Account Executive, Employee Benefits

hotchkissinsurance; Houston (TX); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Professional development

Generous time off

401(k) match

Gym membership reimbursement

Job summary

Hotchkiss Insurance in Houston is seeking an Employee Benefits Account Executive to manage an assigned book of business, ensuring client satisfaction and proactive service delivery through coordination with consultants, clients, and the Group Benefits Support Team.

The role requires 5+ years in group benefits, a Texas Life & Health license, and the ability to work independently; bilingual English/Spanish is highly preferred.

Qualifications

• 5+ years of experience in Group Benefits.
• Texas Life & Health License and CE hours ongoing.
• Independent worker with strong client relationships.
• Bilingual English and Spanish preferred.

Responsibilities

• Oversee client relationship and service tasks, coordinating with team members to meet deliverables.
• Analyze clients' insurance objectives and compare plans.
• Liaise between clients, carriers, TPAs and vendors to resolve issues.
• Educate and advise on benefits, including lead implementation projects.
• Manage client meetings and document conversations.
• Prepare reports for management and contribute to team projects.
• Act as SME on benefits topics and mentor team members.

Skills

Client relationship management

Communication skills

Bilingual EN/ES

Independent work

Education

Bachelor's degree preferred

Texas Life & Health License

Tools

Applied Systems

Electronic signature platforms

Microsoft Office

Adobe Acrobat

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 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.

Essential Duties and Responsibilities

• 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.

Qualifications and Experience

• 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
• Bilingual in English and Spanish highly preferred
• 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
• This role is hybrid with 2-3 days in the office weekly in our Houston office.

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