Hybrid Benefits Account Specialist

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

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.