Group Sales Support Account Executive

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