Jobs at The Cason Group

Reviews group insurance applications and tax documents for completeness and eligibility, prepares and submits cases to insurance carriers, tracks underwriting progress, resolves questions with agents and carriers, applies carrier guidelines and deadlines, supports census audits and affiliate submissions, and maintains accurate case records.

Coordinates benefit system case setup and online enrollment processes, gathers and distributes group information, tracks implementation progress, and communicates with advisors and group administrators. Conducts system testing and demonstrations to verify functionality and accuracy. Serves as an internal resource for Group Operations teams and helps train new employees while managing multiple deadlines and maintaining strong client service.

Manage group insurance proposal and renewal processes by retrieving carrier renewals, gathering quote information, consolidating proposals, maintaining databases, tracking outstanding quotes, and supporting Account Executives and Sales Representatives. The role requires coordination with carrier partners, accuracy, deadline management, knowledge of group insurance products and procedures, and assistance with employee training.

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.

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.