Careers
Since our founding in 1982, we’ve steadily grown in size and reach. Along the way, we’ve built a reputation as being a great place to work, where clients and team members alike are treated with the utmost respect and professionalism.
We’re continually seeking qualified candidates who share our commitment to building lasting client relationships centered around integrity and service. Current opportunities at Swingle Collins & Associates are listed below. If our current positions are not aligned with your specific skills, we invite you to submit a resume for future consideration to careers@swinglecollins.com.
Account Manager, Commercial Insurance
Full-Time / Dallas
ROLE AND RESPONSIBILITIES
- Provide support to assigned Producer(s)
- Client Relationships – assist clients with all policy and coverage questions on a day-to-day basis
- Maintain client files in Applied Epic in an orderly and up-to-date manner according to Agency standards
- Effectively manage Epic Home Page, to include timely Activity review, documentation and processing
- Assist in marketing new and renewal business, negotiate rates, review coverages for competitiveness and accuracy, assist in presenting to clients as needed
- Prepare documents for renewal terms, including proposals, Acord forms, Binders, and Certificates of Insurance
- Review issued policies for accuracy and appropriate coverages
- Manage new business workflow
- Comprehend and interpret Insurance Contract requirements for Certificates
- 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
- External candidates should have 2-4 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
- Related industry designation preferred / Desire to pursue industry designation (CIC, CISR, CPRM, CPCU, etc.)
- Proficient in Microsoft Word, Excel, and Outlook
PREFERRED SKILLS
- Experience with Applied EPIC
Assistant Account Manager, Commercial Lines
Full-Time / Dallas
ROLE AND RESPONSIBILITIES
- Provide support to assigned Producer(s) and Account Manager(s)
- Maintain client files in Applied Epic in an orderly and up-to-date manner according to Agency standards
- Effectively manage Epic home page to include timely activity review, documentation, and processing
- Assist in renewal process – assist with gathering renewal information, issue Certificates, attaching & labeling forms in CSR-24, issue Auto ID cards, invoicing, prepare summary of insurance and policy checking
- Process change requests (including follow-up to carriers/brokers), endorsements, cancellations & reinstatements, check requests, premium audits and loss run requests
- Set up customer portal, including communication to client
- Assist Accounting Department with invoicing discrepancies and billing issues
- Claims – walk clients through process, including claim submission/reporting, follow-up as needed
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- High School Graduate (college degree preferred or work-related experience)
- Proficient in Microsoft Word, Excel, and Outlook
- Minimum of 1 year of experience in an insurance agency environment
PREFERRED SKILLS
- Experience with Applied EPIC
- Understanding of property & casualty coverages, knowledge of underwriting and rating procedures
- Valid Property & Casualty Insurance license
Account Manager, Personal Lines
Full-Time / Dallas or Fort Worth
ROLE AND RESPONSIBILITIES
- Provide support to assigned Producer(s)
- Client Relationships – assist clients with all policy and coverage questions on a daily basis
- 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
- Minimum of 2 years as a Personal Lines Assistant Account Manager at SCA with consistent & commended performance. External candidates should have 2-4 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
- Related industry designation preferred / Desire to pursue industry designation (CIC, CISR, CPRM, CPCU, etc.)
- Proficient in Microsoft Word, Excel, and Outlook
PREFERRED SKILLS
- Experience with Applied EPIC preferred
- Experience with High Net Worth (HNW) clients and carriers preferred
Assistant Account Manager, Personal Lines
Full-Time / Dallas or Fort Worth
ROLE AND RESPONSIBILITIES
- Provide support to assigned Producer(s) and Account Manager(s)
- Maintain client files in Applied Epic in an orderly and up-to-date manner according to Agency standards
- Assist in renewal process – creating proposals, summaries, issuing Auto ID cards
- Process change requests, endorsements, evidence of insurance requests (EOI’s), etc.
- Process appraisals – follow up on recommendations, determine the premium change
- Process MVRs
- Set up customer portal
- Assist clients with premium payments
- Send out Notices of Cancellation to clients. Follow-up and escalate per workflow.
- Manage invoicing and account receivables
- Assist Accounting Department with invoicing discrepancies
- Claims – walk clients through process, including claim submission to carrier, follow-up and overall communication
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- High School Graduate (college degree preferred or work-related experience)
- Proficient in Microsoft Word, Excel, and Outlook
- Minimum of 1 year of experience in an insurance agency environment
PREFERRED SKILLS
- Experience with Applied EPIC
- Understanding of property & casualty coverages, knowledge of underwriting and rating procedures
- Valid Property & Casualty Insurance license
Services Team Member
Full-Time / Dallas or Fort Worth
ROLE AND RESPONSIBILITIES
- Issue Certificates of Insurance – double check certificate holder lists, email and/or mail certificates to active holders. Import/Export holders as needed.
- Process Certificates of Insurance requests (COI’s, EPI’s, Renewals, Cancelled, etc.)
- Process change requests direct with carriers as needed
- Issue Notices of Cancellation and Reinstatements
- Review carrier websites for ENDT’s, NOC’s, RNST’s, RENL’s, etc.
- Provide MVR support for Commercial Team as needed
- Process Notary Bonds for Commercial clients
- Flood billing
- Policy Delivery (binders)
- Provide scanning support for Commercial Lines (binders, policy copies, etc.)
- Process incoming and outgoing mail, includes delivery of unrouted mail to Account Managers.
- Provide front desk coverage; answering and directing incoming calls, greeting office visitors and vendors
- Order office and kitchen supplies as needed. Ensure supplies are adequately stocked daily.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- Proficient in Microsoft Word, Excel, and Outlook
- High School Diploma or equivalent
- Minimum of 1 year of experience in an insurance agency environment
DESIRED SKILLS
- Knowledge of Applied EPIC and CSR24
