Account Associate, Employee Benefits

Hotchkiss InsuranceFort Worth, TX
Hybrid

About The Position

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.

Requirements

  • Minimum 2 years experience in Group Benefits working on the agency side or the carrier side, or comparable experience preferred
  • 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.
  • All applicants must be authorized to work in and currently reside in the United States.

Nice To Haves

  • Bachelor's degree preferred
  • Active Texas Life & Health or acquiring once hired

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

Benefits

  • 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.
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