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Serve as liaison between advisors, clients, and carriers to investigate claims, resolve service issues, update insurance changes, record interactions, meet daily task completion targets, attend carrier trainings, and provide internal support and training.

Provide account service support to advisors and clients by investigating inquiries, liaising with carriers, recording interactions, resolving claims and billing issues, meeting daily task metrics, training staff, and staying current with industry regulations and carrier trainings.

Support and improve company data systems (Salesforce, Agency Integrator, Agency Works), produce routine and ad hoc reports, ensure data accuracy via imports/updates, train and support users, collaborate with vendors, and assist leadership on related business operations tasks.

Work with independent agents, brokers, and carriers to sell life, disability, and long-term care solutions. Build and maintain relationships, support sales calls and training, evaluate agent effectiveness, exceed sales goals, obtain required insurance licensures, and represent the company professionally.

Provide day-to-day integration and enrollment support for group benefits platforms: assist with 834 open enrollment tasks, manage system updates, support implementations during peak periods, resolve basic enrollment discrepancies, communicate with agents, carriers, and internal teams, and complete required trainings and exams.

Process and reconcile premium, override, and commission payments; enter payments into Salesforce; manage admin inbox and enrollment tracking; respond to internal inquiries; maintain process documentation and training materials.

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.

Sell group benefits and related insurance products to agents, brokers, and carriers within assigned Texas territory. Build and maintain carrier and agent relationships, deliver presentations and training, support enrollments, meet sales targets, and maintain required insurance licensure and professional certifications. Travel and occasional evening/weekend work required.

12–18 month Rep Development Program training candidates to become Sales Representatives. Trainees learn TCG operations and sales-support tasks, coordinate with sales reps, obtain Life and Health insurance licensure, meet performance metrics and certifications, deliver sales presentations, and may relocate after training. Role requires client communication, use of Microsoft Office and databases, travel, and a three-year commitment.

Invitation to join The Cason Group Talent Community for candidates aligned with company values. Members receive updates on openings; candidates should commit 18–24 months to their role. Contact [email protected] with questions.