[Hiring] Account Manager @Church Pension Group Services Corporation

Role Description

The CIAC Account Manager is the primary contact with assigned customers in a region and will interact with clients virtually and in person. This role will work directly with customers to develop a risk management and insurance program which meets their unique needs and identifies needs which are not currently being met. The CIAC Account Manager 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. This role systematically develops prospects and acquires new customers using a consultative, value-based approach.

Working in conjunction with the SVP & GM and/or the VP Field Manager, the CIAC Account Manager will work in a subset of territories consisting of smaller dioceses/churches and later stage mid-size churches/dioceses. This role will work with regional VP’s to receive knowledge and/or specific introductions with the regional VP serving as a coordination resource.

Essential Duties and Responsibilities

• Develop and deliver oral and written presentations on insurance issues via attending vestry meetings, diocesan conventions, seminars, etc. to discuss property/liability.
• Identify risk management needs and ensure compliance with Episcopal Safety Program (ESP) risk recommendations via communication and any necessary follow-up with clients.
• Understand and be able to communicate any underwriting concerns.
• Obtain updated risk management details directly from clients via completion of renewal review; providing details to underwriting. Negotiate and get agreement on values.
• Verify and update MSB replacement cost calculations as needed.
• Market to Episcopal churches that are not currently insured with CIC.
• Upselling of current client base: Crime, Umbrella, Auto, Workers Compensation, International Travel.
• Contributes towards the team establishing benchmark retention goal of 97% of existing book.
• Complete all details for the property, general liability, crime, directors & officers, auto, workers compensation and umbrella that are required to obtain a quote.
• Present coverage offerings via phone, email and mail.
• System based reporting and forecasting retention, risk management and sales objectives.
• Must personally and proactively plan and accomplish assigned tasks and goals.
• Detailed knowledge and understanding of property and casualty products, services and policies.
• Proven use of agency system(s).

Qualifications

• Professional insurance or risk management designation(s) (CPCU, ARM) preferred; active involvement in professional development strongly encouraged.
• Highly organized and capable of handling a number of time sensitive and important issues simultaneously, with diplomacy and accuracy.
• Solid knowledge and understanding of functional terminology, guidelines and procedures as well as a solid knowledge of products, services and policies.
• Proven 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 transactions.
• Complete understanding of the need to achieve team goals in a “customer-focused” environment.
• Familiarity with the Episcopal Church preferred but not required.
• Willingness and ability to travel as necessary.
• Highly developed listening and communication skills – both written and oral.
• An empathetic, proactive, creative response to customer concerns and needs.

Requirements

• 6+ years of previous experience in a field structured organization providing direct client facing customer support acting as a liaison between customers and companies (preferred).
• Commercial lines Property & Casualty insurance experience, preferably in one or more core disciplines (e.g. underwriting, risk management marketing, claims) is desirable.
• Applicable state resident and non-resident agent license or obtain a license in a time frame established by the supervisor and the incumbent.
• BA/BS preferred. Combination of education and experience will be considered.

Physical Demands

• Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully.

Work Environment

• Professional Home Office. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.
• Some travel will be required. Travel conditions may vary.
• REMOTE POSITION, but may require some travel.
• The ideal candidate will reside in the Upper Midwest area (i.e. CO, IA, KS, MO or NE).

Benefits

• Flexible Benefits available to eligible employees:
  • Medical (including Vision)
  • Dental
• Core Benefits automatically provided to eligible employees:
  • Employer funded defined benefit pension plan (five year vesting)
  • Employee Life Insurance
  • Spouse and Dependent Life Insurance
  • Accidental Death and Dismemberment (AD&D) Insurance
  • Short-Term Disability (STD) coverage
  • Long-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)
  • Business Travel Accident Insurance
  • Worker’s Compensation
  • Employee Assistance Program
  • Retiree health insurance (eligible after 10 years)
  • Retiree life insurance
• Elective Benefits available to eligible employees:
  • 401(k) with matching contributions (immediate vesting)
  • Flexible Spending Accounts (FSAs)
  • Commuter Benefits
  • New York’s 529 College Savings Program (NY State residents)
  • Educational Assistance Program available to eligible employees
  • Parental Leave available to eligible employees
  • Time Off available to eligible employees: Vacation, Sick, Personal and Holidays
• You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.