposed to all fixed income product types: municipal bonds, corporate bonds, treasury bonds, CDs and more. You will also collaborate with our municipal underwriting desk and be exposed to all aspects of how the capital markets operate from working with municipalities on issuing new debt to secondary trading. In order to be successful in this role, you will need to be excellent at problem solving and must be very organized and persistent in your efforts. You will be presented with new challenges every day so you will be constantly learning and growing your skillset. Essential duties include the following: Monitor and reconcile daily fixed income transactions to ensure timely and accurate settlement. Allocate trades in Bloomberg and assist with booking and correcting trades as needed. Open new accounts and coordinate with counterparties to resolve trade discrepancies and settlement issues. Prepare and distribute daily and ad-hoc reports to support risk management and trading decisions. Maintain trade blotters and documentation for compliance and audit purposes. Act as backup for Public Finance team when help is needed processing municipal underwritings Collaborate with traders and directors on special projects, audits and operational improvements. Perform other duties as assigned to support the success of the Capital Markets Team. Serious candidates will possess the minimum qualifications: Bachelor's degree in Finance, Business Administration, Economics, or related field preferred. Minimum of two (2) years of experience in financial services or operations; exposure to fixed income trading is a plus. Strong attention to detail and ability to work under tight deadlines in a fast-paced environment. Excellent communication skills (written and verbal) and strong organizational abilities. Proficiency in Microsoft Excel and Word; experience with Bloomberg is a plus. Ability to learn and apply compliance policies and procedures. Team-oriented mindset with a proactive approach to problem-solving. Able to sit for long periods of time performing sedentary activities. 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 ************* If interested, please click the appropriate apply button.

Job Description We are seeking an experienced Risk Management Insurance Broker with at least 3 years' experience of B2B sales in the P&C space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of insurance and connected programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on property & casualty sales. A strong understanding of insurance and risk management products to evaluate complex policies and identify cost-saving opportunities. Ability to work with C-Suite Executives to develop the best risk management solution for their insurance program. Excellent communication and interpersonal skills and the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the insurance industry. We have a high concentration of clients in Construction, Manufacturing, and Food & Agriculture industries. Over the years, our team has experienced double digit growth year-over-year (driven organically) and a client retention over 90%. This growth is a testament to our team's ability to adapt to changing market dynamics, anticipate client needs, and deliver results. A few highlights about our team: Unmatched Sales Support: We surround our sales team with everything they need to be successful, including: Experienced Account Management Teams - Your clients will be in good hands with our account management teams. They are capable and proficient. In addition to having skilled account managers, we intentionally build redundancy into the teams to ensure that clients get the best service possible. In-House Specialists- Our team includes people that specialize in compliance, HR consulting, analytics, client communications, worksite products, stop loss and technology. Tools & Resources- You will have assessments, checklists, audits, etc. that you can use to tailor custom strategies for each client. You will also have access to partner companies that will provide you with additional resources, such as ThinkHR and Zywave, etc. Ultimately, we like to win and have a track record of doing it year-over-year. Many of the best brokers in the nation have chosen to call Cottingham & Butler home and have built careers unlike anything in the industry. Here is a link to a highlight video from one of our National Sales Celebration Events or hear from one of our Risk Management Sales Executives: *************************** CB. Pay & Benefits Full salary + bonus Most Benefits start Day 1 Medical, Dental, Vision Insurance Flex Spending or HSA 401(k) with company match Profit-Sharing/ Defined Contribution (1-year waiting period) PTO/ Paid Holidays Company-paid ST and LT Disability Maternity Leave/ Parental Leave Subsidized Parking Company-paid Term Life/ Accidental Death Insurance About Cottingham & Butler: At Cottingham & Butler, we sell a promise to help our clients through life's toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of "better every day" constantly pushing ourselves to be better than yesterday - that's who we are and what we believe in. As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day. Want to learn more? Follow us on ************************ | LinkedIn | Facebook

SWIVEL is seeking a talented individual to drive operational excellence and build appropriate workstreams to deliver programmatic excellence for our customers and business partners. Why you'll love this role: You have a passion for excellence and quality of execution. You have solid experience in business program management with a focus on operations. You love the challenge of conquering audacious goals and leading others. You see opportunities when others see failures. You are a great communicator, who enjoys sharing findings, successes, and opportunities for improvement. You are a strategic thinker (big picture) with ability to connect the dots and create a shared vision. You are a meticulous program manager, knowing end-to-end process flows for how your programs work and understanding how the business needs to be executed operationally. Essential duties include the following: Be an expert Program Manager II in a matrixed organization, supporting the money movement and payment processing business unit within SWIVEL. Ability to operate with no day-to-day direction or oversight and can successfully operate under a high level of ambiguity and pace of change. Mentor more junior Program Managers in an ambiguous environment, providing mentorship on their initiatives. Effectively explain strategy and higher-level concepts to the program management team, cross-functional organizations, and senior-level executives. Represent the program management team in cross-functional conversations. Ensures the program management team's strategy is consistent by global vertical, horizontal, and market level. Overcome roadblocks and escalate issues effectively as they arise by independently thinking through potential execution challenges from end-to-end (e.g., requirements not sufficiently understood or documented, ineffective cross-team collaboration, insufficient stakeholder review, etc.) identifying and mitigating risks before they become roadblocks. Demonstrate thought leadership for the program management functional area helping to set standards for various pieces of team artifacts such as project documentation, executive level communication, status reports, business reviews, team KPIs, and process flow documentation. Develop and own communication plans for program status updates, issues, and risk management, and effectively and proactively communicate to influencing stakeholders. Create project documentation, including executive level communications, dashboards, project plans and status reports. Keep stakeholders informed about project progress, milestones, and potential risks. Provide feedback and recommendations for improvement on the program management team's documentation, dashboards, KPIs, and status reports. Define and track metrics such as key quality and performance indicators and drive cross functional execution of deliverables. Develop, implement, and govern KPI reporting for a portfolio of programs, providing visibility to the milestones, and performance across all projects. Proactively and independently analyze information to identify specific trends and opportunities for improvement, recommending appropriate and relevant tactical improvements and anticipating future business needs. Drive internal and external process improvements across multiple teams and functions including reducing the manual efforts through automation. Partner with functional leaders to understand their roadmap/initiatives and impact to roadmap due to projects and resource availability. Collaborate with stakeholders and product owners to define program requirements, set priorities, and establish scope. Confidently and constructively challenge priorities or directions of projects as needed, identifying areas where we can reprioritize resources. Collaborate with stakeholders and product owners to define program requirements, set priorities, and establish scope. Confidently and constructively challenge priorities or directions of projects as needed, identifying areas where we can reprioritize resources. Create and maintain process flows and procedures to ensure operational readiness and efficiencies. Create project charters that define objectives, in-scope and out-of-scope items, and estimations of effort by resource type. Serious candidates will possess the minimum qualifications: Bachelor's degree from an accredited four-year college or university and minimum of five (5) years of experience in a similar role (SaaS environment) required. Minimum of five (5) years of relevant business experience within SaaS, Operations, Program Management or Project Management. Minimum three (3) years experience working in money movement, payment processing, financial services industry, card/automated clearing house (ACH) payments. Experience working in financial services industry, card/automated clearing house (ACH) payments preferred. Strong verbal and written communication, negotiation, data analysis, leadership, and presentation skills. Experience leading highly complex initiatives across large functional groups with ability to influence partners and leaders. Experience mentoring junior Program Managers preferred. Strong problem solving and critical thinking skills. Excellent time management skills and willingness to take responsibilities for meeting goals, objectives, and project deadlines. High level of expertise with Microsoft office products; including Microsoft Project. 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 ************* If interested, please click the appropriate apply button.

SWIVEL, an SWBC software technology company is seeking talented Computer Science students to join our College Intern Program. This is an exciting opportunity for college students who are motivated and eager to learn within their educational field of study. Interns will gain practical hands-on experience and training that will provide an opportunity for growth, learning and development within the financial services industry. Full-time and part-time paid internship opportunities will be available in numerous software engineering teams. Interns will be placed within a specific team based on interest, experience, academic coursework, SWIVEL's business need, and flexibility with college/university schedule. Why you'll love this role: As a SWIVEL Intern, you will be learning on the job in real-time from talented software engineers within the financial services industry. We will develop, teach, mentor, and support your efforts throughout the internship. Our interns are given projects that are impactful and meaningful to SWIVEL, so interns will feel they are a valued team member of our SWIVEL family. Essential duties include the following: This internship is ideal for students looking to gain experience in software engineering such as building full-stack applications, working with microservices, and building features on a web based user interface. Assists with building systems to interface with SWIVEL clientele and tools to eliminate repetitive tasks. Work alongside a software engineering teams as part of their team Builds awareness and gain exposure to the Financial Services Industry while growing your talents. Learns key technical skills to apply acquired knowledge and assist in problem solving. Gains practical, hands-on experience that will provide an opportunity for growth. Works alongside and shadow team members while expanding your knowledge base with the ability to further develop your skills. Assist with ad hoc projects. Serious candidates will possess the minimum qualifications: Currently pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, or related program at an accredited university/college. Experience with C and/or C# or JavaScript preferred. Excellent written and verbal communication skills. Strong analytical and interpersonal skills required. Detail oriented and possess excellent follow up skills. Organized and adapt well to change. Ability to multi-task and work in a fast-paced, deadline driven environment. Passion and desire for learning and proactive energy for getting things done. Display maturity and a high level of professionalism. 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to enter, verify, research, review, and update pertinent insurance data into the computer system to reflect the most current/accurate information; make payments to insurance companies to ensure that our Client's interests are protected; make outbound calls to clarify information; research the automated matching system; and make corrections to the system updates on the files and make any corrective payments, as needed. Why you'll love this role: As a Data Capture Representative, attention to detail is key. You are an integral part of the Financial Institution Group organization, ensuring that data is correctly keyed and validated to maintain quality for the life of the document. Essential duties include the following: Resolves escrow disbursement discrepancies by researching the loan and making outbound calls to the insurance agency/company to obtain required information in order to make timely and accurate updates and insurance payments to loan files. Reviews insurance documents that have been sent through CES which require additional research due to missing information. Researches, verifies, and updates the status of loan insurance information by website exploration to include Unable to Locate (UTL) documents to ensure the submitted documents are matched to the correct file. Disburses insurance premiums through manual process using SWBC's computer system. Determines if a document can be used to update or comment a loan. Makes necessary adjustments to insurance lines based on data found on reports, documents, or notes on AS400 history. Enters updates to the pertinent insurance data into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures. Performs data processing/customer service functions in support of the SWBC Escrow Tracking Program. Serious candidates will possess the minimum qualifications: High School diploma or GED. Minimum two (2) years data entry, customer service, or related experience in a Mortgage or Banking environment preferred. Basic understanding of mortgage escrow accounts or homeowners insurance. Excellent interpersonal and customer service skills for making and receiving calls from insurance agencies. Strong organizational, analytical, and attention to detail skills to perform multiple work assignments. Excellent and effective communication skills, both verbal and written. Proficient computer and accurate keyboard skills in utilizing computer applications such as MS Word and Excel. Working knowledge of general office equipment such as phone system, copier, scanner, and the like. Able to sit for long periods of time performing sedentary activities. Able to lift up to 20 lbs. of files, supplies, documents, or other related items. Able to work flexible hours which may include early mornings, late evenings, or weekends. Able to multi-task and be adaptable to change. Able to meet department expectation and handle repetitive work. 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 ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to provide superior ongoing service for the retention of current clients and utilize skills to develop opportunities for new client relationships to build a robust client base. This is accomplished by delivering ongoing investment advisory services focused exclusively on retirement plans (401(k), 403(b), 457, defined benefit, etc.) for plan sponsors. Why you'll love this role: You will love being an Investment Advisor with SWBC Retirement Plan Services because you have the opportunity to not just have a job but a meaningful career. In this unique opportunity, you are able to build a client base with reoccurring revenue while creating your own sales and driving your income up. You do all this while making a meaningful difference to organizations and their retirement plan participants. Essential duties include the following: Provides superior ongoing client service and retention of existing clients through execution of SWBC's disciplined approach to consulting and fiduciary responsibility. Participates in quarterly internal Investment Committee meetings. Maintains and responds to all ongoing compliance requirements. Participates in on-going peer review meetings and assignments. Coordinates, schedules, and prepares materials for all meetings (virtual or in-person) with each client and their respective recordkeeping contact. Maintains regular communication with each of your plan sponsor clients and their respective recordkeeping contact(s). Regardless of whether a formal meeting is held, review and provide the quarterly monitoring report to each of your clients every quarter. Utilizing proprietary research tools developed by SWBC, develop, and advise clients on investment options that are available under their retirement plan(s). As requested, coordinate, schedule, prepare materials, and present committee education and training, in addition to participant education and participant one-on-one meetings. Each calendar year, provide each of your clients with an Annual Due Diligence packet. As needed, conduct record keeper benchmarking fee analysis for your clients. As needed, conduct Invitation to Compete (alternative recordkeeping RFP) for your client or prospect clients. Generate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Develops relationships with centers of influence to develop additional referrals for new prospects. Develops targeted markets, follow up with prospects, and report to senior management on a regular basis with business development progress. Develops and implements referral campaigns with your existing clients. Consults with potential clients on the Advisory Services Agreement and Investment Policy Statement to ensure their thorough understanding of the fiduciary process and risk management services SWBC provides. Assists in the completion of prospective client RFPs and assist in the sales progress to onboard new clients. Researches new speaking and conference options to continue facilitating generation of new prospects. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management. Ensures all required compliance agreements, files, reports, new client documentation, and the like are completed and maintained in accordance with SWBC, SEC, Federal, and state regulations. Serious candidates will possess the minimum qualifications: Bachelor's Degree, preferably in Business, Finance, or related field. If degree is not in a related field, retirement plan industry experience is critical. More than seven (7) years' experience developing new business, delivering retirement investment advisory and fiduciary support, or related experience, preferably in working with retirement plans (401(k), 403(b), 457, defined benefit, etc.) Ability to build, grow, and sustain a book of retirement plan clients. Strong retirement investment acumen and demonstrated knowledge of retirement plan (401(k), 403(b), 457, defined benefit, etc.) structures and terminology. Strong understanding of fiduciary principles under ERISA Sections 3(21) and 3(38). Strong understanding of sales strategy formulation and reporting. Strong working knowledge of Financial Industry Regulatory Authority (FINRA) requirements. Excellent communication (verbal and written), presentation, organization and interpersonal skills. Possess a solid working knowledge all Microsoft Office applications. Self-starter, highly motivated, and be able to work independently while exercising sound judgment. Possess a Series 65 license. Able to stand and/or sit for long periods of time while performing sales, consultations, report generation, and the like. Able to stoop, kneel, and lift 10-20 lbs. of files, presentation equipment, or other office items. Able to travel locally, state-wide, 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 ************* If interested, please click the appropriate apply button.

Job DescriptionBenefits: Opportunity for advancement Training & development Bonus based on performance Junior Account Manager San Antonio, TX Ready to start a career, not just a job? Join a high-energy team where training, growth, and opportunity are unlimited. Were hiring Junior Account Managers in San Antonio, TX, to help us connect with clients, grow relationships, and develop future leaders. Why Youll Love It Immediate Start + Paid Training Learn hands-on from top leaders. Career Growth Clear path to senior management and leadership roles. Culture & Team Energy Work hard, have fun, and win together. Earning Potential Competitive base pay + performance bonuses + commissions. Average first-year earnings: $50,000$75,000+ based on performance. What Youll Do Build and manage client relationships with professionalism and care. Conduct interactive sales presentations and develop custom solutions. Support client retention and satisfaction. Collaborate with your team to hit weekly and monthly goals. Track activity and progress in Salesforce. What Were Looking For 12 years in customer service, sales, or hospitality preferred (we train too!). Strong communication and people skills. Self-motivated, competitive, and ready to grow fast. Positive, coachable, and driven to succeed. Details Location: San Antonio, TX (in-person only) Schedule: Full-time, day shift, Monday through Friday Apply Now! Start your journey toward leadership today. Interviews are happening immediately dont miss your shot at joining one of San Antonios fastest-growing teams!

The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity. The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor's approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. The Representative will establish annual individualized objectives on the Representative's Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular weekly basis for the purpose of meeting the individual's activity, sales, service and training goals established in the Representative's Marketing Plan. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. Qualifications Education - High school diploma/GED required. Some college or an undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred. Years and type of experience required/preferred - One to 3 years of experience in an insurance sales environment preferred, but not required. Life and health insurance license required The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity. The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor's approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. The Representative will establish annual individualized objectives on the Representative's Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular weekly basis for the purpose of meeting the individual's activity, sales, service and training goals established in the Representative's Marketing Plan. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. Qualifications Education - High school diploma/GED required. Some college or an undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred. Years and type of experience required/preferred - One to 3 years of experience in an insurance sales environment preferred, but not required. Life and health insurance license required

SWIVEL is seeking a talented individual that will lead the development, execution, and management of strategic alliances that drive growth and innovation for EFUNDS for Schools and SWIVEL. This role is responsible for identifying new partnership opportunities, nurturing existing relationships, and aligning external collaborations with internal business goals in support of EFUNDS for Schools. Why you'll love this role: You will play a key role in shaping the future of education technology through payments and support for schools. You would have an opportunity to expand into new business lines and drive significant growth as well as be part of a collaborative and innovative team dedicated to making a difference. If you are a motivated and strategic professional with a passion for education and community impact, we encourage you to apply for this exciting opportunity. Essential duties include the following: Identify, evaluate, and pursue strategic partnerships with SIS providers, cafeteria/lunch providers, EdTech platforms, school districts, boosters, PTA's and PTO's. Lead negotiations and contract development to ensure mutually beneficial outcomes. Serve as the primary liaison between EFUNDS for Schools and its strategic partners. Maintain strong, ongoing relationships with key stakeholders across partner organizations. Work closely with product, sales, marketing, and customer success teams to ensure partnership goals align with business objectives. Support integration efforts with partner platforms and ensure seamless user experiences. Monitor and analyze partnership performance using KPIs and data insights. Recommend improvements and strategic pivots based on performance metrics. Stay informed on industry trends, competitor activities, and emerging technologies in K-12 payments and the education sector. Represent SWIVEL and EFUNDS for Schools at industry events, conferences, and partner meetings. Serious candidate will possess the minimum qualifications: Bachelor's degree in Business, Marketing, or related field (MBA preferred). 5+ years of experience in strategic partnerships, business development, or related roles within the EdTech or education sector. Proven success in negotiating and managing high-value contracts and partnerships. Strong understanding of K-12 education systems, payment technologies, and SaaS platforms. Excellent communication, analytical, and project management skills. Ability to travel as needed to meet with partners and attend industry conferences and events. Experience with SIS platforms like PowerSchool, or Skyward. Familiarity with PCI compliance and digital payment security standards. Background in K-12 education or EdTech partnerships. 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 ************* If interested, please click the appropriate apply button.

This position is responsible for the initial setup and investigation of claims prior to the assignment of the claim to a licensed adjuster. This will include researching and investigating EZ Claim Total Loss, GAP, CPI and others as assigned. This position will involve the initial processing and investigation of 20-40 claims per day. This position ensures that all claim documentation is thoroughly reviewed and assessed for coverage application. This position will also review database information found in systems such as Unitrac, insurance company websites, Lexis Nexis, ISO, and other automobile databases to investigate the applicability of insurance coverage to certain claim types prior to the assignment to a Claims Adjuster or Analyst. The key responsibilities of this job are both administrative and investigative. The ability to understand and apply the basic coverage aspects of insurance policies is required along with securing all required documentation for claim calculation/adjudication. Associates in this position must process and investigate a high volume of incoming claim assignments, evaluate coverage through an investigative set of online tools and databases, as well as insurance records within our insurance tracking system. This is a high production, detail-oriented, investigative position that requires strong analytical abilities. Job Duties and Responsibilites Review all required claim documentation including security agreements, condition reports, loan histories, valuation databases, statements by pertinent parties, ISO, Lexis Nexis and other public and private sources of insurance verification, and accident report providers to match the damage on a unit of collateral to a corresponding insurance policy; Determine the appropriate application of coverage and damage to identify those claims with the highest amount of recovery potential for EZ Claim Total Losses ; refer timely and accurately to more senior level adjusting staff for adjudication and collection; Adjudicate claims within the guidelines of the appropriate carrier on GAP and CPI. Then, refer to licensed adjuster for final claim calculation and release Ability to use and understand programs associated with auto valuation including CCC, Auto Appraisal information (AUDATEX), ISO, NADA, Kelley Blue Book, and other adjusting tools; Meet and exceed all established recovery and claim service standards and benchmarks for a Claims Investigator. Promptly and effectively respond to both carrier and lender correspondence and claim inquiries in a professional manner. Answer incoming calls to the claims department and handle or direct as necessary; Complete other special projects and duties as assigned Obtain adjuster licenses as needed Qualifications: Associate college degree required except in the following circumstances: Internal insurance/recovery claim experience as a Claim Processor or Claim Specialist with a minimum of 9 months to 2 years of internal experience A HS degree with a minimum of 1-3 years of insurance claim experience Property and Casualty insurance experience of 1-3 years highly preferred; Preference given to those with Claim Processor or Claim Specialist experience; Excellent telephone, written, and verbal communication skills required; Strong decision making and organizational skills required; Strong analytical and investigative skills required, along with the ability to explain insurance policy language; Strong drive for results with a proven track record of achievement as results are tied directly to recoverable claim dollars; Ability to evaluate potential claims which would include using intellect to interpret policy provisions and apply the policy language to individual claim losses; Ability to discern important file facts and document all pertinent issues associated with individual claim files with some level of supervision; Ability to determine coverage and damages owed on claims by assessing the merits of individual claim files and applying the facts uncovered through the investigation and evaluation process; Ability to interpret and comply with all regulatory mandates within individual jurisdictions, including state adjusting licensing requirements. Ability to investigate the potential for recovery by examining the evidence of the loss and confirming the existence of insurance or other responsible parties; Ability to compute in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percent, and to draw and interpret statistical material Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardizations exist; Mastery knowledge of computer databases and investigative sites with the ability to use internal e-mail system and the ability to type at least 45 WPM; Strong attention to detail Ability to work independently in a fast-paced environment production environment