Job Description
The Cason Group serves insurance professionals by delivering creative sales and service solutions. They are seeking a Group Sales Support Account Executive to work closely with Sales Representatives and broker partners, ensuring a smooth and effective sales process. Responsibilities Provide front line support for agent and carrier questions; consult and make informed recommendations to advisors on group coverage options; collaborate with Sales Reps throughout the pre-sale process; update Sales Reps on agents’ quote activity, potential sales opportunities, and any issues that arise Receive quote requests from Sales Reps or agents and prepare appropriate information for carriers; accurately and efficiently answer broker questions; follow up on outstanding quote requests and keep broker informed Utilize Monday.com, OneNote, and Salesforce to track workflow and maintain accurate, up-to-date information; produce updated spreadsheets for key agents and accounts Maintain knowledge of products; carriers; quoting requirements; group insurance underwriting and laws; commissions, licensing and appointment procedures; and Sales Reps’ guidelines for agent interaction; attend carrier seminars and trainings; participate in broker and group meetings with Sales Rep Skills Bachelor's Degree or equivalent experience in a related field Ability to multi-task and perform duties with a high attention to detail and deadlines Excellent communication and interpersonal skills as well as the ability to work in a team Competency in Microsoft Office products along with a knowledge of database systems Demonstrated proficiency of all parts of the position within four to six months 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 Company Overview The Cason Group is an insurance company that offers general insurance solutions. It was founded in 1991, and is headquartered in Columbia, South Carolina, USA, with a workforce of 201-500 employees. Its website is