Associate Relationship Manager (East)

Description Department: Benefits Relationship Management Job Type: Regular Full Time Education Level: BABS or combination of education and experience Required Years Experience: 3 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.Benefits Relationship Management (BRM) is responsible for relationship management with the institutions and individuals that CPG serves. To serve, support, and educate both B2B and B2C clients, BRM will maintain deep benefit knowledge and collaborate with partners at CPG and external faculty to create impactful points of connection with benefits clients (existing and prospective) so that all come to understand, access, and appreciate the products, programs and services we offer. The Associate Relationship Manager (East) will report to a Director of Relationship Management and be responsible for the day-to-day relationship and account management of dioceses, (including diocesan leadership), larger parishes (10 or more enrolled employees), and groups within a designated territory as well as serving as faculty for CPG events. The designated territory Includes: Province I (seven Episcopal dioceses of New England)Province II (six dioceses of the state of New York, two dioceses of the state of New Jersey, La Iglesia Episcopal en Cuba, l'glise piscopale d'Hati, Iglesia)Province III (thirteen Episcopal dioceses in the states of Delaware, Maryland, Pennsylvania, Virginia, and West Virginia, and the District of Columbia)Province IV (twenty dioceses in nine Southeastern states)*Spanish fluency highly preferredESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.Develop and maintain strong, trusting, and professional relationships with assigned clients for all benefit related products, so they come to experience and understand us as a consultative benefits partnerProvide consultative analysis and support to clients on benefits as well as CPG programs and services Serve as faculty for business to business, and business to client eventsDeliver administrator onboarding and education trainingProvide knowledge, service, and intervention to report, track, and resolve client issues and complex cases, escalating where appropriatePrepare for and provide pension overview and retirement preparedness conversationsIdentify, plan and design sales proposals and financial analysesAct as a conduit for insights (two-way from CPG out to clientschurch and from clientschurch to CPG)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.Ability to build strong, trusting, and consultative relationships with all levels of Church leadership Strategic thinking and consultative skillsProfessional demeanor to serve as a "face of CPG"Ability to understand and resolve complex issues and problemsAbility to communicate complex information in an understandable fashionAbility to learn and become fluent in CPG benefits products and services and Episcopal Church polityHighly effective verbal and written communication skillsAdvanced presentation and public speaking skillsSpanish fluency highly preferredEDUCATION andor EXPERIENCE BABS preferred. Combination of education and experience considered3+ yrs of experience in Account Management requiredExperience with benefit related products preferred (Pension, Health and Welfare)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 60%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: $67,000 - $82,000Join 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: 2025-01-10