Education Account Coordinator

Career Opportunities with The Cason Group

A great place to work.

Current job opportunities are posted here as they become available.

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: Benefits Education Account Coordinator

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

Hiring Range: $43,000-$55,800 annually plus an additional $15,000-$20,000 in annual bonus incentives

Commitment: Two-Year Commitment to The Cason Group

Our Benefits Education Team provides enrollment services to employer groups. As an Account Coordinator
, you will coordinate details of the group enrollment process to ensure company standards are met and drive revenue while cultivating inforce books of business to grow revenue on existing accounts.

• Consult and Collaborate: cultivate broker, client, and sales rep relationships that instill trust and rapport; advise brokers and clients on enrollment and pre-communication strategies; work with Pre-communications team to deliver pre-communications to employees; collect and distribute materials for Benefits Counselors to educate and enroll employees
• Coordinate and Communicate: coordinate with Supervisor of Benefits Counselors to schedule enrollments; communicate expectations for enrollment conditions and staffing; facilitate Benefit Communication and System training calls with benefit counselors; maintain communication with brokers, clients, benefits counselors, and sales reps throughout the enrollment process
• Drive Results: actively pursue reenrollment opportunities to drive revenue through existing policies and new product lines; meet monthly, quarterly, and annual sales goals and enrollment revenue targets
• Stay Current and Knowledgeable in Industry: attend carrier seminars and trainings

• Bachelor’s Degree or equivalent experience in a related field
• Insurance License (or the ability to obtain licensure within the first 60 Days)
• Excellent communication, interpersonal, and customer services skills as well as the ability to work well with others to secure their support and cooperation
• Proficiency in Microsoft Office Products including Excel, Outlook, Teams, and Word (and a desired knowledge of general database systems)
• Willingness to work a flexible schedule with occasional overtime

• 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