Teams at The Cason Group

Support and maintain IT governance, risk, and compliance programs including SOC 2 activities, vendor security assessments, risk registers, remediation tracking, access reviews, and governance of AI/automation. Serve as a compliance contact, collaborate with stakeholders, evaluate technology requests, and support governance configurations and audit evidence collection.

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.