SWBC · 9 hours ago
Commercial Lines Producer
San Antonio, TX
Full-time
Onsite
Entry Level
1+ years expSWBC is seeking a talented individual to produce and sell to commercial insurance accounts while maintaining current knowledge of coverages and trends. This individual will also perform risk analysis for preparing proposals, and perform other duties to meet production goals.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Develops new production, proposals, and consultation to sell new accounts to meet or exceed production goals as jointly established with management
Maintains a current level of knowledge on forms, coverage changes, selling trends and techniques through company bulletins and circulars, agency selling aids, and by attending sales seminars, company sales meetings, or educational activities
Performs comprehensive risk analysis surveys for all commercial accounts by obtaining sufficient information regarding a risk to allow the commercial service/marketing staff to prepare a proposal
Meets joint agency/producer defined standards for new business solicitation, ex-dating and production as well as assigned or existing client service
Renews existing business by developing new coverage, expanding existing coverage and identifying cross-selling opportunities to meet or exceed production goals as jointly established with agency owners
Monitors all leads and expiration dates and promotes products of carriers that the agency has identified as important
Processes complete applications and loss summaries by making price recommendations, ensuring the risk factors, following agency defined coverage, limit and proposal format requirements, reviewing for accuracy prior to delivery and ensuring policies are delivered on a timely basis
Manages full collection of all receivables by arranging the payment terms for all accounts in accordance with the established procedures of the agency, insurance company or financial entity; prepares an annual budget and business plan for all sales activities to be submitted to management; and obtains and follows up on information concerning underwriting, claims, and other areas as reasonably requested by agency owners, customer service representatives or company representatives
Qualification
Required
Bachelor's Degree in Business, Management, Finance, Marketing, or related field or equivalent experience
Current Texas Insurance License
Minimum of one to two (1–2) years of commercial lines insurance sales or related experience
Working knowledge of insurance forms, coverage and rating
Excellent communication, presentation and organizational skills
Proficient in Microsoft Word, Excel, PowerPoint, Outlook and Access
Strong understanding of Internet concepts and principals, both from an application and technology perspective
Strong planning, project management, analytical, and quantitative skills
Able to work independently and exercise sound judgment under minimal supervision in an outside sales work environment
Able to coach, mentor, and train both internal and external resources in assigned products
Able to travel locally and nationally
Able lift and/or push carts carrying 10-20lbs of presentation materials or audio/video equipment and stand for long periods of time while conducting sales presentations
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