What are the responsibilities and job description for the Account Associate, Employee Benefits position at Hotchkiss Insurance?
Company Overview
As one of the largest independent agencies in Texas, we’re proud to be known for our exceptional, values-based culture and are consistently recognized as one of the best places to work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being, sound financial management, and a bright prospect for the future.
Position Summary
The Benefit Account Associate plays a vital role in supporting the Benefits Account Team to provide proactive service and manage client benefit programs. This position involves working closely with the Account Manager and Account Executives to ensure smooth operations and prioritize tasks.
Essential Duties And Responsibilities
NO AGENCIES OR 3RD PARTY INQUIRIES
As one of the largest independent agencies in Texas, we’re proud to be known for our exceptional, values-based culture and are consistently recognized as one of the best places to work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being, sound financial management, and a bright prospect for the future.
Position Summary
The Benefit Account Associate plays a vital role in supporting the Benefits Account Team to provide proactive service and manage client benefit programs. This position involves working closely with the Account Manager and Account Executives to ensure smooth operations and prioritize tasks.
Essential Duties And Responsibilities
- Gather client reporting, review data and organize into summaries for benefits clients on a predetermined cadence (monthly, quarterly or semi-annually). \
- Support carrier implementations and renewals processing, filling out applications, ensuring census accuracy, carrier connection file builds & providing training to clients when appropriate.
- Assist with client material creation
- Process eligibility changes and set up client invoicing
- Handle local office and department administrative responsibilities
- Minimum 2 years experience in Group Benefits working on the agency side or the carrier side, or comparable experience preferred
- Bachelor's degree preferred
- Active Texas Life & Health or acquiring once hired
- A foundational understanding of Microsoft Office; comfortable with modern technology
- Desire to learn and grow in the employee benefits field
- Effectively speak, read, write, and comprehend English.
- Competitive compensation package
- Professional development for career growth
- Generous time-off allowance, as well as major holidays
- Comprehensive benefit selection, including matching 401k
- Gym membership reimbursement
- Support for work/life integration, with flexible hybrid options available.
- This role will be hybrid 2-3 days in the office weekly in our Fort Worth office.
NO AGENCIES OR 3RD PARTY INQUIRIES