SWBC · 1 day ago
Check Processing Representative
San Antonio, TX
Full-time
Onsite
Entry Level
2+ years expSWBC is seeking a talented individual to perform check processing duties ensuring timely and accurate payments for insurance premiums. The role involves balancing amounts, verifying coverage, and collaborating with insurance carriers while maintaining excellent customer service.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Makes necessary corrections to checks per request from pre-edit reports
Problem solving with accuracy and makes necessary corrections to checks per request from Data Integrity
Requires completing outbound call research, voiding and/or re-issue of checks. Document action in AS400
Researches reason for returned checks
Requires time-sensitive research as related to CFPB rules and rules related to the billing of insurance premiums prior to expiration
Prepares and prints out register and voucher disbursements reports
Reconciles numerous check registers and assists in the tracking of outstanding checks and communicates status to clients
Gathers all necessary documents/correspondences and combines them with disbursement voucher
Requires time-sensitive research to ensure all checks are released within same day turnaround
Makes necessary check voids and reissues if needed and sends voided check to Accounting or account holder
Requires problem solving with accuracy by contacting carriers/agents before necessary voids is processed
Researches time-sensitive emails from client or CSR to determine if check have been cashed, voided and mailed overnight. May require research within AS400 or Client System FIServ, MS Citrix, LPS
Sends register to Accounting and seeks approval of funds being collected
Prepare email to Accounting and include copy of register for approval of funds. Reconciliation requires performing validation with accuracy
Combines checks with appropriate disbursement vouchers
Requires review of checks to ensure correct dollar amount is accurately captured on each check and ensure the Pay To field is accurately displayed
Scans copies of checks and saves in appropriate system drive according to account
Separates checks for mailing department and for manual mail-out
Locates overnight addresses from SharePoint and processes overnight air bill from UPS system
Emails account holders report of refunds/returns and voids for the day
Processes data exceptions from the Electronic Data Information (EDI) by reviewing time-sensitive daily billing reports, reviews edit reports and finalizes the billing for Trading Partners
Performs other duties as required
Qualification
Required
At least a High School diploma or GED
At least two (2) years accounts payable, check processing, or related experience preferably in the insurance, mortgage, or banking industries
Basic understanding of accounts payable, reconciliation, and voucher processing
Strong research capabilities and follow-up skills with attention to detail
Excellent organizational and attention to detail skills
Ability to calculate rates, ratios, and percentages
Ability to follow directions and apply established procedures
Working knowledge of Microsoft Windows, Excel, and Word
Strong verbal and written communication skills
Able to type 35 WPM accurately and use 10-key by touch
Able to sit for long periods of time while entering data or performing other sedentary duties
Able to lift 10-20 lbs. of reports or other documents
Ability to work a flexible schedule
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
Funding
Current Stage
Late StageLeadership Team
Gary Dudley
President and Co-founder
Recent News
2025-09-12
Morningstar.com
2025-08-13
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