Teams at The Cason Group

Serve as liaison between advisors, clients, and carriers to investigate claims, resolve service issues, update insurance changes, record interactions, meet daily task completion targets, attend carrier trainings, and provide internal support and training.

Provide account service support to advisors and clients by investigating inquiries, liaising with carriers, recording interactions, resolving claims and billing issues, meeting daily task metrics, training staff, and staying current with industry regulations and carrier trainings.

Support and improve company data systems (Salesforce, Agency Integrator, Agency Works), produce routine and ad hoc reports, ensure data accuracy via imports/updates, train and support users, collaborate with vendors, and assist leadership on related business operations tasks.