Job Title: Data Systems Project Associate
Department/Division: Business Operations/Data Projects
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 - $50,000 annual salary (commensurate with directly applicable experience)
Commitment: Two-Year Commitment to The Cason Group
Our Business Operations Team works to support all facets of The Cason Group business operations with various projects, reporting, data-entry, and management of data systems.
As a Data Systems Project Associate, you will help improve company data systems, support accurate reporting, and serve as a resource for users through system updates and ongoing support.
What Our Data Systems Project Associate Does:
- Support and Improve Data Systems: Assist with implementing data system and reporting improvements; maintain knowledge of system capabilities and administrative functions within Salesforce, Agency Integrator, and Agency Works; serve as an internal resource for system setup, data updates, and restructuring; collaborate with vendor representatives to resolve system issues.
- Enable Accurate Reporting and Workflow Efficiency: Assist in producing daily, weekly, monthly, and ad hoc reports while supporting enhancements to reporting processes; ensure data accuracy through timely imports, updates, and adjustments.
- Train and Partner with Team Members: Support employee training on new system features; communicate technical information effectively; participate in committee work and assist leadership with additional tasks as needed.
What We Are Looking For:
- Bachelor's Degree or equivalent experience
- Familiarity with Salesforce and Agency Integrator
- Strong analytical, organizational, and prioritization skills
- Proficiency with Microsoft Excel, Outlook, and Word
- Strong written/oral communication skills
- Ability to work independently and collaboratively
- Preferred experience includes Salesforce Admin Certification and familiarity with database design or data entry
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
- Familiarity with Salesforce and Agency Integrator
- Strong analytical, organizational, and prioritization skills
- Proficiency with Microsoft Excel, Outlook, and Word
- Strong written and oral communication skills
- Ability to work independently and collaboratively
- Salesforce Admin Certification
- Familiarity with database design or data entry
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.
