Account Associate, Employee Benefits

Hotchkiss Insurance•Fort Worth, TX

3d•Hybrid

About The Position

The Benefit Account Associate supports the Benefits Account Team in providing proactive service and managing client benefit programs. Working closely with the Account Manager and Account Executives, this role helps ensure smooth operations and task prioritization. The position is hybrid, with 2–3 days per week in the Fort Worth office.

Requirements

At least 2 years of Group Benefits experience on the agency or carrier side, or comparable experience; this is listed as preferred.
Active Texas Life & Health license, or obtain one once hired.
Foundational understanding of Microsoft Office and comfort with modern technology.
Desire to learn and grow in the employee benefits field.
Ability to speak, read, write, and comprehend English effectively.

Nice To Haves

Bachelor's degree preferred.

Responsibilities

Gather client reporting, review data, and organize it into summaries for benefits clients on a predetermined monthly, quarterly, or semi-annual cadence.
Support carrier implementations and renewals by completing applications, ensuring census accuracy, building carrier connection files, and providing client training when appropriate.
Assist with creating client materials.
Process eligibility changes and set up client invoicing.
Handle local office and department administrative responsibilities.