Benefits Counselor

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 Counselor

Division: Group Benefits

Location: Columbia, SC; Charlotte, NC; Raleigh, NC; Atlanta, GA: Nashville, TN; or Knoxville, TN

Type: Full-Time; Significant Travel (average 3-6 overnights/month and daily onsite trips 2-5 days/month; increasing significantly in the 4th Quarter of the year)

Hiring Range: $44,000-$47,000 base salary plus bonus incentives (Total Compensation Range: $50,000-$57,000)

Commitment: Two-Year Commitment to The Cason Group

Our Benefits Education Team provides enrollment services to employer groups. As a Benefits Counselor, you will consult with group employees to educate and explain relevant insurance coverage and benefit options.

What Our Benefits Counselors Do:

• Consult and Collaborate: work with clients in-person, via phone, and virtually to answer questions, explain plan options, and enroll in selected products
• Coordinate and Communicate: communicate regularly with manager to coordinate schedule and manage enrollments while working with Group Administrators and Advisors to plan on-site meetings
• Drive Results: meet and exceed defined metrics of success as set by Supervisor, Benefits Counselors and Director, Benefits Education
• Engage as Team Player: serve in sales call center as needed; provide on-the-job training for new employees
• Stay Current in Industry: Attend Carrier Seminars and Trainings

What We Are Looking For:

• Bachelor’s Degree or equivalent experience in a related field
• Valid state driver’s license
• 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 and overnight travel to accommodate group employers’ schedules

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