New Business Associate Case Manager

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The Cason Group
  • Finance
  • FullTime

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 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 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 partnersWhat 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 desiredWhy 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