Jobs at The Cason Group

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.

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.

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.

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.

Manage new group benefits submissions by reviewing and completing applications, coordinating between agents and carriers, entering case data into internal systems, tracking submission progress, resolving issues, and supporting/training team members.

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.

Manage and maintain group eligibility and enrollments for medical, ancillary, and worksite products; process additions/changes/terminations; coordinate and troubleshoot integrations (834 EDI, payroll, COBRA, data feeds); track transmissions and resolve discrepancies; communicate with advisors, carriers, employers, and internal teams; complete required certifications and support onboarding and training.