Relationship Manager

Church Mutual Insurance Company, S.I. • Silver Spring Township, PA

3d • Onsite

About The Position

This role involves implementing and maintaining marketing efforts for programs offered through CM Regent, LLC. The Relationship Manager will perform general field activities, work cooperatively with various industry personnel and CM Regent staff, and assist in developing and maintaining a network of producers specializing in public school employee benefits. The position also supports the development and maintenance of educational seminars and provides guidance to clients, vendors, and insurance providers. A key responsibility includes maintaining a database for schools and producers.

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.

Responsibilities

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level