Benefit Systems Associate Account Manager

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