SWBC · 1 day ago
Commercial Lines Account Executive
San Antonio, TX
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expSWBC is seeking a seasoned professional to collaborate with Commercial Lines Producers in managing a well-established book of business with a strong emphasis on client retention. This role focuses on providing exceptional client service and tailored insurance solutions while ensuring accurate coverage and compliance with underwriting guidelines.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Collects underwriting information from clients for both renewals and new business to ensure accurate and comprehensive coverage is placed, working collaboratively with the Commercial Lines Producer as well as independently
Provides information, rates, and quotes for all remarketed or new 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
Delivers insurance proposals and coverage summaries to clients, ensuring timely premium collection and binding of coverage in accordance with company underwriting guidelines
Manages workflows to ensure efficient, timely, and accurate processing of requested transactions and other responsibilities
Performs thorough policy reviews and endorsement checks to ensure accuracy, reducing the agency’s errors and omissions exposure
Delivers policies and supporting documents to insureds, as required
Maintains complete, accurate, and well-documented client files in compliance with departmental policies and procedures
Communicates effectively with Commercial Lines Producers, providing timely updates on claims, audits, or coverage issues that may impact clients
Represents the agency professionally in all interactions with clients and carrier partners
Qualification
Required
Active General Lines or Property & Casualty license in the state of Texas. A Surplus Lines license is a plus
Bachelor's Degree in Business, Risk Management, or related field of study from an accredited four-year college or university preferred, or equivalent experience required
Minimum of eight (8) years of Commercial Lines insurance required
Strong working knowledge of insurance forms, coverage and rating
Advanced working knowledge of MS Word, Excel, and Outlook
Able to type a minimum of 45 wpm accurately and operate a calculator
Excellent analytical and problem resolution skills
Strong communication (both written and oral), organizational, and presentation skills
Self-motivated with the ability to prioritize and manage work independently with minimal direction and supervision
Able to work under stressful conditions, while maintaining professionalism and enthusiasm
Able to lift 10 – 20 lbs. of insurance manuals, reports, or other documentation
Able to stoop, kneel, and sit for long periods of time
Able to travel to current and prospective customers and to attend classes and seminars for continuing education
Preferred
Bachelor's Degree in Business, Risk Management, or related field of study from an accredited four-year college or university preferred
Professional designations (CIC, CRM or CPCU) strongly preferred
AMS360 and WorkSmart experience preferred, but knowledge of similar Account Management System is acceptable
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