Careers

Full-Time / Dallas

Responsibilities include but are not limited to:

• Training Program Development: Assist with developing, updating, and maintaining a structured training curriculum tailored to meet the needs of our commercial lines team. This includes but is not limited to coverage knowledge, risk assessment, underwriting guidelines, policy analysis, and sales techniques.
• Training Delivery: Conduct engaging and effective training sessions through various mediums, such as in-person workshops, virtual sessions, webinars, and online modules. Ensure training materials are up-to-date, relevant, and aligned with industry standards.
• Onboarding New Hires: Collaborate with HR and management to create a comprehensive onboarding program for new commercial lines team members, ensuring a smooth and successful integration into their roles.
• Continuing Education: Assist with the development and execution of ongoing training opportunities to support the professional growth and development of existing team members. Stay informed about changes in the insurance industry, regulations, and emerging trends to incorporate relevant updates into training materials.
• Performance Assessment: Provide management with effectiveness of training programs, gather feedback from participants, and make continuous improvements to optimize learning outcomes.
• Mentorship and Coaching: Provide one-on-one coaching and support to team members, identifying areas for improvement and offering guidance to enhance their skills and performance.
• Compliance and Quality Assurance: Ensure that all commercial lines team members adhere to company policies, industry regulations, and ethical standards. Monitor quality assurance measures to maintain consistency and high-quality service.
• Collaboration: Collaborate with other departments, such as Production, Accounting, and Services, to foster a cohesive and coordinated approach to achieving agency objectives.

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 insurance license
• Intermediate to advanced Microsoft Excel skills for data analysis and reporting purposes
• Proficient in Microsoft Word
• Proficient in PDF Readers (Adobe PDF, Foxit)
• Proven experience in training and development, preferably within the insurance industry, with a focus on commercial lines.
• Strong knowledge of commercial insurance products, underwriting practices, and risk assessment
• Excellent presentation and communication skills, both verbal and written.
• Ability to adapt training methods to suit the needs and learning styles of diverse team members.
• Demonstrated leadership and mentoring abilities.
• Detail-oriented with exceptional organizational and time management skills.

Preferred Skills:

• Experience with Applied Systems products including EPIC, CSR24, & Indio
• Proficient in using training software, learning management systems, and other relevant tools.
• Insurance designation – CPCU, CIC, or CRM

Additional Notes: 

We offer a competitive salary, comprehensive benefits package, and a supportive and collaborative work environment that values employee growth and development.

If you are a passionate and experienced training professional with a solid background in commercial lines insurance, we encourage you to apply and be part of our dedicated team. Together, we can shape the future of our agency and deliver exceptional service to our valued clients.

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