Relationship Manager - Employee Benefits

About the role

This position will be located in Eastern Pennsylvania and the ideal candidate would be located in that area and have employee benefits sales experience. The role will focus primarily on the employee benefits products offered by Church Mutual.

Responsibilities

• Implement and maintain the marketing efforts of programs offered through CM Regent, LLC.
• Perform general field activities, including visiting school district personnel, attending school board meetings and functions, and visiting producers.
• Work cooperatively with consultants, insurance carriers, administrators, and other insurance industry personnel as well as CM Regent staff.
• Ensure the effective development and delivery of all employee benefits programs and maintain and increase production.
• Assist in the development and maintenance of a network of producers who specialize in public school employee benefits products.
• Assist in the development, implementation, and maintenance of educational seminar/workshop programs supporting the employee benefit programs and products of CM Regent.
• Provide assistance and guidance to clients, vendors, and insurance providers regarding any specialized or administrative procedures of CM Regent regarding the employee benefits programs.
• Maintain the database for schools and producers to record visitation and the purpose of the visitation, including any necessary follow-up.

Requirements

• Bachelor's degree or 3-5 years of related work experience in insurance and/or sales.
• Pennsylvania insurance licenses for Accident and Health, Life and Fixed Annuities, and Property and Casualty.
• Proficient skills in Microsoft Word, Excel, PowerPoint, and Access.
• Strong written and oral interpersonal communication skills.
• Strong organizational, time management, and project management skills with ability to manage multiple priorities successfully.
• Demonstrated accuracy and attention to detail.
• Effective customer service and presentation/public speaking skills with the ability to interact professionally with members, Board, vendors, and staff.
• Ability to work with highly confidential information.