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 or Charlotte, NC
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 and accuracy
- Ability to meet deadlines while managing and prioritizing multiple tasks
- Excellent communication, interpersonal, and customer service skills
- Ability to work effectively as part of a team
- Proficiency in Microsoft Office, including Excel, Outlook, and Teams
- Working knowledge of Adobe
- 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.
