Benefit Systems Associate Account Manager

The Cason Group; United States; Hybrid; USD 42,000 - 52,000; Full time

Job summary

The Cason Group is seeking a Benefit Systems Associate Account Manager to support enrollment technology and client onboarding within the Group Benefits division. You will manage enrolled cases and coordinate with agents and group administrators during initial benefit system installations.

Responsibilities include coordinating setup, distributing information to relevant departments, monitoring progress with advisors, and performing system demonstrations as needed.

Qualifications

• Bachelors Degree or equivalent experience in a related field.
• Strong attention to detail and accuracy with deadlines while managing multiple tasks.
• Excellent communication, interpersonal and customer services skills.
• Ability to work well as part of a team.
• Proficiency in Microsoft Office including Excel, Outlook and Teams; knowledge of Adobe and databases.

Responsibilities

• Coordinate and communicate 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 departments.
• Monitor and communicate progress to advisors and group administrators throughout the installation process; demonstrate and assess system tests with Implementation Specialist.
• Perform system demonstrations with advisors and group administrators prior to release to ensure proper system functionality for clients.
• Engage as a team player; serve as the go-to resource for internal departments; provide training for new employees.

Skills

Communication skills

Team player

Attention to detail

Customer service

Multitasking

Microsoft Office proficiency

Education

Bachelor's Degree or equivalent

Tools

Excel

Outlook

Teams

Adobe

Databases

Job description

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

Benefit Systems Associate Account Manager

Division

Group Benefits

Location

Columbia SC or Charlotte NC

Type

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

Hiring Range

42000 52000 annual salary and is commensurate with directly applicable experience andor direct industry experience

Commitment

Commitment Two Year Commitment to The Cason Group

Team

Our Benefit Systems Team works with Benefits Advisors to provide fast enrollment technology that is custom tailored simple and user friendly for clients

Role Overview

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 processDemonstrate 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

• Bachelors 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