Benefit Systems Associate Account Manager

The Cason Group • Columbia, SC

4d • 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 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.

Requirements

• Bachelor’s Degree or equivalent experience in a related field
• Strong attention to detail and accuracy
• 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)
• Working knowledge of Adobe
• General knowledge of databases

Responsibilities

• 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.
• 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.
• Serve as the go-to resource for internal Group Operations departments.
• Provide on-the-job training for new employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level