Account Executive, Employee Benefits

Hotchkiss Insurance; Idalou (TX); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation package

Professional development track

Generous time-off and major holidays

Company 401(k) match

Gym membership reimbursement

Job summary

Hotchkiss Insurance seeks an Employee Benefits Account Executive to manage an assigned book of business, ensuring client satisfaction, timely project management, and strategic planning. You will collaborate with consultants, clients, and internal teams to deliver comprehensive service offerings.

The role requires 5+ years in Group Benefits, Texas Life & Health licensure, and the ability to work independently. Bilingual English/Spanish is highly valued. Hybrid work with in-office days in Lubbock.

Qualifications

• Bachelor's degree preferred.
• 5+ years of experience in Group Benefits, either agency or carrier side.
• Ability to work independently and build strong client relationships.
• Texas Life & Health license required; keep CE hours current.
• Strategic mindset with ability to navigate complexities.
• Bilingual English/Spanish highly preferred.
• Strong communication skills (verbal and written).
• Proficiency in Applied Systems, e-signature platforms, Microsoft Office, Adobe Acrobat.

Responsibilities

• Oversee client relationships and related tasks, ensuring strategy and deliverables meet objectives.
• Analyze client insurance objectives and compare plans; stay updated on industry changes.
• Liaise with clients, carriers, TPAs and partners to resolve service issues.
• Educate and serve as a technical expert on benefits and implementation projects.
• Lead client meetings and document conversations; communicate proactively.
• Prepare management reports and contribute to team projects and development.
• Serve as a subject-matter expert to foster continuous improvement.
• Mentor and train team members on industry intricacies.

Skills

Client relationship management

Communication skills

Bilingual English/Spanish

Education

Bachelor's degree preferred

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. We believe 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 Lubbock office.

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