HybridHybrid; 2–3 days weekly in the Lubbock office.
InsuranceInsurance Sales & Agency
No H1B Sponsorship
About the job
Requirements
A bachelor's degree is preferred.
At least five years of experience in Group Benefits on either the agency or carrier side is required.
A current Texas Life & Health License is required, with continuing education hours maintained proactively.
The candidate must be able to work independently and build strong client and company relationships.
Proficiency in Applied Systems, electronic signature platforms, Microsoft Office, Adobe Acrobat, and related tools is required.
Responsibilities
Oversee client relationships and client service tasks, including executing client strategy, coordinating team members to meet deliverables, optimizing task assignments, monitoring project progress, ensuring timely completion of objectives, and adhering to best practices.
Understand clients' insurance objectives, analyze and compare insurance plans, and stay current on industry changes and external conditions.
Liaise between clients and carriers, third-party administrators, and vendor partners to resolve complex service issues, including claims, billing, eligibility, final-term negotiation, and compliance.
Educate and advise clients and team members as a technical expert on benefits; lead implementation projects, identify benchmarking opportunities, and evaluate claims reports.
Manage and conduct regular client meetings, initiate client communications, and document conversations.
Prepare reports for management and contribute to projects supporting the development and advancement of the Employee Benefits team.
Serve as a subject matter expert on one or more topics to foster continuous improvement.
Provide mentorship and training to team members on industry intricacies and foster strong team relationships.
Desired Qualifications
Bilingual proficiency in English and Spanish is highly preferred.
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.