Benefit Systems Associate Account Manager

The Cason Group; Columbia (SC); Hybrid; USD 42,000 - 52,000; Full time

Job summary

The Cason Group is hiring a Benefit Systems Associate Account Manager to support enrollment and setup processes for clients in the Columbia, SC or Charlotte, NC area. You will manage initial case installations, coordinate with agents, and ensure a smooth enrollment experience.

The role emphasizes attention to detail, strong communication, and the ability to work with a team. Training leads to proficiency within 9–12 months, with potential for hybrid work after completion of training.

Qualifications

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

Responsibilities

• Coordinate all aspects of initial case setup and online enrollment processes; monitor progress to advisors and group administrators.
• Conduct system tests with Implementation Specialist to verify accuracy; demonstrate system functionality for clients.
• Serve as the go-to resource for internal Group Operations departments; provide on-the-job training for new employees.

Skills

Attention to detail

Communication

Customer service

Teamwork

Time management

Problem solving

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office

Excel

Outlook

Teams

Adobe

Databases

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.

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