Teams at The Cason Group

Manage group benefits eligibility, including enrollments, changes, and terminations for medical, ancillary, and worksite products. Coordinate and monitor 834 EDI, data exchange, COBRA, cafeteria, and payroll integrations. Troubleshoot data discrepancies and transmission errors, maintain accurate records, communicate with advisors, employers, carriers, and internal teams, and support onboarding and required certifications.

Supports business operations through data entry, quarterly bonus and commission calculations, reporting, office administration, remote office coordination, and business projects. The role requires accurate Excel-based calculations, strong attention to detail, confidentiality, deadline management, customer service, and clear communication. It is full-time and may become hybrid after training, with a one-year commitment.

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.