Benefits Counselor

The Cason Group • Raleigh, NC

2d • $44,000 - $47,000 • Onsite

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 Benefits Education Team provides enrollment services to employer groups. As a Benefits Counselor , you will consult with group employees to educate and explain relevant insurance coverage and benefit options.

Requirements

• Bachelors Degree or equivalent experience in a related field
• Valid state drivers license
• Insurance License (or the ability to obtain licensure within the first 60 Days)
• Excellent communication, interpersonal, and customer services skills as well as the ability to work well with others to secure their support and cooperation
• Proficiency in Microsoft Office Products including Excel, Outlook, Teams, and Word (and a desired knowledge of general database systems)
• Willingness to work a flexible schedule with occasional overtime and overnight travel to accommodate group employers schedules

Responsibilities

• Consult and Collaborate: work with clients in-person, via phone, and virtually to answer questions, explain plan options, and enroll in selected products
• Coordinate and Communicate: communicate regularly with manager to coordinate schedule and manage enrollments while working with Group Administrators and Advisors to plan on-site meetings
• Drive Results: meet and exceed defined metrics of success as set by Supervisor, Benefits Counselors and Director, Benefits Education
• Engage as Team Player: serve in sales call center as needed; provide on-the-job training for new employees
• Stay Current in Industry : Attend Carrier Seminars and Trainings

Benefits

• 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

What This Job Offers

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