Proposal & Renewals Specialist

The Cason Group; Charlotte (NC); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401K Retirement Plan

Job summary

The Cason Group in Charlotte NC or Columbia SC is seeking a Proposal & Renewal Specialist within Group Benefits. You will coordinate renewals, compile group proposals, and support Account Executives with timely quotes and renewals.

Training leads to a hybrid schedule after completion, with a yearly salary target of $40,000–$46,000. Ideal candidates have a high school diploma or Bachelor’s degree and at least two years of professional experience, strong attention to detail, and excellent

Qualifications

• Bachelor's degree or high school diploma with two years of professional experience.
• Strong attention to detail and accuracy along with ability to meet deadlines while multitasking.
• Excellent communication, interpersonal and customer service skills; ability to work well in a team.
• Proficiency in Microsoft Office, especially Outlook; familiarity with databases.

Responsibilities

• Organize and maintain renewals from carrier databases and load to internal drives.
• Update internal databases with current renewal information to ensure accuracy.
• Save all completed quotes into the internal database and consolidate proposals for Account Executives.
• Stay up to date on quoting changes and follow up on outstanding quotes to meet turnaround times.
• Collaborate with Account Executives to provide outstanding quotes and update on issues during quoting processes; assist in training new employees.
• Stay current in industry knowledge of products, carriers, quoting requirements, and guidelines.

Skills

Communication

Customer service

Teamwork

Attention to detail

Education

Bachelor's degree

High school diploma

Tools

Microsoft Office

Outlook

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 Proposal & Renewal Specialist 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 40000 46000 annually 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 Proposal & Renewal Specialist you will work with carrier partners to obtain monthly renewals; work with Account Executives and Sales Reps to gather group proposals and consolidate quotes into spreadsheets; and help ensure a smooth and effective quoting and renewal process for groups

What Our Proposal & renewal Specialists Do

• Organize and Maintain Pull renewals from carrier databases and load to internal drives;
• update internal databases with current renewal information to ensure accuracy;
• save all completed quotes obtained into the internal database system and consolidate proposals into spreadsheets for Account Executives;
• stay up to date on quoting changesrequirements and follow up on outstanding quotes to remain within the expected turnaround times
• Engage as a Team Player Work closely with Account Executives to provide outstanding quotes to each team member and update them on any issues during the quoting process; receive quote requests from Sales and Sales Support teams gather necessary information for quotes and work with carrier partners to produce accurate group proposals; assist in training for new employees
• Stay Current in Industry Maintain a current knowledge of products carriers quoting requirements and guidelines rates and rating procedures group insurance installation and underwriting procedures group insurance law commissions licensing and appointment procedures

What We Are Looking For

Bachelors Degree or high school diplomas with two years of professional experienceStrong attention to detail and accuracy along with compliance of deadlines while managing and prioritize multiple tasks simultaneouslyExcellent communication interpersonal and customer services skills as well as the ability to work well as part of a teamFamiliarity and comfort operating in Microsoft Office especially Outlook; knowledge of general databasesDemonstrated proficiency in the role within two four months

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