SWBC · 1 day ago
Client Service Representative
San Antonio, TX
Full-time
Onsite
Entry Level
1+ years expSWBC is seeking a talented individual to provide internal and external customer service support. The role involves relationship management, handling complex questions, and managing support lines for financial institutions.
FinanceBankingProperty & Casualty InsuranceFinancial ServicesInsurance
Responsibilities
Provides support to the Financial Institutions by working escalated or time sensitive issues in a professional and timely manner. Assists Financial Institutions with questions regarding reports and Focus Net
Handles Support Line to provide training in data entry, CoTrak or other Service Center procedures to include assisting with procedures inquires and problem resolution
Performs time-sensitive account maintenance before and after account processing cycles
Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by financial institutions by researching, verifying, updating loan insurance information and documenting the affected account’s history file
Services complex calls, questions or problems from the Customer Service Staff to include refers, when necessary, unique, highly complex calls to appropriate resources to ensure customer satisfaction
Creates internal management reports; and assists in special projects as needed
Qualification
Required
High School Diploma or GED required
Minimum of one to two (1-2) years in coordinating the implementation of company products and procedures and high-level customer service or other related experience in an insurance or banking environment
Working knowledge of insurance coverage and procedures
Strong orientation to detail and ability to maintain accuracy in processing loan information and detecting discrepancies
Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills
Strong computer and keyboard skills which includes MS Word and Excel
Able to stoop, kneel, and sit for long periods of time while processing and/or providing support to the Financial Institutions
Able work under sometimes stressful conditions while maintaining professionalism and enthusiasm
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
Company data provided by crunchbase