New Business Associate Case Manager

The Cason Group; United States; 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 for New Business Submissions. You will review and prepare group insurance documents, determine eligibility, and coordinate submissions to carriers to support underwriting.

The role emphasizes attention to detail, strong communication, and collaboration with agents and underwriting. Associates degree or equivalent experience is required; proficiency in MS Office (Outlook and Excel) is expected, with databases a plus.

Qualifications

• Associates Degree or equivalent experience in the insurance industry.
• Ability to learn and retain detailed information of carriers underwriting guidelines.
• Strong attention to detail and accuracy with deadlines.
• Ability to work collaboratively with others and communicate effectively.

Responsibilities

• Review and prepare group insurance documents for completeness.
• Submit completed cases to carriers for underwriting approval and track progress.
• Coordinate communication between agents and underwriting to resolve questions.
• Assist with census audits and affiliate submissions with accuracy.
• Ensure completeness, timeliness and accuracy of submissions.

Skills

MS Office

Excel

Outlook

Attention to detail

Interpersonal skills

Customer service

Collaboration

Education

Associates Degree or equivalent experience

Tools

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 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 40000 45000 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

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 requestedSubmit 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 progressEnsure 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

Associates Degree or equivalent experience in the insurance industryAbility to learn and retain detailed information of carriers underwriting guidelines waiting periods and other matters related to new case submission processesStrong attention to detail and accuracy along with compliance of deadlines while maintaining a high degree of accuracyAbility to work collaboratively and build cooperation with othersExcellent communication interpersonal and customer services skills; ability to secure support and cooperation with othersProficiency 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 options401K Retirement Plan with company contributionPaid Time Off vacation and holidaysEmployee Assistance ProgramCharitable Matching and Paid Community Service Time