The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services.
Job Title: Benefit Systems Account Manager
Division: Group Services
Location: Columbia, SC or Charlotte, NC
Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training
Hiring Range: $46,500 - $58,000 annual salary and is commensurate with directly applicable experience and/or direct industry experience
Commitment: Two-Year Commitment to The Cason Group
Our Benefit Systems Team works with Benefits Advisors to provide fast enrollment technology that is custom-tailored, simple, and user-friendly for clients. As a Benefit Systems Account Manager, you will manage enrolling cases and maintain relationships as the direct contact for agents and group administrators during benefit system case installations.
What Our Account Managers Do:
- Collaborate and Communicate: develop and maintain relationships with advisors, group administrators, and TCG Sales Representatives in order to facilitate an excellent customer experience; identify and resolve concerns of advisors and group administrators ; serve as go-to resource for internal Group Operations departments
- Coordinate and Consult: manage and organize all aspects of case setup and online enrollment processes; work with Implementation Specialists to test system; conduct system demonstrations with Advisors and Group Administrators before each enrollment release period
- Educate: Debrief and train group administrators on navigating benefit system post-enrollment release-period
What We Are Looking For:
- Bachelor’s Degree or equivalent experience in a related field
- Strong attention to detail and accuracy along with compliance of deadlines while managing and prioritize multiple tasks simultaneously
- Excellent communication, interpersonal, and customer services skills
- Ability to work well as part of a team
- Demonstrated proficiency in all parts of position within 9-12 months
- Proficiency in Microsoft Office (including Excel, Outlook, and Teams) as well as working knowledge of Adobe and general knowledge of databases
Why You Should Work With Us:
- Excellent Benefits: Health, Dental, Vision, Life, and Disability insurance options
- 401K Retirement Plan with company contribution
- Paid Time Off (vacation and holidays)
- Employee Assistance Program
- Charitable Matching and Paid Community Service Time
Skills Required
- Bachelor's degree or equivalent experience in a related field
- Two-year commitment to The Cason Group
- Strong attention to detail, accuracy, and ability to meet deadlines while prioritizing multiple tasks
- Excellent communication, interpersonal, and customer service skills
- Ability to work well as part of a team
- Demonstrated proficiency in all parts of the position within 9-12 months
- Proficiency in Microsoft Office (Excel, Outlook, Teams), working knowledge of Adobe, and general knowledge of databases
What We Do
Founded in 1991, The Cason Group is a general agency that provides sales support and service to insurance professionals throughout the Southeast. They represent over 20 carriers, helping insurance agents find the best coverage for their clients through creative sales and service solutions. The company specializes in health and life products, guiding advisors and consultants with stable advice to exceed client expectations.
