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Job Title : VP - Investor Relations

FLSA Status : Exempt

Department : Executive

Location : Corporate Office (Fort Wayne, IN)

JOB SUMMARY

Responsible for providing strategic leadership for the company by working with the Chairman and President, Board of Directors, Senior Vice President and Treasurer, and fellow Executive Team members to establish long-range goals, strategies, plans, budgets, and policies. The Vice President of Investor Relations is also responsible for effectively communicating the financial results and direction of the enterprise to internal and external stakeholders

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Serve as a strategic advisor to the Chairman and President, Senior Vice President and Treasurer, Board of Directors and company leaders with respect to devising comprehensive strategies to attract and retain investors (surplus note holders and / or debt holders) ensuring accurate and timely communication of financial results, business updates, and market insights.
• Evaluate new and emerging trends, opportunities, threats and company alternatives and initiatives in regards to managing and growing the enterprise surplus. This includes focusing on long term trends and outlook, competitive intelligence, identifying strategic investor targets for recruiting new investors (funding / financing) while developing and providing new investment opportunities for organizations to invest in the enterprise.
• Exemplify the corporate mission and core competencies expected of an officer of Brotherhood Mutual.
• Connect with company agents, key accounts, and prospects to build relationships and to convey information about trends, company philosophy and product / service information to these constituents.
• Speak on behalf of the Senior Vice President and Treasurer when he is absent and assist the president with any projects that he desires to have strategic and operational expertise provided.
• Execute the corporate strategy of Invested Entities by working collaboratively with other Executive Team members and ensuring the strategy is communicated to all within the Brotherhood Mutual enterprise. Ensure strategic actions are completed at various levels to achieve desired results and that employees are aligned with the company’s mission and values. Serve as one of the Company’s allotted Director of the Invested Entities board.
• Assist the senior vice president and treasurer with company operational functions including but not limited to strategic planning, departmental and company budgets, and personnel succession planning.
• Participate on internal investment committee and investment committee of the Board of Directors, and as necessary, participate with the VP - Chief Investment Officer to provide oversight to the in-house fixed income portfolio, in-house managed equity portfolio, outside managed equity portfolios and in establishing desired goals of the investment portfolio.
• Responsible for financial reporting to the AM Best Company, the Kroll Bond Rating Association, reinsurers, investors (surplus note holders and / or debt holders) and regulators on a regular basis and approve reports prior to release to the public.
• Devise comprehensive strategies to manage appropriate levels of BCAR and RBC.
• Manage the reinsurance program for the Company. Including negotiation of placement and renewal of the reinsurance program, developing relationship with reinsurance partners, evaluating reinsurance treaty limits and coverages to effectively manage corporate insurance risk, and executing reinsurance agreements.
• In collaboration with the investment committee chairman, Senior Vice President and Treasurer and the VP-Chief Investment Officer establish the agendas for investment committee of the Board of Directors.
• Ensure that staffing is kept at appropriate levels and qualifications to meet the emerging and strategic needs of the organization, including the use of alternative staffing methods for augmentation where appropriate.
• Chair the Reinsurance Committee and a Member of the Pension, Operating, Planning, Audit, Investment and Donations Committees.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

The requirements listed below are representative of the knowledge, skills, and / or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND / OR EXPERIENCE

Terms and Conditions

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.