Teams 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.