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: Group Proposal & Renewal Specialist
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: $40,000 - $46,000 annually (commensurate with directly applicable experience)
Commitment: One-Year Commitment to The Cason Group
Our Group Benefits New Business Department provides case oversight and support by assuring completeness, accuracy, and timeliness of group application submissions to respective insurance carriers.
As a Proposal & Renewal Specialist, you will work with carrier partners to obtain monthly renewals; work with Account Executives and Sales Reps to gather group proposals and consolidate quotes into spreadsheets; and help ensure a smooth and effective quoting and renewal process for groups.
What Our Proposal & renewal Specialists Do:
- Organize and Maintain: Pull renewals from carrier databases and load to internal drives; update internal databases with current renewal information to ensure accuracy; save all completed quotes obtained into the internal database system and consolidate proposals into spreadsheets for Account Executives; stay up to date on quoting changes/requirements and follow up on outstanding quotes to remain within the expected turnaround times.
- Engage as a Team Player: Work closely with Account Executives to provide outstanding quotes to each team member and update them on any issues during the quoting process; receive quote requests from Sales and Sales Support teams, gather necessary information for quotes, and work with carrier partners to produce accurate group proposals; assist in training for new employees
- Stay Current in Industry: Maintain a current knowledge of products, carriers, quoting requirements and guidelines, rates and rating procedures, group insurance installation and underwriting procedures, group insurance law, commissions, licensing, and appointment procedures.
What We Are Looking For:
- Bachelor’s Degree or high school diplomas with two years of professional experience
- 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 as well as the ability to work well as part of a team
- Familiarity and comfort operating in Microsoft Office (especially Outlook); knowledge of general databases
- Demonstrated proficiency in the role within two-four months
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
- Alternatively, a high school diploma with two years of professional experience
- 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
- Familiarity and comfort operating Microsoft Office, especially Outlook
- Knowledge of general databases
- Demonstrated proficiency in the role within two to four months
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.
