Benefit Systems Account Manager

The Cason Group•Columbia, SC

13h•Hybrid

About The Position

The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services. 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 Account Manager, you will manage enrolling cases and maintain relationships as the direct contact for agents and group administrators during benefit system case installations.

Requirements

Bachelor’s Degree or equivalent experience in a related field
Strong attention to detail and accuracy along with compliance of deadlines while managing and prioritizing 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

Responsibilities

Develop and maintain relationships with advisors, group administrators, and TCG Sales Representatives in order to facilitate an excellent customer experience.
Identify and resolve concerns of advisors and group administrators.
Serve as go-to resource for internal Group Operations departments.
Manage and organize all aspects of case setup and online enrollment processes.
Work with Implementation Specialists to test system.
Conduct system demonstrations with Advisors and Group Administrators before each enrollment release period.
Debrief and train group administrators on navigating benefit system post-enrollment release-period.