Operations Support 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: Operations Support Associate
Division: Financial Services
Location: Columbia, SC
Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training
Hiring Range: $39,000 - $45,000 annual salary (commensurate with directly applicable experience)
Commitment: 18-Month Commitment to The Cason Group
Our Financial Services Team works with Advisors to identify life, disability, and long-term care insurance solutions for clients’ risk management strategies.
As an Operations Support Associate, you will play a key role in helping our Financial Services team run smoothly and efficiently by servicing in-force policies, coordinating advisor appointments, and supporting a variety of day-to-day tasks that keep the department moving forward.
What Our Operations Support Associate Does:
- Organize and Support: service in-force policies by assessing and synthesizing requests; provide accurate instructions, forms, and/or expectations to advisors; successfully complete service requests in a timely manner; assist with administrative duties regarding appointment and commissions requests; support the functions Associate Case Management, Case Design, and Underwriting as needed
- Consult and Collaborate: develop and maintain relationships with carrier representatives in order to understand best practices for effectively processing requests with carrier partners; follow-up with carriers to ensure timely processing of submitted paperwork
- Engage as Team Player: provide on-the-job training for new employees; update and prepare written procedures for internal team use
- Stay Current and Knowledgeable in Industry: Remain up-to-date on carrier processes; attend carrier seminars and trainings
What We Are Looking For:
- Strong attention to detail and accuracy along with compliance of deadlines while managing and prioritizing multiple tasks simultaneously
- Ability to grasp and retain significant details regarding carrier policies and products
- Excellent communication, interpersonal, teamwork, and customer services skills
- Proficiency in Microsoft Office (Outlook) and functional knowledge of database systems
- Demonstrated proficiency in all parts of the position within three 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