SWBC ยท 1 hour ago
Employee Benefits Project Coordinator
San Antonio, TX
Full-time
Onsite
Mid Level
3+ years expSWBC is seeking a talented individual to coordinate and manage aspects of the production and administration of benefit plans. The role involves managing client eligibility, conducting audits, and supporting the sales and account management team to ensure clients have timely access to their insurance benefits.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Management of client eligibility (adds, terms, changes)
Eligibility audits and billing reconciliation
Compares and analyzes carrier information to select appropriate benefit packages and inputs price data into spreadsheets for presentations to clients; and negotiates best pricing and plan selection with carriers as assigned
Visit clients for on-site service in support of sales and account managers
Attends seminars and continuing education courses to keep current on new laws and regulations at state and national levels
Aids and technical guidance to the Benefit System Specialist
Performs other duties as required
Qualification
Required
High School Diploma or GED required
Minimum of three (3) years in Employee benefits, insurance agency, group insurance administration sales, marketing or equivalent experience required
Proficient in personal computers to include Internet navigations, MS Excel, Word, and PowerPoint
Working knowledge of basic office equipment to include operating a calculator, copy machine, and fax
Strong communication (both written and verbal), leadership, organizational and interpersonal skills
Able to work in a fast-paced environment and demonstrated personal initiative and self-motivation
Strong multi-tasking and team-building skills
Preferred
Some college work in Business, insurance, marketing or related field of study from an accredited college or university preferred
Possess a Group I L&H Insurance License preferred or obtain within 6 months of employment
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
Debbie Serot
Chief Marketing & Revenue Officer
Recent News
2025-09-12
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