Careers

Full-Time / Dallas 

We are seeking a diligent Compliance Manager to oversee and ensure the accuracy and integrity of data within our agency management system. The ideal candidate will manage the compliance team, conduct regular file audits, and implement robust compliance policies and procedures. This role requires a proactive individual with a keen eye for detail and an understanding of Property & Casualty insurance. 

Responsibilities Include but are not limited to: 

Data Accuracy: 

• Regularly review and validate data in Applied EPIC to ensure accuracy
• Identify and alert the Producer or Account Manager of any discrepancies or errors.
• Implement data validation and verification processes to maintain high data quality.

File Audits

• Conduct regular and thorough audits of Applied EPIC files to identify any E&O exposures and adherence to internal workflows.
• Document audit findings and provide actionable recommendations for improvements.
• Follow up on audit results to ensure timely resolution of identified issues.
• Collaborate with all associates to ensure all policies are properly documented, accurate and fully representative of client exposures

Regulatory Compliance

• Stay up-to-date with federal, state, and local insurance regulations and ensure the agency’s practices are compliant.
• Develop, implement, and maintain compliance policies and procedures in accordance with regulatory changes.
• Provide guidance and training to staff on compliance-related matters and regulatory changes.

Qualifications and Education Requirements:

• Experience with Applied Systems products including EPIC, CSR24, & Indio
• High School Graduate (college degree preferred or work-related experience)
• Minimum of 3 years working in the P&C insurance industry
• Valid P&C insurance license
• Intermediate to advanced proficiency in Microsoft Excel and Word
• Proficient in PDF Readers (Adobe PDF, Foxit)
• Strong analytical and problem-solving abilities, with a keen attention to detail.
• Demonstrated commitment to upholding high ethical standards and promoting a positive work culture.

Flexibility and adaptability to thrive in a fast-paced, dynamic environment. 

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
   

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

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