Individual Medical Sales & Service Associate

The Cason Group • Columbia, SC

1d

About The Position

The Cason Group serves insurance professionals with sales and service solutions across Group Benefits, Individual Medical, and Financial Services. The Individual Medical team supports brokers and agents through business sales consultations. The Individual Medical Sales & Service Associate answers product questions, provides quotes, and services in-force policies. This full-time position is based in Columbia, South Carolina, and may be eligible for a hybrid work schedule after successful completion of training. The hiring range is $40,000–$46,000 annually, commensurate with directly applicable experience. The role requires a one-year commitment to The Cason Group.

Requirements

• Bachelor’s degree or equivalent experience in a related field.
• Strong attention to detail and accuracy in executing projects, with the ability to meet deadlines across varied deliverables.
• Excellent communication, interpersonal, and customer service skills.
• Ability to work well with others to secure their support and cooperation.
• Proficiency in Microsoft Office, specifically Outlook and Excel.
• General knowledge of database systems.

Responsibilities

• Support agents and HealthReach clients with policy questions and issues involving billing, enrollment, claims, and related matters.
• Assist brokers and representatives with new carrier appointments, transfers, and licensing questions.
• Review and submit paper applications to carriers.
• Enter new business and policy-related information accurately into the CRM database.
• Coordinate with agents, TCG enrollers, and HealthReach clients to obtain information needed to complete applications.
• Gather information about applications sent directly to carriers or enrolled through HealthReach and enter coverage details into the internal database system.
• Answer brokers’ and sales representatives’ questions about the sales and pre-sales process and quotes.
• Provide on-the-job training for new employees and prepare written procedures for internal use.
• Assist Individual Medical Sales Specialists with broker onboarding and appointments as needed.
• Attend carrier trainings and seminars.

Benefits

• Health, dental, vision, life, and disability insurance options.
• 401(k) retirement plan with company contribution.
• Paid time off, including vacation and holidays.
• Employee Assistance Program.
• Charitable matching.
• Paid community service time.

What This Job Offers

• Job Type: Full-time