SWBC · 1 month ago
Administrative & Dealer Support Coordinator - Shortfall Cover
San Antonio, TX
Full-time
Onsite
Entry Level
1+ years expSWBC is seeking a talented individual that will play a key role in supporting dealer and agent operations by managing documentation, processing claims, and ensuring accurate reporting. This position is essential for maintaining smooth workflows between internal teams and external partners, contributing to overall efficiency and customer satisfaction.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Manage new dealer and agent setups, ensuring all required documentation is complete and properly recorded
Reach out to dealers and agents regarding pending contracts, missing documents, or incomplete information
Follow up with dealers and agents on claims and pending contracts to ensure timely processing
Maintain accurate and organized records of all dealer and agent information in company systems
Manage new administrator setups, ensuring a seamless launch with proper documentation and training
Manage and become proficient in claims processes across multiple products
Conduct claims outreach to dealers, customers, members or agents as needed for missing information or updates
Ensure proper flow and submission of documentation for PowerBuy and ADR claims, verifying completeness and accuracy
Coordinate with internal teams and accounting to resolve discrepancies or escalate issues promptly
Provide responsive and professional communication to partners and customers throughout the claims process
Process daily dealer deposits and reconcile transactions for accuracy
Follow up on outstanding contract remittances
Assist with preparation and distribution of monthly commission statements to dealers and partners
Support reporting functions and ensure all data aligns with accounting requirements
Collaborate with internal data team to ensure timely receipt and accuracy of all TPA data files
Work with Administrator’s to identify and resolve data discrepancies promptly
Oversee the transmission of reporting to carriers and accounting teams, ensuring deadlines and compliance requirements are met
Assist with other administrative and operational duties as assigned
Qualification
Required
High school diploma or equivalent required
Experienced in Microsoft Excel, Outlook, and general office software
Strong organizational skills and high attention to detail
Excellent written and verbal communication skills for dealer, agent, and internal collaboration
Ability to multitask, prioritize, and work independently with minimal supervision
Team-oriented mindset with a willingness to learn and grow within the company
Preferred
associate's degree in business, accounting, or related field
1+ year of administrative, customer service, or accounting support experience
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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