Account Services Representative, Associate

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: Associate Account Services Representative

Division: Group Services

Location: Columbia, SC

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

Hiring Range: $36,000 - $40,000 annual salary

Commitment: Two-Year Commitment to The Cason Group

Our Account Services Team works with Advisors and their clients to update qualifying changes of insurance, investigate claims and appeals, and resolve concerns.

As an Associate Account Services Representative, you will add value to Advisors’ relationships with The Cason Group by providing solutions, solving problems, and proactively anticipating advisors’ and their clients’ needs.

What Our Associate Account Services Reps Do:

• Investigate and Communicate: respond to all advisor inquiries on matters of insurance coverage requirements and products, including carrier regulations, legal concerns, COBRA regulations, carrier billings, insurance claims, and Benefit System related issues; record detailed interactions with all agents, group administrators, marketing representatives, and carriers in internal database system
• Consult and Collaborate: serve as the liaison between the advisor and carrier to ensure timely and accurate information is provided for both parties
• Engage as Team Player: build positive working relationships with internal staff by serving as an in-house team resource; proactively provide solutions to Advisors’ problems; inform Manager of escalated Advisor issues; provide training for new staff
• Manage and Complete Significant Tasks: complete a daily determined number of tasks and follow-ups at a minimum rate of 95%
• Stay Current and Knowledgeable in Industry: Attend carrier seminars and trainings

What We Are Looking For:

• Bachelor’s Degree or equivalent experience in a related field
• Working knowledge of COBRA regulations is helpful (not required)
• Excellent communication, interpersonal, and customer services skills
• Proficiency in Microsoft (Excel, Outlook, Teams, Word); knowledge of database
• Demonstrated proficiency in all parts of position within 4-6 months

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