Associate Account Services Representative

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.

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

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.

• Flexible hybrid work schedules and generous time-off opportunities
• 16 days PTO
• 10 paid holidays + 1 floating holiday
• Paid 4-week sabbatical after every 7 years of service

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

Confidential support through an Employee Assistance Program (EAP)

Choice of medical, dental, vision, voluntary life, and disability plans

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

• 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

Associate Account Services Representative

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: $40,000 - $45,000 annual salary (commensurate with directly applicable experience)
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.

• 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

• 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

• 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