5/19/17: Account Specialist – Western U.S. Region – Telecommuter

What are you looking for?
Account Specialist – Western U.S. – Telecommuter
What’s the name of your church or organization?
Church Pension Group
What do you want this person to do?
Position Description

Church Pension Group’s business plan includes an integrated benefits account management strategy that incorporates a “single point of contact” account executive relationship management structure and a strong consultative sales strategy with voluntary groups (Episcopal institutions – Camps/Conference Centers, Social Service Agencies, Retirement Communities, and other entities subject to the authority of the Episcopal Church).

CPG’s core values of Professionalism, Compassion, and Trustworthiness weave consistency throughout the organization and are essential qualities for its employees.

To that end, it is the responsibility of the Account Specialist – Western U.S. Region to build and maintain strong, trusting relationships and provide comprehensive high levels of service to Episcopal dioceses, parishes and institutions to:

Retain business;
Understand clients’ benefits needs;
Ensure a revenue base that drives economies of scale by driving business development in health, group life, disability, and pension products with non-mandated Episcopal entities; and
Continue CPG’s strategy to mandated organizations related to denominational health plan and lay employee pensions.

In addition, the incumbent will build and maintain strong, trusting relationships with CPG’s benefit businesses to ensure continued expanded participation in CPG’s benefit products and programs and fulfill General Convention mandates. The incumbent also has direct responsibility for working as an active member of the IBAMS team.

The incumbent will be required to travel up to 60% for corporate/collegial meetings, for marketing and promotional opportunities, and for meetings with clients.
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.

Results oriented individual who will focus on identifying customer needs in order to develop and deliver high level account management in the professional manner consistent with the our workplace core values of Professional, Compassionate, and Trustworthy.
Knowledge of the polity of the Episcopal Church and the ability to work with all levels of its hierarchy.
Detail oriented analyst capable of determining and executing actions to achieve results.
Ability to work independently when necessary while possessing a clear understanding of work-team dynamics and modeling high level team behavior.
Effective communication skills (both verbal and written) that convey competency, compassion and energy as well as highly developed listening skills.
Demonstrates an empathetic, proactive, creative response to business problems, client concerns and the needs of colleagues and staff.
Ability to plan and design sales proposals/financial analyses.
A collegial and collaborative working style is required to facilitate key working relationships with all clients:
External: All levels of the hierarchy of the Episcopal Church – bishops, diocesan administrators, group administrators, diocesan leadership, church leadership, voluntary group leadership
Internal: CPG Leadership, IBAMS Leadership/Team, Client Services, Benefits Policy, Benefits Delivery, Finance, Legal, ITS, and Human Resources, etc.
Must have reasonable access to major airport within Provinces 5,6,7 or 8 of the Episcopal Church.
Bilingual – English/Spanish preferred.


A minimum of eight years of experience in 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.


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, with CPG provided equipment, including computer, printer, internet service, router, and telephone.

What type of commitment are you looking for?
Full time
Does this job pay?
What is the application process?
Apply online using the following link to access the job posting:
Is there a link to the job posting or application somewhere?
Do you have a website?