Business Operations, Data Systems Project Associate

A Career with Purpose, Growth, and Impact

At The Cason Group, we believe in more than just doing great work—we believe in doing meaningful work that supports, uplifts, and challenges people to grow personally, professionally, and spiritually. If you’re seeking an encouraging environment where excellence meets integrity and where your talents are developed and celebrated, we invite you to explore a career with us.

Initial interviews are general meetings to allow the applicant to learn more about The Cason Group. Subsequent interviews, if any, will focus on a particular position that we are seeking to fill. It is customary for applicants to have several interviews before being offered a position on our team. Review our Interview Processes to learn more.

Whether or not we have a position open at the moment, we are always happy to meet people who would be a good fit as part of our company culture. Submit your Application to our Talent Community below if you’d like to be kept in the loop about future opportunities.

If you’re looking for more than just a job — if you’re looking for a place to belong, contribute, and grow — The Cason Group might be the right fit for you.

Our Purpose The Cason Group exists to provide a platform for employees to serve, be challenged and be a light in the marketplace.

Our Mission We serve insurance professionals by delivering creative sales and service solutions that exceed expectations.

We are a people-first company, shaped by a spirit of generosity, excellence, and genuine care for our team and community.

Work-Life Balance Flexible hybrid work schedules and generoustime-off opportunities

• 16 days PTO
• 10 paid holidays + 1 floating holiday
• Paid 4-week sabbatical after every 7 years of service

Employee-Centric Approach Our culture fosters collaboration, trust, and opportunities to grow—because when our people thrive, our clients benefit.

Mental Wellness Confidential support through an Employee Assistance Program (EAP).

Physical Health Choice of medical, dental, vision, voluntary life, and disability plans.

Spiritual Growth

• Charitable gift matching
• Paid volunteer time
• Company-wide contributions to causes that matter

Financial Security

• 401(k) plan with company contributions, annual bonuses for full-time team members

We believe in equipping our people to succeed at every stage of their journey.

• Onboarding + TCG University
• Mentorship programs
• On-demand training resources
• Internal talent advising
• Leadership development through our Highly Effective Supervisors program

Business Operations, Data Systems Project Associate

Job Title: Data Systems Project Associate
Department/Division: Business Operations/Data Projects
Location: Columbia, SC
Type: Full-Time;
May be eligible for hybrid work schedule after successful completion of training
Hiring Range: $42,000 - $50,000 annual salary (commensurate with directly applicable experience)
Commitment: Two-Year Commitment to The Cason Group

Our Business Operations Team works to support all facets of The Cason Group business operations with various projects, reporting, data-entry, and management of data systems.

As a Data Systems Project Associate
, you will help improve company data systems, support accurate reporting, and serve as a resource for users through system updates and ongoing support.

What Our Data Systems Project Associate Does:

• Support and Improve Data Systems: A ssist with implementing data system and reporting improvements; maintain knowledge of system capabilities and administrative functions within Salesforce, Agency Integrator, and Agency Works; serve as an internal resource for system setup, data updates, and restructuring; collaborate with vendor representatives to resolve system issues.
• Enable Accurate Reporting and Workflow Efficiency: A ssist in producing daily, weekly, monthly, and ad hoc reports while supporting enhancements to reporting processes; ensure data accuracy through timely imports, updates, and adjustments.
• Train and Partner with Team Members: S upport employee training on new system features; communicate technical information effectively; participate in committee work and assist leadership with additional tasks as needed.

What We Are Looking For:

• Bachelor's Degree or equivalent experience
• Familiarity with Salesforce and Agency Integrator
• Strong analytical, organizational, and prioritization skills
• Proficiency with Microsoft Excel, Outlook, and Word
• Ability to work independently and collaboratively
• Preferred experience includes Salesforce Admin Certification and familiarity with database design or data entry

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