SWBC · 13 hours ago
Commercial Lines Account Manager
San Antonio, TX
Full-time
Onsite
Mid Level
3+ years expSWBC is seeking a talented individual to provide exceptional customer service for the Commercial lines of insurance. The role involves evaluating, classifying, and quoting policies by working with various insurance carriers and brokers, while maintaining thorough customer account files and assisting with claims processing.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Provides information, rates, and quotes for all new and renewal Commercial lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers
Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates
Assists insurance carrier underwriters and/or brokers with policies involving unique, complex, or high-risk commercial properties
Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system
Assists Producers and provides training to other Account Managers as requested
Maintains a level of up-to-date knowledge on the rating system, forms and coverage changes
Processes claims including reporting and monitoring
Performs other duties as required
Qualification
Required
High School Diploma or equivalency required
Possess a P&C license
Minimum of three (3) years of Commercial lines insurance experience required
Strong working knowledge of insurance forms, coverage and rating
Working knowledge of PC's and related applications
Excellent analytical and problem resolution skills
Strong written and verbal communication skills
Strong organizational and interpersonal skills
Able to type a minimum of 45 wpm accurately
Able to operate Microsoft Word and Excel
Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm
Able to travel to current and prospective customers
Able to attend continuing education classes and seminars
Able to stoop, kneel, and sit for long periods of time
Able to lift 10-20 lbs
Benefits
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
Company
SWBC
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
1001-5000 employees
H1B Sponsorship
SWBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (16)
2023 (9)
2022 (22)
2021 (14)
2020 (11)
Funding
Current Stage
Late StageLeadership Team
Gary Dudley
President and Co-founder
Recent News
2025-09-12
Morningstar.com
2025-08-13
Company data provided by crunchbase