Group Sales Support Account Executive

The Cason Group; Raleigh; Hybrid; CAD 64,000 - 74,000; Full time

Job summary

A leading insurance firm seeks a Group Sales Support Account Executive for their Raleigh location. In this role, you will collaborate with agents and Sales Reps to streamline the sales process and ensure effective communication. Applicants should possess a Bachelor's degree or equivalent experience, alongside strong attention to detail and excellent interpersonal skills. Benefits include comprehensive health coverage, a 401K plan, and paid time off. This is a Full-Time role potentially eligible for hybrid work after training.

Benefits

Health, Dental, Vision, Life insurance options

401K Retirement Plan

Paid Time Off

Employee Assistance Program

Charitable Matching

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong attention to detail and ability to meet deadlines.
• Proven ability to collaborate and communicate effectively.

Responsibilities

• Support agents and carriers by answering queries.
• Generate quotes and maintain up-to-date information in databases.
• Coordinate with Sales Reps for necessary information.

Skills

Excellent communication skills

Interpersonal skills

Detail-oriented

Multi-tasking ability

Education

Bachelor’s Degree or equivalent experience

Tools

Microsoft Office

Salesforce

Monday.com

OneNote

Job description

Career Opportunities with The Cason Group

A great place to work.

Careers At The Cason Group

Current job opportunities are posted here as they become available.

The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services.

Job Title: Group Sales Support Account Executive

Location: Columbia, SC (preferred) or Raleigh, NC

Type: Full-Time; may be eligible for hybrid work schedule at completion of training

Hiring Salary: $46,500 - $53,000 annual salary and is commensurate with direct industry experience

Commitment: Two-Year Commitment to The Cason Group

Our Group Sales Support team works closely with Sales Representatives, broker partners, and carrier contacts to help ensure a smooth and effective experience with excellent service through the group sales process. As an Account Executive, you will work in coordination with designated Sales Reps to gather quotes on all size groups, provide spreadsheet comparisons on key accounts, and consult on group products and TCG services with our broker and carrier partners to help provide an excellent sales experience.

What Our Account Executives Do:

• Consult and Collaborate: provide front line support for agent and carrier questions; consult and make informed recommendations to advisors on group coverage options; collaborate with Sales Reps throughout the pre-sale process; update Sales Reps on agents’ quote activity, potential sales opportunities, and any issues that arise
• Coordinate and Communicate: receive quote requests from Sales Reps or agents and prepare appropriate information for carriers; accurately and efficiently answer broker questions; follow up on outstanding quote requests and keep broker informed
• Synchronize Databases: utilize Monday.com, OneNote, and Salesforce to track workflow and maintain accurate, up-to-date information; produce updated spreadsheets for key agents and accounts
• Stay Current in Industry: maintain knowledge of products; carriers; quoting requirements; group insurance underwriting and laws; commissions, licensing and appointment procedures; and Sales Reps’ guidelines for agent interaction; attend carrier seminars and trainings; participate in broker and group meetings with Sales Rep

What We Are Looking For:

• Bachelor’s Degree or equivalent experience in a related field
• Ability to multi-task and perform duties with a high attention to detail and deadlines
• Excellent communication and interpersonal skills as well as the ability to work in a team
• Competency in Microsoft Office products along with a knowledge of database systems
• Demonstrated proficiency of all parts of the position within four to six months

Why You Should Work With Us:

• 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