Account Associate, Employee Benefits

hotchkissinsurance; Fort Worth (TX); Hybrid; USD 48,000 - 60,000; Full time

Benefits offered by this job

Generous time-off

401k matching

Gym membership reimbursement

Hybrid work model

Professional development

Job summary

Hotchkiss Insurance Agency is seeking a Benefit Account Associate to join our Benefits Account Team in Fort Worth, TX. You will support the team with client benefit programs, run monthly to semi-annual reporting, and assist with carrier implementations and renewals.

You will collaborate with the Account Manager and Account Executives to ensure accurate data, smooth operations, and timely invoicing, while maintaining our service standards and hybrid work model in a value-driven culture.

Qualifications

• Minimum 2 years experience in Group Benefits on the agency or carrier side.
• Bachelor's degree preferred.
• Active Texas Life & Health license or willing to acquire after hire.
• Foundational understanding of Microsoft Office; comfortable with modern technology.
• Desire to learn and grow in the employee benefits field.
• Effective spoken and written English.

Responsibilities

• Gather client reporting, review data and summarize for benefits clients on a set cadence.
• Support carrier implementations and renewals; fill out applications and ensure census accuracy.
• Assist with client material creation.
• Process eligibility changes and set up client invoicing.
• Handle local office and department administrative responsibilities.

Skills

Customer service mindset

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

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. Webelieve 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

• Gatherclient reporting, reviewdata and organizeinto summaries for benefits clients on a predetermined cadence (monthly, quarterly or semi-annually). \
• Supportcarrier implementations and renewals processing, filling out applications, ensuring census accuracy, carrier connection file builds & providing training to clients when appropriate.
• Assistwith client material creation
• Process eligibility changes and set up client invoicing
• Handle local office and department administrative responsibilities

Qualifications and Experience

• 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.

Compensation and 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.
• This role will be hybrid 2-3 days in the office weekly in our FortWorthoffice.

Hotchkiss is an EOE and drug-free workplace. All applicants must be authorized to work in and currently reside in the United States.