Account Executive, Employee Benefits

Hotchkiss Insurance; Carrollton (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Hotchkiss Insurance, one of Texas's leading independent agencies, seeks an Employee Benefits Account Executive to manage client relations and ensure satisfaction. This role entails collaborating with diverse teams, educating clients on insurance benefits, and requiring a strategic approach to complex challenges.

Benefits

Competitive compensation package

Professional development track

Generous time-off allowance

Comprehensive benefits, including 401(k) match

Gym membership reimbursement

Support for work/life integration

Qualifications

• 5+ years of experience in Group Benefits.
• Texas Life & Health License required.
• Ability to work independently and build client relationships.

Responsibilities

• Oversee client relationships and service-related tasks.
• Educate clients on benefits and industry changes.
• Prepare reports for management and contribute to team projects.

Skills

Communication

Strategic Mindset

Client Relationship Management

Education

Bachelor's degree preferred

Tools

Microsoft Office

Adobe Acrobat

Applied Systems

Job description

Who We Are
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.

Role Summary
The Employee Benefits Account Executive holds ultimate responsibility for comprehensive management of an assigned book of business. This includes the vital roles of ensuring client satisfaction, timely project management and strategic planning. Close collaboration with Consultant-Producers, Clients, Account Management, and the Group Benefits Support Team is essential to ensure the complete service offering and deliverables are provided proactively and thoroughly.

What You Will Do

• Oversee the client relationship and client service-related tasks, including executing client strategy, coordinating with team members to meet deliverables, optimizing task assignments, monitoring project progress, ensuring the timely accomplishment of objectives, and adherence to best practices.
• Acquire an understanding of clients' insurance objectives, critically analyze and compare insurance plans, and stay updated on industry changes and external conditions.
• Act as a liaison between clients and carriers, TPA’s and vendor partners, etc to resolve complex service issues, including claims, billing, eligibility, final term negotiation and compliance.
• Educate, advise, and serve as a technical expert for clients and team members on all aspects of benefits, including leading implementation projects, identifying benchmarking, evaluating claims reports, etc.
• Manage and conduct client meetings regularly, initiate client communication, and document conversations effectively.
• Prepare necessary reports for management and contribute to additional projects supporting the development and advancement of the Employee Benefits team.
• Act as a champion subject matter expert on one or more topics to foster an environment of continuous improvement.
• Provide mentorship and training to team members, facilitating their understanding of industry intricacies and fostering excellent team relationships.

What You Will Bring

• Bachelor's degree preferred
• 5+ years of experience in Group Benefits either working on the agency side or the carrier side.
• Must be able to work independently and build strong client and company relationships.
• Texas Life & Health License is required. Keep license current by proactively maintaining CE hours.
• A strategic mindset, adept at navigating complexities and emerging with clarity and purpose
• Strong communication skills (verbal and written forms; on the phone and in person)
• Proficiency in Applied Systems, electronic signature platforms, Microsoft Office, Adobe Acrobat, and related tools

What You Will Experience

• Competitive compensation package
• Professional development track to support career growth
• Generous time-off allowance, as well as major holidays
• Comprehensive benefit selection, including company 401(k) match
• Gym membership reimbursement
• Support for work/life integrationwith hybrid scheduleavailable.

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

NO AGENCIES OR 3RD PARTY INQUIRIES