Southwest Business Corporation jobs in San Antonio, TX

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.

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!

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.

Assist with all phases of orthodontic treatment as directed by the Doctors and/or treatment plan. Prepare teeth for the placement of brackets and bands. Prepare and secure orthodontic wires. Educate patients on oral hygiene and appliance care. Help motivate patients to achieve the very best results from orthodontic treatment. Serve as key communication link between the patient and the orthodontist. Make patients feel comfortable, at ease and welcome to the Practice by engaging patient and/or parent in conversation. Answer patient/parent questions if appropriate or refer them to the Doctor or another staff member who can assist them. Complete accurate notes in patient records as required. Sterilize, set up and prepare orthodontic equipment and instrumentation in accordance with established regulations and guidelines. Maintain clean, neat work area. Restock supplies as needed. Follow OSHA guidelines and maintain safe and effective working habits; report any unsafe instruments or procedures to the Practice Manager. Maintain confidentiality of Patient PHI and any other related information according to Practice privacy practices and HIPAA. Maintain acceptable standards for waste of orthodontic equipment and supplies Serve as back up to front desk as needed, answer phones and schedule appointments. Work rotating on-call schedule holidays, evenings, or weekends. Must always represent the practice in a professional, pleasant, and cooperative manner. Maintain regular attendance and adhere to assigned work schedules and office policies. Must be flexible. Regular attendance of continuing education courses. Must maintain certification and/or license renewals as required by state. Must excel in forward thinking in order to anticipate the needs of the patient and our dental team. May be required to travel between office locations. Must be insurable by the company's insurance. Performs other related duties as necessary or assigned by management.

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 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: Bonus based on performance Opportunity for advancement Training & development Entry Level Sales Representative San Antonio, TX Ready to launch your career in sales? Were looking for driven, outgoing, and motivated individuals to join our team as Entry Level Sales Representatives in San Antonio, TX. This is your chance to get hands-on experience, grow fast, and start a career with unlimited potential! What Youll Get Immediate Start + Paid Training No experience? No problem. Well teach you everything. Career Advancement Clear path into leadership and management roles. High-Energy Team Culture Fun, competitive, and supportive environment. Earning Potential Competitive base pay + bonuses + commission opportunities. Average first-year earnings: $45,000$65,000+ depending on performance. What Youll Do Engage directly with customers and present tailored solutions. Build and maintain strong relationships with clients. Deliver high-quality service and represent our brand with integrity. Collaborate with your team to hit goals and celebrate wins. Manage leads and performance through Salesforce. What Were Looking For Excellent communication and people skills. Positive, coachable, and goal-oriented mindset. 12 years of customer service, retail, or sales experience preferred (but not required). Passion for growth, competition, and personal development. Details Location: San Antonio, TX (in-person only) Schedule: Full-time, 8-hour day shift, Monday through Friday. Apply Now! If youre hungry to learn, ready to grow, and want a career with real earning potential apply today to schedule your immediate interview!

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 to be responsible for developing relationships with municipal and finance personnel seeking to assist them with obtaining financing for securities-style debt that they will incur. Responsibilities will include working with key personnel to help secure roles in various underwriting syndicates; responding to Request for Proposals as needed, utilizing knowledge of municipal capital markets, municipal bond structures, and credit fundamentals in order to advise customers on the best methods for obtaining the funding they need, and working closely with the Capital Markets Municipal Underwriter in helping to structure and price the debt at a level that both makes sense for the customer and is appropriate for market conditions. Why you'll love this role: In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth. Essential duties include the following: Prepares written proposals and pitch books, make presentations to prospective and existing client base, and manages negotiated underwritings and private placements. Prepares credit and bond sizing analysis for prospective transactions, manages rating presentations and coordinates work flow through negotiation and settlement of transactions. Works with key personnel to identify marketing opportunities. Achieves performance metrics, customer retention goals, and new business revenue targets. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: Bachelor's degree in Finance, Accounting, Business Management, Economics, Math or related field of study from an accredited four-year college or university. Minimum of five (5) years of experience in investment banking, capital markets, or sales/trading or experience at a public finance company. Strong analytical skills, both qualitative and quantitative. Highly organized, detail-oriented, and proactive Excellent presentation skills. Excellent verbal and written communication skills. Proficient knowledge of the applicable laws, rulings, and regulations pertaining to municipal finance. General understanding of the bond and investment banking industry. Solid relationship sales experience. Demonstrated ability to network in community, grow new business and develop sales. Ability to travel locally or nationally. Possess one of the following licenses: Series 7 and 63, and or 52 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.

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.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Talent team. #LI-MS1 Powered by JazzHR q1nY8YwvQ5

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.

SWIVEL is a seeking a highly skilled Implementation Manager to join our team Why you'll love this role: A pivotal role in driving the successful execution of new and existing client product onboarding. Operating at the highest caliber, you will lead the onboarding and implementation of various products, ensuring seamless integration and maximum efficiency across all departments. Essential duties include the following: Leads onboarding tasks, project meetings, track progress, communicate updates to relevant stakeholders to ensure alignment and accountability, and perform software training to all clients within your respective pipeline. Serves as the primary point of contact for all implementation-related matters, providing guidance and support to stakeholders at all levels. Conducts thorough analyses of current processes and systems to identify areas for improvement and optimization. Develops and implements strategies to drive change and improve efficiencies, leveraging best practices and innovative solutions. Proactively identify risks and issues that may impact project delivery and develop mitigation plans to address them. Establishes and maintains strong relationships with internal and external partners to facilitate collaboration and achieve project objectives. Provides regular reporting and analysis on project performance, including key metrics and KPIs, to inform decision-making and drive continuous improvement efforts. Serious candidates will possess the minimum qualifications: Bachelor's Degree in General Business or business administration, project management, information technology, or a related field. Minimum of three (3) years of general experience in project management, account management, or related fields required. Working knowledge of IT project management. Expert in Microsoft Project. Proficient Adobe Acrobat skills. Proficient Microsoft Office skills, including Outlook, Word, and Excel. Strong troubleshooting skills. Strong listening and interpersonal skills. Excellent organizational skills. Excellent multi-tasking skills. Excellent client engagement skills. Excellent problem resolution and problem analysis skills. Excellent verbal and written communication skills. Able to use basic office equipment, including copy machine, personal computer, and fax. Able to type 35 WPM. Able to travel locally or nationally by car or plane. Able to sit for long periods of time performing sedentary activities. Able to stand, stoop, and kneel to file for long periods of time. Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items. 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 perform daily activities associated with premium and revenue transactions for Lender Placed Mortgage, Excess Flood, Guaranteed Asset Protection (GAP), and Collateral Protection Insurance (CPI) products to include customer service, inquiries, reconciliations, payment application, month end activities, system reporting and validation, journal entries, accounting functions, and system analysis to ensure accurate general ledger (GL) and financial reporting. Why you'll love this role: In this role, you'll be part of a great team and company that values collaboration and integrity. You'll gain job satisfaction from working in a position where attention to detail is essential and where you'll be challenged daily through problem-solving and analytical thinking. You'll have the opportunity to work closely with operational business units, building strong relationships as you support them through critical accounting processes. This role offers variety-balancing premiums, reconciling accounts, preparing reports, and troubleshooting issues-while giving you the chance to make a meaningful impact on financial accuracy and operational efficiency. If you enjoy working with data, improving processes, and contributing to a team that values your expertise, this is the role for you. Essential duties include the following: Inputs and balances premiums received for insurance products, including reconciling overages and shortages, making corrections, and distributing premium refunds. Supports commissions operations with the setup of distributions, carriers, and products. Prepares and analyzes month end reporting to support adjustments in the carrier payable and income accounts to true up premium balances between systems. Processes inquiries on premium products, commissions, refund checks, ACH sweeps, etc. and performs the research to provide a resolution. Reconciles general ledger accounts, as required. Prepares journal entries, communicates with internal and external customers, and provides guidance on operations. Processes, reviews, and makes any necessary adjustments to the download reports that contain all premium and refund journal entries to be posted into the accounting general ledgers. Assists with carrier audits, internal audits, and year end audits to provide supporting documentation. Creates reporting and analyzes data across multiple insurance and accounting systems to support financial transactions, cash transfer requests, and payments to agents, carriers, and clients. Performs process, system, and data analysis to troubleshoot and identify root causes and works with management on problem resolution. Performs other duties as required. Serious candidates will possess the minimum qualifications: Bachelor's Degree from an accredited college or four-year university required. Field of study in Business, Accounting, or Finance with specific coursework in Accounting preferred. Minimum of five (5) years of experience performing similar listed duties or experience in Accounts Receivable, Accounting Operations or Business operations required. Proficient Microsoft Excel and Word skills. Basic 10-key touch skills. Excellent organizational skills. Excellent verbal and written communication skills. Able to use basic office equipment, including a copy machine, personal computer, and fax. Able to type 40 WPM. Able to sit for long periods of time performing sedentary activities. Able to stand and stoop to file for long periods of time. Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items. 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.

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.

SWBC is seeking a talented individual to coordinate and manage aspects of the production and administration of benefit plans to include eligibility management which includes reconciliation and audits; service accounts and in support of the sales and account management team by preparing spreadsheets for client proposals; and performing other administrative duties. Why you'll love this role: Join a fast-paced employee benefits consulting group where you will gain hands-on experience and foundational knowledge of the industry. As a Project Coordinator, you will play a key role in supporting the team and ensuring clients have timely access to their insurance benefits. You will thrive in a collaborative environment, build strong relationships with clients and carrier partners, and have opportunities for growth and advancement. Essential duties include the following: Management of client eligibility (adds, terms, changes). Eligibility audits and billing reconciliation. Compares and analyzes carrier information to select appropriate benefit packages and inputs price data into spreadsheets for presentations to clients; and negotiates best pricing and plan selection with carriers as assigned. Visit clients for on-site service in support of sales and account managers. Attends seminars and continuing education courses to keep current on new laws and regulations at state and national levels. Aids and technical guidance to the Benefit System Specialist. Performs other duties as required. Serious candidates will possess the minimum qualifications: High School Diploma or GED required. Some college work in Business, insurance, marketing or related field of study from an accredited college or university preferred. Possess a Group I L&H Insurance License preferred or obtain within 6 months of employment. Minimum of three (3) years in Employee benefits, insurance agency, group insurance administration sales, marketing or equivalent experience required. Proficient in personal computers to include Internet navigations, MS Excel, Word, and PowerPoint. Working knowledge of basic office equipment to include operating a calculator, copy machine, and fax. Strong communication (both written and verbal), leadership, organizational and interpersonal skills. Able to work in a fast-paced environment and demonstrated personal initiative and self-motivation. Strong multi-tasking and team-building skills. 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.