Benefit Systems Associate Account Manager

The Cason Group; Charlotte, Northern (NC, KY); Hybrid; USD 42.000 - 52.000; Vollzeit

Zusammenfassung

The Cason Group in the United States is seeking a Benefits Systems Associate Account Manager to manage enrolled cases and maintain relationships with agents and group administrators during initial benefit system installations.

You will coordinate enrollment, conduct system tests with Implementation Specialists, and provide on-the-job training for new team members. This full-time role offers a hybrid work schedule after training and a starting salary in the 42k–52k range.

Qualifikationen

• Bachelor’s Degree or equivalent experience in a related field.
• Strong attention to detail and accuracy along with deadlines while managing and prioritizing multiple tasks.
• Excellent communication, interpersonal, and customer services skills.
• Ability to work well as part of a team.
• Demonstrated proficiency in all parts of position within 9-12 months.

Aufgaben

• Coordinate and Communicate: coordinate all aspects of initial case setup and online enrollment processes; ensure all relevant information is obtained from the advisor and the employee group information is distributed to the appropriate TCG departments; monitor and communicate progress to advisors and group administrators throughout the installation process
• Demonstrate and Assess: conduct system tests with Implementation Specialist to verify accuracy; perform system demonstrations with advisors and group administrators as needed prior to release to ensure proper system functionality for clients
• Engage as a Team Player: Serves as the go-to resource for internal Group Operations departments; provide on-the-job training for new employees

Kenntnisse

Strong communication

Attention to detail

Team player

Customer service

Multitasking

Ausbildung

Bachelor’s Degree

Tools

Microsoft Office (Excel, Outlook, Teams)

Adobe

Databases

Jobbeschreibung

A Career with Purpose, Growth, and Impact

At The Cason Group, we believe in more than just doing great work—we believe in doing meaningful work that supports, uplifts, and challenges people to grow personally, professionally, and spiritually. If you’re seeking an encouraging environment where excellence meets integrity and where your talents are developed and celebrated, we invite you to explore a career with us.

Initial interviews are general meetings to allow the applicant to learn more about The Cason Group. Subsequent interviews, if any, will focus on a particular position that we are seeking to fill. It is customary for applicants to have several interviews before being offered a position on our team. Review our Interview Processes to learn more.

Whether or not we have a position open at the moment, we are always happy to meet people who would be a good fit as part of our company culture.

If you’re looking for more than just a job — if you’re looking for a place to belong, contribute, and grow — The Cason Groupmight be the right fit for you.

Who We Are

Our Purpose
The Cason Group exists to provide a platform for employees to serve, be challenged and be a light in the marketplace.

Our Mission
We serve insurance professionals by delivering creative sales and service solutions that exceed expectations.

We are a people-first company, shaped by a spirit of generosity, excellence, and genuine care for our team and community.

Work-Life Balance
Flexiblehybrid work schedulesand generoustime-off opportunities
– 16 days PTO
– 10 paid holidays + 1 floating holiday
– Paid 4-week sabbaticalafter every 7 years of service

Employee-Centric Approach
Our culture fosters collaboration, trust, and opportunities to grow—because when our people thrive, our clients benefit.

Mental Wellness
Confidential support through anEmployee Assistance Program (EAP)

Physical Health
Choice of medical, dental, vision, voluntary life, and disability plans

Spiritual Growth
– Charitable gift matching
– Paid volunteer time
– Company-wide contributions to causes that matter

Financial Security
– 401(k) planwith company contributions
– Annual bonusesfor full-time team members

Learning & Development

We believe in equipping our people to succeed at every stage of their journey.
– Onboarding + TCG University
– Mentorship programs
– On-demand training resources
– Internal talent advising
– Leadership development through our Highly Effective Supervisors program

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

Location: Columbia, SC or Charlotte, NC

Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training

Hiring Range: $42,000 - $52,000 annual salary and is commensurate with directly applicable experience and/or direct industry experience

Commitment: Two-Year Commitment to The Cason Group

Our Benefit Systems Team works with Benefits Advisors to provide fast enrollment technology that is custom-tailored, simple, and user-friendly for clients. As a Benefit Systems Associate Account Manager, you will manage enrolled cases and maintain relationships with agents and group administrators during the initial set-up of benefit system case installations.

What Our Associate Account Managers Do:

• Coordinate and Communicate: coordinate all aspects of initial case setup and online enrollment processes; ensure all relevant information is obtained from the advisor and the employee group information is distributed to the appropriate TCG departments; monitor and communicate progress to advisors and group administrators throughout the installation process
• Demonstrate and Assess: conduct system tests with Implementation Specialist to verify accuracy; perform system demonstrations with advisors and group administrators as needed prior to release to ensure proper system functionality for clients
• Engage as a Team Player: Serves as the go-to resource for internal Group Operations departments; provide on-the-job training for new employees

What We Are Looking For:

• Bachelor’s Degree or equivalent experience in a related field
• Strong attention to detail and accuracy along with compliance of deadlines while managing and prioritize multiple tasks simultaneously
• Excellent communication, interpersonal, and customer services skills
• Ability to work well as part of a team
• Demonstrated proficiency in all parts of position within 9-12 months
• Proficiency in Microsoft Office (including Excel, Outlook, and Teams) as well as working knowledge of Adobe and general knowledge of databases