Account Specialist

East Coast U.S. Region
Type: Lay
Posted Aug 13, 2018
Job Title
Account Specialist – East Coast U.S. Region
Name of church or organization
Church Pension Group Services Corporation
Job Location
East Coast Region – East Coast Telecommuter or New York, NY based
Job Description
Position Description

Church Pension Group’s account relationship model provides Episcopal dioceses, parishes and other organizations with informed, dedicated support in understanding and accessing the full range of benefits-related products, programs and services available to them. The incumbent must be proactive in assessing and managing the information and service needs of various employer groups and must be collaborative in working with peers around CPG to respond to the benefits needs of these employers within the context of CPG’s mission.

The ultimate goal of the Account Specialist – Voluntary & International Account Services role is to build and maintain strong, trusting and professional relationships with employer leadership so they come to experience and understand us as a consultative benefits partner within the context of our mission and fiduciary responsibility to support them. The incumbent must understand and adapt to the diversity of supported client segments and effectively communicate CPG’s vision, business model, mission and strategy to all clients. The success of this role will be measured in terms of client retention and universal respect. Success also will be measured with reference to client satisfaction scores and other feedback collected from those we serve.

The incumbent will be responsible for the Eastern U.S. region from Portland, Maine to Miami, Florida.

The incumbent will be required to travel up to 60% of the time.

This is a telecommuter position for candidates located in the East Coast region but outside of the New York Metro area. Incumbent residing in the New York Metro area will be required report to the New York office in midtown Manhattan when not traveling for business.

Position Requirements


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 ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience with insight-driven decision making.

Track-record of success in client outreach, client service and/or account management.

Ability to work at all levels of an organization. A collegial and collaborative working style is required to facilitate key working relationships with all external and internal clients.

Ability to successfully work independently and with a team.

Detail oriented analyst capable of determining and executing actions to achieve results.

Ability to plan and design sales proposals and financial analyses.

Familiarity with the polity of the Episcopal Church and an understanding of the nuances of each domestic entity preferred.

Highly professional demeanor.

Strong written and verbal skills.

Excellent presentation skills.

Strong organizational skills.

Proficient computer skills.

Valid Driver’s License.

Willingness to travel extensively – up to 60% of the time.

Bilingual – English/Spanish or English/French fluency highly desirable but not required.

A minimum of eight years of experience in account management and/or customer relations required. Experience in employee benefits account management and/or customer relations preferred.

Administration of diocesan and/or group employee benefits desired.

BA\BS or combination of experience and education.

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

Type of commitment
  • Full time
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Application Process
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