Benefits Education Enrollment Support Coordinator
The Cason Group•Columbia, SC
•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 Benefits Education Team provides enrollment services to employer groups. As an Enrollment Support Coordinator, you will coordinate the administrative and operational details of the group enrollment process to ensure company standards are met while supporting accurate reporting, system readiness, and seamless enrollment experience for clients, counselors, and internal teams.
Requirements
- Bachelor’s degree or equivalent experience in a related field
- Strong organizational skills with the ability to multitask, manage deadlines, and maintain a high attention to detail
- Excellent interpersonal, verbal, and written communication skills with the ability to work well in a team-based environment
- Proficiency in Microsoft Office products including Outlook and Excel, with experience using database or CRM systems
Responsibilities
- Coordinate and Schedule Enrollments: Manage new and re-enrollment cases by utilizing staffing and calendaring software to schedule enrollment support; proactively manage the enrollment calendar in partnership with Account Coordinators to confirm system readiness; monitor appointment availability and employee sign-up sheets; provide real-time support through call center chat by answering questions or routing employees to the appropriate enrollers or coordinators; collect and distribute training materials to ensure Benefits Counselors are prepared to enroll
- Support Reporting and Data Accuracy: Utilize CRM systems to create case details from intake forms, summarize engagement metrics, enter re-enrollment results, report enrollment and re-enrollment revenue in a timely manner, and perform audits to ensure accuracy of Benefits Education solutions, enrollment data, and funding received
- Communicate and Collaborate Across Teams: Maintain clear communication with Account Coordinators, Benefits Counselors, and internal teams throughout the enrollment process; provide administrative and operational support to the Benefits Education team; and assist with additional tasks or projects as requested by leadership to support organizational goals
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
