What are the responsibilities and job description for the Financial Services Operations Associate position at The Cason Group?
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: Operations Support Associate
Division: Financial Services
Location: Columbia, SC
Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training
Hiring Range: $39,000 - $45,000 annual salary (commensurate with directly applicable experience)
Commitment: 18-Month Commitment to The Cason Group
Our Financial Services Team works with Advisors to identify life, disability, and long-term care insurance solutions for clients risk management strategies. As an Operations Support Associate, you will play a key role in helping our Financial Services team run smoothly and efficiently by servicing in-force policies, coordinating advisor appointments, and supporting a variety of day-to-day tasks that keep the department moving forward.
What Our Operations Support Associate Does:
- Organize and Support: service in-force policies by assessing and synthesizing requests; provide accurate instructions, forms, and/or expectations to advisors; successfully complete service requests in a timely manner; assist with administrative duties regarding appointment and commissions requests; support the functions Associate Case Management, Case Design, and Underwriting as needed
- Consult and Collaborate: develop and maintain relationships with carrier representatives in order to understand best practices for effectively processing requests with carrier partners; follow-up with carriers to ensure timely processing of submitted paperwork
- Engage as Team Player: provide on-the-job training for new employees; update and prepare written procedures for internal team use
- Stay Current and Knowledgeable in Industry: Remain up-to-date on carrier processes; attend carrier seminars and trainings
What We Are Looking For:
- Strong attention to detail and accuracy along with compliance of deadlines while managing and prioritizing multiple tasks simultaneously
- Ability to grasp and retain significant details regarding carrier policies and products
- Excellent communication, interpersonal, teamwork, and customer services skills
- Proficiency in Microsoft Office (Outlook) and functional knowledge of database systems
- Demonstrated proficiency in all parts of the position within three months
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
Salary : $39,000 - $45,000
