Group Associate Case Manager, New Business Submissions,

The Cason Group•Columbia, SC

6d•Hybrid

About The Position

The Group Benefits New Business Department provides case oversight and support by assuring completeness, accuracy, and timeliness of group application submissions to respective insurance carriers. As a Group Associate Case Manager, you will play a foundational role in the new business submission process by reviewing, preparing, and submitting group applications and supporting documentation. This role is designed for individuals looking to build knowledge in group benefits and underwriting processes while working closely with agents, carriers, and internal teams.

Requirements

Associate’s Degree or equivalent experience in the insurance industry
Ability to learn and retain detailed information of carriers’ underwriting guidelines, waiting periods, and other matters related to new case submission processes
Strong attention to detail and accuracy along with compliance of deadlines while maintaining a high degree of accuracy
Ability to work collaboratively and build cooperation with others
Excellent communication, interpersonal, and customer services skills; ability to secure support and cooperation with others
Proficiency in Microsoft Office (Outlook and Excel)
Knowledge of databases is desired

Responsibilities

Receive and review group insurance and tax documents for completeness
Determine group eligibility based on location, business type, group size, and coverage requested
Submit completed cases to carriers for underwriting approval
Enter and track case information
Facilitate communication between agents and underwriting to resolve questions and ensure timely progress
Apply carrier guidelines and deadlines
Use appropriate forms
Assist with census audits and affiliate submissions
Build strong relationships with agents and carrier partners