Jobs at The Cason Group

Sell group benefits and related insurance products to agents, brokers, and carriers within assigned Texas territory. Build and maintain carrier and agent relationships, deliver presentations and training, support enrollments, meet sales targets, and maintain required insurance licensure and professional certifications. Travel and occasional evening/weekend work required.

Support accounting operations by processing vendor bills, reimbursements, and credit card transactions; prepare reports; ensure transaction accuracy and data integrity; maintain vendor records; respond to expense inquiries; coordinate with accounting to resolve issues and improve processes while maintaining confidentiality.

12–18 month Rep Development Program training candidates to become Sales Representatives. Trainees learn TCG operations and sales-support tasks, coordinate with sales reps, obtain Life and Health insurance licensure, meet performance metrics and certifications, deliver sales presentations, and may relocate after training. Role requires client communication, use of Microsoft Office and databases, travel, and a three-year commitment.

Invitation to join The Cason Group Talent Community for candidates aligned with company values. Members receive updates on openings; candidates should commit 18–24 months to their role. Contact [email protected] with questions.

Sell group benefits by building and maintaining relationships with agents, brokers, and carriers; make sales presentations; support enrollments and carrier selection; meet sales goals; maintain industry licensure and engage with professional organizations. Role requires travel and a three-year commitment.

Supervise and coordinate Administrative Assistants, manage departmental operations (phones, mail, supplies), train staff, conduct performance reviews, improve processes, and ensure timely, accurate customer service to coworkers, clients, and carrier partners.

Manage employer benefit administration accounts and relationships with advisors and group administrators. Coordinate case setup, online enrollment, documentation, system testing and demonstrations, support renewals and post-renewal changes, and collaborate cross-functionally to ensure accurate benefit system implementations.

Support and maintain IT governance, risk, and compliance programs including SOC 2 activities, vendor security assessments, risk registers, remediation tracking, access reviews, and governance of AI/automation. Serve as a compliance contact, collaborate with stakeholders, evaluate technology requests, and support governance configurations and audit evidence collection.

Manage benefit system case setups and online enrollments, serve as primary contact for advisors and group administrators, coordinate implementations and testing, conduct system demonstrations and trainings, and maintain strong client relationships to ensure successful enrollment and post-enrollment support.

Work with independent agents, brokers, and carriers to sell life, disability, and long-term care solutions. Build and maintain relationships, support sales calls and training, evaluate agent effectiveness, exceed sales goals, obtain required insurance licensures, and represent the company professionally.

Review, prepare, and submit group insurance applications and supporting documents; verify eligibility and compliance with carrier guidelines; track case status, coordinate between agents and underwriters, assist with audits and affiliate submissions, and maintain accurate records to ensure timely underwriting decisions.