Church Pension Group · 19 hours ago
Vice President Client Services (Property & Casualty Insurance)
Church Pension Group has been providing cost-effective property and casualty coverage for The Episcopal Church for over 90 years. The Vice President Client Services will serve as the chief marketing officer for the agency in a designated region, focusing on customer needs and developing tailored risk management and insurance solutions.
Financial Services
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 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
Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully
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
Medical (including Vision)
Dental
Supplemental Dental
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
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.
Funding
Current Stage
Growth StageRecent News
Business Wire
2025-07-09
2025-06-25
Company data provided by crunchbase