Careers

Full Time / Hybrid / Dallas

KEY RESPONSIBILITIES:

SYSTEM TRAINING:

• Provide thorough training on Applied EPIC, ensuring producers understand how to navigate the system efficiently for all aspects of their workflow
• Assist producers on the use of Salesforce for lead and client management, CoStar for commercial real estate insights, LinkedIn Sales Navigator for networking and prospecting, and ZoomInfo for lead generation. Note: Experience not required for these systems and training will occur as part of the role. 

WORKFLOW INSTRUCTION:

• Lead training sessions on both the New Business and Renewal workflows, covering each stage from prospecting and quoting to binding and issuing policies.
• Teach producers best practices for managing their book of business through the lifecycle of the account.

INSURANCE EXPERTISE DEVELOPMENT:

• Provide guidance on common and complex coverage questions, helping producers understand policy specifics and nuances across various lines of coverage.
• Connect producers with underwriters to develop stronger relationships and improve their ability to negotiate terms and tailor coverage solutions for clients.
• Serve as a resource for all questions related to insurance products, industry trends, and regulatory updates.

ONGOING SUPPORT:

• Act as a mentor and ongoing resource for Commercial Lines Producers as they refine their knowledge of insurance products and system usage.
• Continuously update training materials to reflect changes in systems, workflows, and industry best practices.
• Conduct assessments to evaluate the knowledge and skills of CL Producers, identifying areas for further improvement
• Foster a positive learning environment that encourages questions, feedback and continuous improvement. 

IN-OFFICE REQUIREMENTS

• 3 days a week in the Dallas office / 2 days a week remote

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• High School Graduate (college degree preferred or work-related experience)
• Minimum of 5 years working in the P&C insurance industry
• Valid P&C insurance license
• Strong understanding of commercial insurance coverages and industry practices
• Experience with Applied Systems products including EPIC, CSR24, & Indio 
• Intermediate to advanced proficiency in Microsoft Office
• Excellent presentation, communication, and interpersonal skills, both verbal and written.
• Detail-oriented with exceptional organizational and time management skills.

Full-Time / Dallas or Fort Worth

RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:

• Provide support to assigned Producer(s)
• Client Relationships – assist clients with all policy and coverage questions
• Maintain client files in Applied Epic in an orderly and up-to-date manner according to Agency standards
• Assist in marketing new and renewal business, negotiate rates, review coverages for competitiveness and accuracy, assist in presenting to clients
• Prepare documents for renewal terms, including proposals, Binders, Auto ID cards
• Review issued policies for accuracy and appropriate coverages
• Manage new business workflow
• Manage renewal list – work renewals in a timely manner and report on status
• Manage invoicing and account receivables
• Claims – walk clients through process, including claim submission, follow-up and overall communication
• Carrier Relationships – establish relationships with key carrier Marketing & Underwriting contacts

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• 3-5 years of related Account Manager experience.
• Understanding of property & casualty coverages, knowledge of underwriting and rating procedures
• High School Graduate (college degree preferred or work-related experience)
• Must hold a valid Property & Casualty Insurance license
• Experience with Applied EPIC required
• Experience with High Net Worth (HNW) clients and carriers required
• Related industry designation preferred / Desire to pursue industry designation (CIC, CISR, CPRM, CPCU, etc.)
• Proficient in Microsoft Word, Excel, and Outlook

Full-Time / Dallas or Fort Worth 

Swingle Collins & Associates is seeking insurance professionals who will focus on providing services to businesses in the DFW area. The candidates we seek feel comfortable prospecting, soliciting, quoting, and selling to senior level executives and business owners. Our agency’s process provides employees with an unparalleled framework for training, development, and personal growth objectives. SCA also provides equity opportunities to individuals who successfully build their book of business. 

Responsibilities include but are not limited to:

• Prospect for business through cold calling, local networks, community involvement, and by developing professional relationships
• Create and maintain an active new business pipeline
• Provide professional risk management advice to prospects and clients
• Create insurance proposals, make sales presentations to prospective and existing clients on new and renewal business
• Obtain information for quotations and market accounts to various insurance carriers with assistance of support staff
• Interpret complex insurance information and respond appropriately
• Maintain consistent and high-quality touch points with clients and prospects
• Respond to referrals quickly and effectively
• Stay current on trends in the insurance industry and pursue continuing education
• Accurately maintain prospects, new, and renewal business in the agency management system (EPIC)

Qualifications and Education Requirements:

• Prior B2B experience required
• P&C License or willingness to obtain
• College degree required
• Proficient in Microsoft Office Products
• Highly organized and detail oriented with the ability to plan, manage, and oversee a book of business
• Excellent professional verbal and written communication skills
• Superior customer service attitude
• Must have the desire for success
• High degree of self-discipline and motivation
• Must be a self-starter with an entrepreneurial approach

Full-Time / Dallas or Fort Worth 

Swingle Collins & Associates is seeking insurance professionals who will focus on building customized insurance programs tailored to the specific needs of high-net-worth individuals. This role acts as the primary contact for clients, handling coverage details in the event of growth or loss. Our agency’s process provides employees with an unparalleled framework for training, development, and personal growth objectives. SCA also provides equity opportunities to individuals who successfully build their book of business. 

Responsibilities include but are not limited to:

• Prospect for business through local networks, community involvement, and by developing professional relationships
• Create and maintain an active new business pipeline
• Provide professional risk management advice to prospects and clients
• Create insurance proposals, make sales presentations to prospective and existing clients on new and renewal business
• Obtain information for quotations and market accounts to various insurance carriers with assistance of support staff
• Interpret complex insurance information and respond appropriately
• Maintain consistent and high-quality touch points with clients and prospects
• Respond to referrals quickly and effectively
• Stay current on trends in the insurance industry and pursue continuing education
• Accurately maintain prospects, new, and renewal business in the agency management system (EPIC)

Qualifications and Education Requirements:

• Previous sales/client-facing experience
• P&C License or willingness to obtain
• College degree required
• Proficient in Microsoft Office Products
• Highly organized and detail oriented with the ability to plan, manage, and oversee a book of business
• Excellent professional verbal and written communication skills
• Superior customer service attitude
• Must have the desire for success
• High degree of self-discipline and motivation
• Must be a self-starter with an entrepreneurial approach