Benefit Systems Associate Account Manager

Posted 17 Days Ago
Be an Early Applicant
Columbia, SC, USA
In-Office
42K-52K Annually
Entry level
Insurance • Financial Services
The Role
Manage initial benefit system case setups and enrollments, coordinate information between advisors and internal teams, perform system tests and demonstrations, communicate progress to advisors and group administrators, and provide on-the-job training and internal support.
Summary Generated by Built In

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 Associate Account Manager

Division: Group Benefits

Location: Columbia, SC

Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training

Hiring Range: $42,000 - $52,000 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 Associate Account Manager, you will manage enrolled cases and maintain relationships with agents and group administrators during the initial set-up of benefit system case installations.

What Our Associate Account Managers Do:

  • Coordinate and Communicate: coordinate all aspects of initial case setup and online enrollment processes; ensure all relevant information is obtained from the advisor and the employee group information is distributed to the appropriate TCG departments; monitor and communicate progress to advisors and group administrators throughout the installation process
  • Demonstrate and Assess: conduct system tests with Implementation Specialist to verify accuracy; perform system demonstrations with advisors and group administrators as needed prior to release to ensure proper system functionality for clients
  • Engage as a Team Player: Serves as the go-to resource for internal Group Operations departments; provide on-the-job training for new employees

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

Skills Required

  • Bachelor's degree or equivalent experience in a related field
  • 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 (including Excel, Outlook, and Teams)
  • Working knowledge of Adobe
  • General knowledge of databases
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The Company
125 Employees

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.

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