Careers at Swingle Collins & Associates: Join the Team
Please contact our director of talent: Caroline Jernigan | cjernigan@swinglecollins.com | (972) 715-8788
Producer
Swingle Collins & Associates is looking for success-minded insurance producers to join our agency.
Producer applicants should have several years of sales experience and a proven history of success. A self-starter with the ability to create and form lasting relationships with customers is a key attribute of our producers. Additional traits include a hunger for knowledge and education, self-discipline, and exceptional organizational skills. Insurance industry experience is a big plus.
Our producers are college educated (mostly from the old Southwest conference) including attorneys and several MBA’s. Our producers have come from the financial industry, business to business sales, home building, entrepreneurs, and insurance carriers. Employees are involved with the Salesmanship Club, church deacons, and Leadership Dallas.
Benefits of working with our agency include:
A commitment to staying an independent agency which creates a long & stable career.
The best production commission structure
An attainable equity program for successful agents
The best and broadest direct carrier contracts
We have earned preferred status with many of our underwriters, and as such are able to access more direct channels to have policies bound, endorsements added to existing policies and priority on client claims.
Our carrier status designations include: Chubb (Cornerstone Elite Agency), ACE (Platinum Partner), Texas Mutual (Champion Foundation Agent), Liberty Mutual (Platinum Partner), Safeco Insurance (Premier Partner), Hanover (President’s Club)
Training and Education
We have both the resources and mentors to ensure you become one of the best and most well-versed agents in the industry.
Recognition as a best place to work by the Dallas Morning News, Business Insurance, the Insurance Journal & the Dallas Business Journal.
Producers are W2 employees. Employees get health insurance at no cost to the employee, 401K plans with company match, and free industry education.
We are happy to have a conversation with you to help you better understand this opportunity as well as answer any questions you may have.
Account Manager
Swingle Collins & Associates is seeking high-achieving, detail oriented Account Managers to join our Agency in the Commercial line of business. If you can act with agility and flexibility as we grow our independent organization, value the importance of customer service, being a member of a team, and developing your knowledge, we are interested in learning more about your background!
Requirements
A minimum of 5 years as an Account Manager, along with understanding of Commercial Property & Casualty insurance coverages, underwriting and rating concepts. (Real estate/property coverage experience a plus)
Hands on experience – Applied Epic agency management system or similar insurance management system
Proficiency in MS Office
High School Graduate (College degree – preferred or related work related experience)
Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
You will be working with the following Activities in our Insurance Agency Management System:
Client Relationships
Policy & Coverage Questions
Process Cancellation & Reinstatement (once policy is cancelled)
Claims
Adding Clients
New Business Workflow
Renewal List Management
Renewal Workflow Marketed
Accounts Receivable Management
*This position also has Mastery of the Services and Assistant Account Manager activity skills as well
Benefits:
Comprehensive Company health insurance (Company pays health premium for employee)
401K plan with a discretionary company match
Paid Time Off
Training CE classes on and off site
Assistant Account Manager
Swingle Collins & Associates is seeking high-achieving, detail oriented Assistant Account Managers to join our Agency in the Commercial line of business. If you are an individual that understands the importance of customer service, team, and knowledge; as well as value the ability of acting with agility and flexibility as we grow our independent organization, we are interested in learning more about your background!
Requirements
A minimum of 3 years as an Assistant Account Manager, along with understanding of Commercial Property & Casualty insurance coverages, underwriting and rating concepts.
Hands on experience – Applied Epic agency management system or similar insurance management system
Proficiency in MS Office
High School Graduate (College degree – preferred or related work related experience)
Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
You will be working with the following Activities in our Insurance Agency Management System:
Change Requests – including follow-up to Carriers
Endorsement Checking & Processing & updating Service Summary Row
Process Cancellation & Reinstatement (once policy is cancelled)
Audit
Invoicing
Check Request
Auto ID Cards
Summary of Insurance
Client Portal/Client access
Policy Checking including Delivery
Importing & Exporting Lists
Billing Issues
Loss Run Request
In addition, Sr. Assistant Account Managers will also work with additional Activities in our Insurance Agency Management System:
Adding or Endorsing to Add Policy Line
Changing Effective & Expiration Dates and Service Summary Row
Set up Certificates – New and Renewal
Renewal Workflow Not Marketed
Flood – Renewals
Bonds – Renewals
Finance Agreements
Cancellation – LPR
Setup Renewal Activities for Account Managers
Request Renewal Applications from Carrier & Clients
*This position also has Mastery of the Services activity skills as well
Benefits:
Comprehensive Company health insurance (Company pays health premium for employee)
401K plan with a discretionary company match
Paid Time Off
Training CE classes on and off site
Customer Service Representative/ Support Specialist
Swingle Collins & Associates is seeking a detail oriented Customer Services Representative/Support Specialist to join our Agency in the Commercial line of business.
If you are an individual that understands the importance of customer service, team, and knowledge; as well as value the art of attention to detail we are interested in learning more about your background!
Required experience:
Customer Services in Insurance: 1 year
Proficiency in MS Office: 1 year (preferred)
Insurance Agency Management systems (preferably EPIC): 1 year
High School Graduate
You will be working with the following Activities in our Insurance Agency Management System:
EPIC Navigation – (Home Screen, Client Screen, Sticky Notes, etc.)
Creating Activities – Activity Codes, Labeling & Activity Follow Ups
Attaching documents & emails in EPIC – including folders
Pending Intent to Cancel/Reinstatements – Non-Payments
Unrouted Attachments (Cancellations & Reinstatements)
Navigating websites to process to verify cancellations/reinstatements
CSR24 Navigation
Renewal Certificates
Cancelled Certificates
Issuing Liability certificates – Including Verifying Forms
Issuing HOA certificates – Including Verifying Forms
Issuing Property/EPI certificates – Including Verifying Forms
Import/Export Holders
Change Requests (AI, PNC, WOS, 30DNOC, LP, Mtge, Alt Emp, Joint Payee, & lienholder)
Return Mail
Policy Delivery – CD & Binder
This role also supports phone coverage at the Front Desk
Benefits:
Comprehensive Company health insurance (Company pays health premium for employee)
401K plan with a discretionary company match
Paid Time Off
Training CE classes on and off site
