What are the responsibilities and job description for the Associate Relationship Manager (West) position at Church Pension Group Services Corporation?
Description
Department : Benefits Relationship Management
Job Type : Regular Full Time
Education Level : BA / BS 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 (West) 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 VI (nine dioceses, diocese of Colorado, Iowa, Minnesota, Montana, Nebraska, North Dakota, South Dakota, and Wyoming)
Province VII (twelve diocese, dioceses of Arkansas, Dallas, Kansas, Northwest Texas, Oklahoma, Rio Grande, Texas, West Missouri, West Texas, Western Kansas, and Western Louisiana)
Province VIII (nineteen diocese, dioceses of Alaska, Arizona, California, Eastern Oregon, El Camino Real, Hawaii, Idaho, Los Angeles, Navajoland, Nevada, Northern California, Olympia, San Diego, San Joaquin, Spokane, Utah, and Western Oregon)
ESSENTIAL 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 partner
- Provide 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 events
- Deliver administrator onboarding and education training
- Provide knowledge, service, and intervention to report, track, and resolve client issues and complex cases, escalating where appropriate
- Prepare for and provide pension overview and retirement preparedness conversations
- Identify, plan and design sales proposals and financial analyses
- Act as a conduit for insights (two-way from CPG out to clients / church and from clients / church 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, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and / or EXPERIENCE
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.
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 - $82,000
Join us and Create A Better Future For Yourself!
Flexible Benefits available to eligible employees :
Core Benefits automatically provided to eligible employees :
Elective Benefits available to eligible employees :
Educational Assistance Program available to eligible employees
Maternity / Paternity 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 : Minorities / Female / Disability / Vet / Sexual Orientation
If you are a CPG employee, please use your CPG email address when creating your profile to apply.
Salary : $67,000 - $82,000
