Vice President Client Services; Property & Casualty Insurance

Remote Position

For more than 90 years, The Church Insurance Companies have focused on providing The Episcopal Church broad, cost‑effective property and casualty coverage and unique risk management strategies and tools in a financially sustainable way.

REMOTE POSITION, involving 70% estimated travel. Upper Mid‑Atlantic region. The ideal candidate will live in DC, MD or PA.

The Vice President Client Services is the agency’s chief marketing officer in a region. They are the primary contact with all customers in that region, especially the large ones or those with complex risk management and insurance needs. They work directly with customers to develop a risk management and insurance program that meets their unique needs and in that effort identify needs which are not currently being met.

Use of multiple providers and creative ways to assist clients are common at the local level.

A genuine focus on customer needs by the Vice President Client Services is expected to produce very high customer retention, steady growth in premium, and profitability for both the agency and our product partners. Each VP has clear and challenging goals for customer satisfaction and retention, overall premium growth, and profitability measures and is expected to meet them on an annual basis.

The Vice President Client Services systematically develops prospects and acquires new customers using a consultative selling, value‑based approach. They also direct the activities of one or several Field Assistants who support the client counseling, sales and service efforts of the VP.

• Develop, recommend, and execute short and long‑term strategies and revenue‑expense plans that 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 VPs 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.

• Professional insurance or risk management designation(s) (CPCU, ARM) preferred; active involvement in professional development strongly encouraged.
• Highly organized and capable of handling a number of time‑sensitive and important issues simultaneously, with diplomacy and accuracy.
• 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. Familiarity with the Episcopal Church preferred but not required.
• 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. An empathetic, proactive, creative response to customer concerns and needs.
• Ability to independently manage time and tasks efficiently and to direct the activities…