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: Raleigh, NC (preferred); Charlotte, NC; Columbia, SC
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
Whatsapp
