Church Pension Group · 3 weeks ago
Vice President Client Services (Commercial lines Property & Casualty insurance)
California, United States
Full-time
Hybrid
Mid, Senior Level
$140K/yr - $140K/yr
7+ years expChurch Pension Group is a long-established organization providing property and casualty coverage for The Episcopal Church. The Vice President Client Services serves as the chief marketing officer in the region, focusing on customer needs and developing tailored risk management and insurance programs to enhance customer satisfaction and retention.
Financial Services
No H1B
Responsibilities
Develop, recommend, and execute short and long-term strategies and revenue expense plans which enable the Region to achieve its sales, quality-of-service, and profit objectives
Identify the risk management and insurance needs of customers and provide relevant, high value, creative solutions in a timely, supportive manner
Meet with all key accounts at least annually and become their trusted advisor
Develop and deliver oral and written presentations on risk management and insurance issues to individuals and to groups of up to 50 people
Demonstrate understanding of relevant risk management and insurance issues and apply them creatively to assist clients
Thoroughly understand and be able to communicate the underwriting concerns of all product partners so that neither the customer nor the product partner is surprised or disappointed and so that a genuine “win-win”, high-trust relationship operates
Independently develop new approaches to better serve market segments nationally and help other VP’s to assimilate the information and skills learned for this market and/or product “specialty”
Attend vestry meetings, diocesan conventions, seminars, etc. to discuss property/liability insurance and other insurance and any other insurance or product offered in the Region
Other related duties may be assigned
Qualification
Required
AA/AS or combination of education and experience
7 years of required experience
Willingness and ability to travel extensively – up to 70%
Highly developed listening and communication skills – both written and oral
Ability to make presentations to groups ranging from small to as many as 50
Ability to independently manage time and tasks efficiently and to direct the activities of support staff located at remote sites
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
Applicable state resident and non-resident agent license or obtain a license in a time frame established by the supervisor and the incumbent
Preferred
Professional insurance or risk management designation(s) (CPCU, ARM) preferred; active involvement in professional development strongly encouraged
Familiarity with the Episcopal Church preferred but not required
Prefer 7+ years' previous experience in a field structured organization providing direct client facing customer support acting as a liaison between customers and companies is preferred
Commercial lines Property & Casualty insurance experience, preferably in one or more core disciplines (e.g. underwriting, risk management marketing, claims) is desirable
AA or BA is desirable
Benefits
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
Company
Church Pension Group
The Church Pension Group (CPG), founded in 1917, provides retirement and healthcare benefits, property and casualty insurance, and publishing support for clergy, lay employees, and institutions serving The Episcopal Church.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mary Wold
CEO, President and Board Member
Recent News
Business Wire
2025-07-09
2025-06-25
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