Part-Time Account Services Rep

Southwest Business Corporation San Antonio , TX 78245

Posted 4 months ago

SWBC has been recognized as one of the Best Companies to Work for in Texas and has an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm. Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.

With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. SUMMARY Performs inside sales, placement, and service of SWBC and clients financial products by facilitating inbound/outbound calls regarding availability and suitability of products/services; updates call results and records all customer contacts; and produces new business or servicing existing customers/clients. Work Schedule:

Monday-Friday 8am-1pm, 9am-2pm, & 1pm-6pm rotating every other Saturday from either 8a-1pm OR 10a-3p this is a part-time position ESSENTIAL DUTIES Makes outbound calls to and takes inbound phone calls from various financial institutions clients in an attempt to produce and service new and renewal Property and Casualty insurance business utilizing effective telephone sales techniques and principles while meeting call and department service levels. Makes outbound calls to and takes inbound phone calls to promote lending and related products offered by SWBCs business partners and client; and follows department scripting and uses appropriate phone etiquette, rejection rebuttals, active listening and other communication techniques to achieve project goals. Updates call results and enters any other pertinent information into both SWBC and the appropriate FIs databases by maintaining records of all customer contacts.

Receives and places product support calls and contacts to ensure SWBC's services meet market place and contract expectations while leveraging SWBC's business solutions suite. Participates in department meetings or product/technique training as directed by management team. MINIMUM REQUIREMENTS Must have High School Diploma or GED.

Must have at least six (6) months of outbound calls, updates call results, receives and places support calls, or other related experience. Lending or prior financial experience preferred. Must have a strong working knowledge of personal computers to include MS Excel, MS Access, and other related programs.

Must be able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm. Must have excellent interpersonal and organizational skills. Must be detail oriented and be able to multitask.

Must be able to sit for long periods of time assisting with telephone calls or other related duties. Must be able to stoop, kneel, and lift 10-20 lbs. of files or other documents. ADDITIONAL INFORMATION SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law. SWBC offers an excellent employee benefits package that includes: 401(k) with company match, medical/dental, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies. SWBC also provides opportunities for professional growth.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Only those candidates who meet the minimum requirements need apply.



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VIEW JOBS 10/21/2019 12:00:00 AM 2020-01-19T00:00 SWBC has been recognized as one of the Best Companies to Work for in Texas and has an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm. Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. SUMMARY Performs inside sales, placement, and service of SWBC and client’s financial products by facilitating inbound/outbound calls regarding availability and suitability of products/services; updates call results and records all customer contacts; and produces new business or servicing existing customers/clients. The schedule for this position is 8a-1p, Rotating Saturdays. ESSENTIAL DUTIES Makes outbound calls to and takes inbound phone calls from various financial institutions’ clients in an attempt to produce and service new and renewal Property and Casualty insurance business utilizing effective telephone sales techniques and principles while meeting call and department service levels. Makes outbound calls to and takes inbound phone calls to promote lending and related products offered by SWBC’s business partners and client; and follows department scripting and uses appropriate phone etiquette, rejection rebuttals, active listening and other communication techniques to achieve project goals. Updates call results and enters any other pertinent information into both SWBC and the appropriate FI’s databases by maintaining records of all customer contacts. Receives and places product support calls and contacts to ensure SWBC's services meet market place and contract expectations while leveraging SWBC's business solutions suite. Participates in department meetings or product/technique training as directed by management team. MINIMUM REQUIREMENTS Must have High School Diploma or GED. Must have at least six (6) months of outbound calls, updates call results, receives and places support calls, or other related experience. Lending or prior financial experience preferred. Must have a strong working knowledge of personal computers to include MS Excel, MS Access, and other related programs. Must be able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm. Must have excellent interpersonal and organizational skills. Must be detail oriented and be able to multitask. P&C Insurance License preferred. Must be able to sit for long periods of time assisting with telephone calls or other related duties. Must be able to stoop, kneel, and lift 10-20 lbs. of files or other documents. ADDITIONAL INFORMATION SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. SWBC offers an excellent employee benefits package that includes: 401(k) with company match, medical/dental, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies. SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Only those candidates who meet the minimum requirements need apply. Southwest Business Corporation San Antonio TX

Part-Time Account Services Rep

Southwest Business Corporation