Reporting and Data Associate

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:  Reporting and Data Associate

Division:  Infrastructure

Location: Columbia, SC

Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training

Hiring Range: $40,000 - $46,000 annual salary (commensurate with directly applicable experience)

Commitment: Two-Year Commitment to The Cason Group

Our Business Operations Team works to support all facets of The Cason Group (TCG) business operations with various projects, reporting, data-entry, and management of data systems. 

As a Reporting and Data Associate, you will maintain TCG data systems while coordinating the creation and distribution of identified key reports.

What Our Reporting and Data Associates Do: 

• Coordinate and Communicate: Serve as the main point of contact for internal users of various databases (including SalesForce, Agency Integrator, and Monday.com) to manage new user set up, data updates via import, and restructuring of data as needed; contact appropriate vendor representatives for system-specific troubleshooting/questions; assist in planning and implementation of systems improvement projects
• Maintain and Manage Reports: Maintain knowledge of the reporting capabilities and basic administrative functions of various database systems; ensure routine reports are created, accurate, and distributed in a timely manner; serve as the point-person for one-off reporting requests
• Engage as Team Player: Provide training for employees on use of relevant functions of various database systems

What We Are Looking For:

• Bachelor’s Degree or equivalent experience in a related field
• Preferred experience with generating reports from databases and data entry
• Strong attention to detail and accuracy along with the ability to meet deadlines while managing and prioritizing multiple tasks simultaneously
• Excellent communication with the ability to communicate technical information effectively to coworkers 
• Proficiency in Microsoft Excel (specifically with formula/calculation functions) and overall general technology proficiency

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