Vice President Domestic Relationship Management

New York, NY
Type: Clergy or Lay
Posted Dec 10, 2021
Job Title
Vice President Domestic Relationship Management
Name of church or organization
Church Pension Group
Address
New York, NY
Job Description
Church Pension Group (CPG) is a financial firm 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.

Integrated Benefits Account Management & Services (IBAMS) relationship model supports CPG’s institutional relationships by providing Episcopal bishops, diocesan, parish and institutional leaders with the information and support they need to understand, administer, champion, and appreciate the full range of benefits-related products, programs, and services available through CPG.

The Vice President- Domestic Relationship Management will lead, manage, and develop the team of relationship management professionals that serves the domestic dioceses of the Episcopal Church.  The incumbent must be able to understand and effectively communicate CPG’s product offerings, fiduciary duties, and its overall strategic plan to various constituencies around the Church. They must be able to build and maintain strong relationships around CPG and the Church. They must be a critical thinker and a problem solver who can add value to various CPG project teams and working groups. This incumbent will represent CPG with the institutions it serves and bring institutional insights back to CPG so it can continue to evolve to meet ever changing needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Create and maintain an account management plan that is scalable and agile for changing business needs
  • Oversee the ongoing activities of the domestic Account Management (AM) team, including team configuration, recruiting, professional development, and issue escalation support
  • Develop and maintain expertise regarding CPG’s full range of products, services, programs, and resources
  • Support CPG’s strategic plan by providing professional, compassionate and trustworthy support of clients and peers
  • Communicate with confidence at the highest ecclesiastical and administrative levels around the Church
  • Collaborate across CPG to execute on business priorities and respond to client issues
    • Serve as subject matter expert as it relates to B2B client needs and account management
    • Share expert client insights and make sure they are used to inform CPG’s work
    • Consult with colleagues in the evaluation, development, and deployment of new or modified domestic benefit products, programs, products and services
  • Provide service, support, and intervention to resolve complex cases
  • Ensure a consistent revenue base through business retention and business development and assist with the sales strategy for CPG’s health, dental, pension, group life and disability products
  • Support organizational compliance with General Convention mandates (i.e. the Denominational Health Plan and Lay Pension System)
  • Accountable for account management team goals, deliverables, various project timelines, and cost center budget
  • Support the Office of the Chief Executive Officer and Church Relations in proactively managing relationships with key domestic church leaders
  • Lead or participate in special projects as assigned
  • Maintain a high level of focus on personal and staff professional development and key organizational health initiatives
  • Continually explore and adapt to the changing landscape of leadership drivers (i.e. Authentic Leadership, Emotional Intelligence)
  • Ensure broad understanding of Diversity, Equity, and Inclusion dynamics

 

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty with excellence.  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.

 

  • Expertise interacting with professionalism and building strong relationships at all levels, including executive levels as well as the ability to coach others to do same
  • Ability to understand and anticipate client needs, translating them into actionable strategies
  • Strong leadership capabilities and the ability to work independently and with a team
  • Highly developed communication and organizational skills
  • Familiarity with the polity of the Episcopal Church and an understanding of the nuances of each domestic entity; possessing the ability to work with all levels of its hierarchy using a collegial and collaborative working style to facilitate key relationships
  • Results oriented individual who will focus on identifying customer needs in order to develop and deliver high level account management in a professional manner
  • Possessing energy, focus, assertiveness, strategic thinking and diplomacy
  • Action oriented with strong analytical, critical thinking, and problem-solving skills
  • Demonstrates an empathetic, proactive, creative response to business problems, client concerns, and the needs of colleagues and staff
  • Ability to envision financial analyses necessary to support consultative model
  • Must have valid driver’s license and reasonable access to major airport

EDUCATION and/or EXPERIENCE

  • 10+yrs of experience in leadership, account management, and customer relations required
  • Administration of diocesan and/or group employee benefits desired
  • An understanding of the Episcopal Church strongly desired
  • BA\BS or combination of experience and education required. Concentration in Business Administration, Finance, or Communications preferred

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job

  • Professional office environment when in the CPG corporate office in New York City, and with clients in their work environments or on sales calls
  • Home office environment

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

We are currently in a work from home posture expecting to return to office in February 2022.  We are evaluating options for flexibility at this time.

Type of Commitment
Full Time
Does this job pay?
Yes
Link to the job posting or application
https://app.jobvite.com/j?cj=ozSLhfwd&s=Episcopal_Digital_Network
Website
https://www.cpg.org/