Job Descriptions
Candidate Recruitment and Development
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Maintain a current active candidate and prospect list, and coordinate with Membership-Roster Chair to be sure mailing lists are updated annually
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Understand and stay current with CPCU and IIA programs
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Attract new candidates and encourage existing candidates to continue in their pursuit of the CPCU designation
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Maintain accurate records of candidate recruitment and development activity during the year
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Promote the Society's candidate membership
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Able to make insurance presentation promoting the industry at job fairs or local schools (college and high school)
Chapter Historian
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Assimilate chapter documents
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Organize/maintain chapter records and compile reports for chapter leadership
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Serve as curator of relevant chapter records for posterity
Chapter Mentor Program
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Mentor provides a short biography and statement on why you want to be a mentor
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Mentee selects and contacts the mentor that they want to work with
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Mentor and mentee talk together about the mentee's past experiences, goals, plans, and skills along with the mentor's career path
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Mentor provides coaching, licensing, advice, sounding board reactions, or other help in an unstructured, casual manner
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Mentor uses networking contacts to help mentee meet with Subject Matter Experts that may help mentee learn more about additional career opportunities
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Follow up with the mentee to see if their needs have been met
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Answer mentee's additional questions or set them up with additional contacts as needed
Community Goodworks
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Coordinate chapter food drives during I-Day luncheon and selected other meetings throughout the year
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Looks for ways to involve chapter in charitable community events
Education
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Ensure a variety of professional education programs are available to the membership
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Knowledgeable of CPCU and AICPCU websites
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Arrange or assist in arranging CPCU workshops
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Knowledge of process required to contact area states for CE accredtation
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Relay education/workshop information to chapter
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Work with area companies on education programs
Information Technology and Webmaster
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Serve as liaison to national for providing information for web site
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Establish procedures to coordinate with the chapter board on posting information
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Update and maintain the chapter website
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Research and make recommendations on links to other organizations' web sites
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Able to assist at chapter meetings for audio/video presentation needs
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Attend CPCU Web Training offered by National Society
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Research and development of advanced web technology (e.g.: e-commerce/on line payment applications, membership surveys-applications, structural improvements such as improved layout, organization and graphics-photos, identifying and applying best web site practices)
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Maintain security administration (Log-ons and passwords)
Membership - Roster
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Maintains chapter roster information and coordinates with National to keep data up to date
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Sends out all electronic communications to chapter
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Welcomes new designees and new members to the chapter, which includes sending them the roster and the most recent chapter announcement
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Assist board in maintaining active participation of all current chapter members
New Designee (Immediate Past-Present)
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Maintain the chapter roster of new designees
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Distribute information and serve as contact point for questions from new designees
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Serve as liaison between the chapter and the national new designee task force
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I-Day responsibilities: Contact new designees in June/July to make an initial invitation to local conferement and note that they will be our guest and can bring a guest, Send New Designees a written invitation in September to I-Day, Welcome new designees at I-Day and outline the ceremony and provide guidance during ceremony
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Encourage new designees to attend meetings and become active members of the chapter
Public Relations
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Puts ad in local newspaper in the spring/summer announcing the new chapter officers/board for the following chapter year
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Puts recognition ad in local newspaper before I-Day (i.e. Oct/Nov) for new designees
