Benefit Systems Associate Client Relationship Manager

Posted Yesterday
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Columbia, SC, USA
In-Office
45K-65K Annually
Entry level
Insurance • Financial Services
The Role
Manage employer benefit administration accounts and relationships with advisors and group administrators. Coordinate case setup, online enrollment, documentation, system testing and demonstrations, support renewals and post-renewal changes, and collaborate cross-functionally to ensure accurate benefit system implementations.
Summary Generated by Built In

Job Title: Benefit Systems Associate Client Relationship Manager
Division: Group Benefits
Location: Columbia, SC
Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training
Hiring Range: $45,000 - $65,000 annual salary (commensurate with directly applicable experience)
Commitment: Two-Year Commitment to The Cason Group

Our Benefit Systems Team works with insurance advisors’ employer clients to custom-build benefit administration platforms. As an Associate Client Relationship Manager, you will be responsible for managing cases enrolled and serviced through benefit enrollment systems, including managing and maintaining relationships with agents and group administrators.

What Our Associate Client Relationship Manager Does:

  • Collaborate and Support: Develop and maintain strong relationships with TCG Sales Representatives while partnering with them to consult advisors on case dynamics. Work with dedicated clientele, including key national agency accounts and large employer groups, while proactively problem-solving to provide solutions when issues arise. Serve as a consistent point of contact for assigned Benefit Systems accounts and appropriately prioritize workload based on urgency.
  • Organize and Coordinate: Coordinate and manage Benefit Systems accounts by communicating directly with advisors and group administrators and overseeing all aspects of case setup and online enrollment. Ensure all required information is collected and distributed to the appropriate internal departments while monitoring progress throughout installation. Maintain accurate documentation and updates within Monday.com, collaborate with Implementation Specialists to test enrollment systems for accuracy, and conduct system demonstrations with advisors or group administrators prior to enrollment release as needed.
  • Engage as a Team Player: Support renewals and re-enrollments by communicating directly with agents and groups and coordinating with Account Executives on inforce lines of business. Work closely with internal departments to ensure system updates reflect product changes or additions and assist with post-renewal employee changes as needed. Serve as a go-to resource for internal Group Operations teams and provide on-the-job training for new employees or participate in internal committees as assigned.

What We Are Looking For:

  • Bachelor’s degree or equivalent experience in a related field.
  • Strong ability to manage multiple tasks with a high level of attention to detail and deadlines.
  • Excellent interpersonal, oral, and written communication skills with the ability to work effectively in a team environment.
  • Proficiency with computers and business systems, including email, databases, Excel, and Adobe products.
  • Ability to become proficient in all aspects of the role within 9-12 months.
  • Commitment to a two-year tenure with The Cason Group.

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
  • Strong ability to manage multiple tasks with high attention to detail and deadlines
  • Excellent interpersonal, oral, and written communication skills and teamwork ability
  • Proficiency with computers and business systems (email, databases, Excel, Adobe products)
  • Experience using Monday.com for documentation and tracking
  • Ability to become proficient in all aspects of the role within 9-12 months
  • Commitment to a two-year tenure with The Cason Group
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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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