Relationship Manager (East)

Department: Benefits Relationship Management

Job Type: Regular Full Time

Education Level: BA/BS or combination of education and experience

Required Years Experience: 5

REMOTE Position

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 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’Église Épiscopale d’Haïti, 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 preferred

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.

• Ability to build strong, trusting, and consultative relationships with all levels of Church leadership
• Strategic thinking and consultative skills
• Professional demeanor to serve as a “face of CPG”
• Ability to understand and resolve complex issues and problems
• Ability to communicate complex information in an understandable fashion
• Ability to learn and become fluent in CPG benefits products and services and Episcopal Church polity
• Highly effective verbal and written communication skills
• Advanced presentation and public speaking skills
• Spanish fluency highly preferred

EDUCATION and/or EXPERIENCE

• BA/BS preferred. Combination of education and experience considered
• 5+ yrs of experience in Account Management required
• Experience 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: $76,000 – $91,000

Join us and Create A Better Future For Yourself!

Flexible Benefits available to eligible employees:

• Medical (including Vision)
• Dental
• Supplemental 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

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.