New Business Associate Case Manager

The Cason Group; Columbia (SC); Hybrid; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401K retirement plan

Paid time off

Employee assistance program

Charitable matching

Paid community service time

Job summary

The Cason Group in Columbia, SC is seeking a Group Associate Case Manager to oversee new business submissions. You will review, prepare, and submit group applications and supporting documents, working closely with agents, carriers, and internal teams to ensure completeness and timely processing.

This full-time role offers a hybrid work option after training, a salary range of $40,000 to $45,000, and benefits including health, dental, vision, life, disability, a 401(k) plan, PTO, and professional

Qualifications

• Associate’s Degree or equivalent experience in the insurance industry.
• Learn and retain underwriting guidelines, waiting periods, and submission processes.
• Attention to detail and meet deadlines with high accuracy.
• Collaborate with agents, carriers and internal teams.
• Excellent communication and customer service skills.
• Proficiency in Microsoft Office; databases knowledge desired.

Responsibilities

• Review and prepare group insurance and tax documents for completeness; determine eligibility.
• Submit and coordinate cases to carriers for underwriting approval; track information and facilitate communications.
• Ensure accuracy, apply carrier guidelines and deadlines, assist with census audits and affiliate submissions, build relationships.

Skills

Attention to detail

Communication skills

Team collaboration

Customer service

Education

Associate’s Degree or equivalent experience in the insurance industry

Tools

Microsoft Office (Outlook and Excel)

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 Associate Case Manager, New Business Submissions
Division: Group Benefits
Location: Columbia, SC
Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training
Hiring Range: $40,000 - $45,000 annual salary (commensurate with directly applicable experience)
Commitment: One-Year Commitment to The Cason Group

Our Group Benefits New Business Department provides case oversight and support by assuring completeness, accuracy, and timeliness of group application submissions to respective insurance carriers.
As a Group Associate Case Manager, you will play a foundational role in the new business submission process by reviewing, preparing, and submitting group applications and supporting documentation. This role is designed for individuals looking to build knowledge in group benefits and underwriting processes while working closely with agents, carriers, and internal teams.

What Our Group Associate Case Managers Do:

• Review and Prepare: Receive and review group insurance and tax documents for completeness; determine group eligibility based on location, business type, group size, and coverage requested
• Submit and Coordinate: Submit completed cases to carriers for underwriting approval; enter and track case information while facilitating communication between agents and underwriting to resolve questions and ensure timely progress
• Ensure Accuracy and Support the Process: Apply carrier guidelines and deadlines, use appropriate forms, assist with census audits and affiliate submissions, and build strong relationships with agents and carrier partners

What We Are Looking For:

• Associate’s Degree or equivalent experience in the insurance industry
• Ability to learn and retain detailed information of carriers’ underwriting guidelines, waiting periods, and other matters related to new case submission processes
• Strong attention to detail and accuracy along with compliance of deadlines while maintaining a high degree of accuracy
• Ability to work collaboratively and build cooperation with others
• Excellent communication, interpersonal, and customer services skills; ability to secure support and cooperation with others
• Proficiency in Microsoft Office (Outlook and Excel); knowledge of databases is desired

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