Vice President Client Services (property & casualty ...

Description Department: Church Insurance Agency Corporation Job Type: Regular Full Time Education Level: BABS or combination of education and experience Required Years Experience: 10 Church Pension Group (CPG) is a financial services organization located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing.The Vice President Client Services is the Agency's chief marketing officer in a region. This position is the primary contact with all customers in that region, especially the large ones or those with complex risk management and insurance needs. The incumbent will work directly with customers to develop a risk management and insurance program which meets their unique needs and in that effort identifies needs which are not currently being met. Use of multiple providers and creative ways to assist clients are common at the local level.A genuine focus on customer needs by the Vice President Client Services is expected to produce very high customer retention, a steady growth in premium, and profitability for both the agency and our product partners. Each VP has clear and challenging goals for customer satisfaction and retention, overall premium growth, and profitability measures and is expected to meet them on an annual basis.The Vice President Client Services systematically develops prospects and acquires new customers using a consultative selling, value-based approach. They also direct the activities of one or several Field Assistants who support the client counseling, sales and service efforts of the VP. Territories covered: NC, SC, TN and VA ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.Develop, recommend, and execute short and long-term strategies and revenue expense plans which enable the Region to achieve its sales, quality-of-service, and profit objectives. Identify the risk management and insurance needs of customers and provide relevant, high value, creative solutions in a timely, supportive manner. Meet with all key accounts at least annually and become their trusted advisor. Develop and deliver oral and written presentations on risk management and insurance issues to individuals and to groups of up to 50 people. Direct and develop the small staff which supports regional marketing and service through coordinated planning; measurement and analysis of activities and results; product and sales training and coaching; and timely, objective performance feedback. Demonstrate understanding of relevant risk management and insurance issues and apply them creatively to assist clients. Thoroughly understand and be able to communicate the underwriting concerns of all product partners so that neither the customer nor the product partner is surprised or disappointed and so that a genuine "win-win", high-trust relationship operates. Independently develop new approaches to better serve market segments nationally and help other VP's to assimilate the information and skills learned for this market andor product "specialty". Attend vestry meetings, diocesan conventions, seminars, etc. to discuss propertyliability insurance and other insurance and any other insurance or product offered in the Region. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, andor ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Professional insurance or risk management designation(s) (CPCU, ARM) preferred; active involvement in professional development strongly encouragedExcellent verbal, written, interpersonal, and organizational skillsSolid knowledge and understanding of functional terminology, guidelines and procedures as well as a solid knowledge of products, services and policiesProven track record with regards to judgment used in the application of various criteria and procedures, the identification and investigation of discrepancies, the resolution of problems and the expeditious processing of all transactionsComplete understanding of the need to achieve team goals in a "customer-focused" environmentFamiliarity with the Episcopal Church preferred but not requiredWillingness and ability to travel very extensively - up to 70%Highly developed listening and communication skills - both written and oralAbility to make presentations to groups ranging from small to as many as 50An empathetic, proactive, creative response to customer concerns and needsAbility to independently manage time and tasks very efficiently and to direct the activities of support staff located at remote sites.EDUCATION andor EXPERIENCE BABS degree preferred; advanced degree helpful but not necessary. Combination of work and experience considered10 + years of experience in property & casualty insurance, preferably in several core disciplines (e.g. underwriting, marketing, claims) with at least two years of direct selling.PHYSICAL DEMANDS: Remote position that will require regular travel. Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of this position.*Anticipated travel: up to 70%WORK ENVIRONMENT: Professional Home Office and regular travel. Travel conditions may vary. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.Salary Range: $130,000- $143,000Join us and Create A Better Future For Yourself!Flexible Benefits available to eligible employees: Medical (including Vision)DentalSupplemental Dental Core Benefits automatically provided to eligible employees: Employer funded defined benefit pension plan (five year vesting)Employee Life InsuranceSpouse and Dependent Life InsuranceAccidental Death and Dismemberment (AD&D) InsuranceShort-Term Disability (STD) coverageLong-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)Business Travel Accident InsuranceWorker's CompensationEmployee Assistance ProgramRetiree health insurance (eligible after 10 years)Retiree life insuranceElective Benefits available to eligible employees: 401(k) with matching contributions (immediate vesting)Flexible Spending Accounts (FSAs)Commuter BenefitsNew York's 529 College Savings Program (NY State residents)Educational Assistance Program available to eligible employees MaternityPaternity Leave available to eligible employees Time Off available to eligible employees: Vacation, Sick, Personal and Holidays In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Please understand that, as a general policy, CPG does not sponsor visas. EOE: MinoritiesFemaleDisabilityVetSexual OrientationIf you are a CPG employee, please use your CPG email address when creating your profile to apply.

Created: 2025-02-17