CAMICO is a CPA-owned and directed company that provides CPAs with insurance, and practice and risk management services that address their evolving needs.



5 Pillars Of The CAMICO Culture

Service

Service

We are a team that is committed to supporting each other with a positive attitude.

Passion

Passion

We embrace our responsibility to strive for excellence with determination, courage, and pride.



Fun

Fun

We encourage employees to step out of their silos, engage, and mingle with other departments in an enjoyable setting.

Respect

Respect

CAMICO supports a culture where all employees maintain and demonstrate mutual respect for the value and contributions of their peers.



Communication

Communication

Transparent internal communication establishes a mutual understanding between all employees so that our individual objectives are aligned with our company goals.



Why Work at CAMICO



Open Opportunities at CAMICO


Job Title: Loss Prevention Specialist I
Department: Loss Prevention
SUMMARY:
The Loss Prevention Specialist I will provide risk management support to policyholders primarily through the Loss Prevention Hotline and e-mail. This position will work closely with and provide support to other CAMICO departments including, but not limited to, Marketing/Communications, Claims, and Underwriting. The Loss Prevention Specialist will assist with the development and implementation of Loss Prevention educational programs; identify and develop proactive risk management tools; build and support external resources; and write and contribute to articles for CAMICO’s newsletter and other publications. Counseling policyholders in a variety of practice and risk management areas will require the individual to (a) have passed the Uniform Certified Public Accountant Examination and to have practiced in public accounting for a minimum of two (2) years or (b) have practiced in public accounting for three (3) years.

This position has high exposure to CAMICO's policyholders, agents and external resources and some travel is required. Must have the ability to succeed in a fast-paced environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Provide risk management advice in response to inquiries received by phone and email.
• Stay current with national and regional trends impacting public accounting and formulate suitable responses to related risk management implications.
• Assist with the delivery of presentations on risk management and other topics of interest to CPAs in public practice.
• Participate in the development, implementation, and quality control review of risk management training programs for policyholders and agents.
• Consult as needed with other CAMICO Departments and CAMICO agents.
• Assist with projects as assigned.


SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.

COMPETENCIES:

This position requires demonstrated skill and ability in the following competencies:
• Action Oriented
• Customer (Policyholder) Focus
• Integrity and Trust
• Interpersonal Savvy
• Good Communication Skills
        o Listening
        o Oral Communication
        o Written Communication
• Highly Organized
• Quick Learner
• Good Time Management Skills
• Self-Starter - Able to Work Independently


QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individual must be flexible and maintain composure in difficult situations and must work well as part of a team.

EDUCATION and/or EXPERIENCE:
Bachelor's degree (B.A. or B.S.) from four-year college or university. Certified Public Accountant or has passed the CPA exam and who has practiced in public accounting for a minimum of two (2) years or other equivalent experience or an individual who has practiced in public accounting for three (3) years.

LANGUAGE SKILLS:
Strong communication and organization skills and excellent analytical skills are required. Ability to read, analyze, and interpret professional literature including, but not limited to, regulatory/professional standards and other professional guidance. Ability to write risk management articles, reports, business correspondence, and other documents as required. Presentation skills are also strongly recommended.

MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.

REASONING ABILITY:
Ability to demonstrate sound judgment (i.e.: recognize and define issues, collect data, identify facts, and draw valid conclusions). Ability to apply common sense understanding to carry out instructions furnished in written, oral, and diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

DESIRABLE SUPPLEMENTAL EXPERIENCE/CREDENTIALS
Additional credentials and/or experience that would be beneficial include those related to fraud or forensics (e.g., CFE or CFF), information technology (CITP), financial planning (“PFS”), valuation (e.g., ABV or CVA), cybersecurity, servicing cannabis clients, and having performed Service Organization Control (“SOC”) engagements.

CERTIFICATES, LICENSES, REGISTRATIONS:
A CPA certification is preferred.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk and listen. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and depth perception. Anticipated travel requirements limited to 10%.

WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Apply for Loss Prevention Specialist I and II using the link below:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=84713763-8e66-4e68-ab74-e29ced8a76eb&ccId=19000101_000001&jobId=415557&lang=en_US&source=CC4


Job Title: Communications Manager
Department: Marketing and Communications
Reports To:Marketing Project Manager
SUMMARY:
This position works with the Marketing Project Manager and collaborates with Company staff members on internal and external communications to a variety of audiences. Candidate needs to have excellent organizational and written/oral communication skills, be a self-starter who takes initiative and executes on deadline-driven tasks and duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
• Manage and produce corporate communications, CAMICO's external e-newsletter (IMPACT) and internal employee newsletter (The Bottom Line), and assist marketing/sales team with brand content and marketing collateral pieces
o Oversee content of all external mass communications. Ability to articulate complex issues or ambiguous content into clear messages for targeted audience. Establish and work with internal and external content experts. Learn about the CPA profession and accountant’s professional liability insurance.
o Draft company press releases, co-ordinate approval process, schedule distribution to media.
o Facilitate editorial development meetings with an executive editorial group to develop an editorial outline for each IMPACT. Research, interview, write, copy-edit, and proofread content (articles, position papers, case studies/war stories, announcements, etc.) and other corporate communications or marketing/sales pieces. Work with Marketing team on review/approval of IMPACT email and posting of documents on Member Site.
o Produce content and coordinate production with graphic artist for The Bottom Line to help connect and recognize employees, promotions, achievements; highlight different departments and individual staff members; help promote CAMICO events.
o Support Marketing team members with prospect, policyholder, agent and Society-related communications, resources and collateral pieces.

• Manage annual Operation Report – within strict timeline
o Interview Chairman and President and draft their messages; draft financial review with the Finance department; coordinate all other content.
o Working with Marketing Team members, manage revisions, review proof layouts, obtain stakeholder approvals; finalize and post report on website by deadline date.
o Craft annual meeting notice and nominee bios, coordinate reviews, approvals and mailing to policyholders.
• Manage CAMICO's media relations under the direction of the Marketing Project Manager
o Collaborate with CPA trade journal editors, state CPA society publication editors, and others to provide timely and current articles and tips for CPA publications and websites.
o Serve as liaison with public relations agencies, write articles or supervise authors and freelancers when necessary, email editors and State Societies to pitch CAMICO articles and tips, and, when necessary, act as the company spokesperson.
o Liaise with media contacts and accounting industry professionals to increase CAMICO brand exposure in state and national media avenues,

• Manage CAMICO's social media channels
o Implement on social media strategy, create brand recognition for CAMICO products and services, increase audience engagement and activity online, and complement offline marketing activities for a multi-touch customer journey.
o Develop relevant, shareable, and searchable content to gain organic reach and drive web traffic. Utilize non-organic or develop organic messaging content, engaging headers for posts to promote brand and increase followers.
o Manage design aspects of posts, collaborate with SME, schedule daily posts, develop programs to organically grow audience, community and engagement.
o Track performance of social media campaigns, KPIs to measure online brand awareness, interactions, and engagements in order to refine and improve online brand presence via social media (focusing primarily on LinkedIn (with secondary focus on Twitter and Facebook).
• Additional Content Development and Support:
o Produce tips for the CAMICO Connection monthly email in collaboration with other Marketing team members.
o Collaborate with other Marketing/Sales team members to support creation of engaging email campaign and direct mail messages.
o Support with development of policyholder communications such as renewal newsletters (FLASH), renewal letters, etc.
o Review marketing and sales collateral annually or as needed, support with creation of new materials, sell sheets, infographics, digital/written communication materials, etc., for use with various audiences, ensuring that it is consistent with company brand.
o Support with content development and management of CAMICO public website and ensure the timeliness of information and consistency of style and grammar, which includes updating materials online, monitoring use and linking with other sites to maximize exposure.
o Provide internal communications consulting services to CAMICO departments/clients: work proactively with Claims, Loss Prevention, Finance, Underwriting and Marketing/Sales and other departments to help plan, design, layout, write, edit, proof, produce documents, manuals and presentations.
o Work with external content experts, such as CPAs, both policyholders and non-policyholders, agents, and attorneys so that CAMICO can be proactive in having resources to continue to support its expertise in the areas of practice and risk management for CPAs.
o Collaborate with other departments on updating CAMICO’s Disaster Recovery Plan/crisis communications.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
COMPETENCIES:
Policyholder Focus
Is dedicated to meeting the expectations and requirements of the policyholders; gets first-hand policyholder information and uses it for improvements in products and services; acts with policyholder in mind; establishes and maintains effective relationships with policyholders and gains their trust and respect.
Ethics and Values
Adheres to an appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.
Integrity and Trust
Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn’t misrepresent him/herself for personal gain.
Business Acumen
Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Timely Decision Making
Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; able to make a quick decision.
Innovation Management
Is good at bringing the creative ideas of others to market; has good judgment about which creative ideas and suggestions will work; has a sense about managing the creative process of others; can facilitate effective brainstorming; can project how potential ideas may play out in the marketplace.
Priority Setting
Spends his/her time and the time of others on what’s important; quickly zeros in on the critical few and puts the trivial many aside; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus.
Creativity
Come up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings.
Interpersonal Savvy
Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; collaborates and builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
Listening
Practices attentive and active listening; has the patience to hear people out; can accurately restate the opinions of others even when he/she disagrees.
Organizing
Can marshal resources (people, funding, material, support) to get things done; can orchestrate multiple activities at once to accomplish a goal; uses resources effectively and efficiently; arranges information and files in a useful manner.
Written Communications
Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
BA degree in English, Journalism, Communications, Public Relations, or related field. University level reading, writing, editing and proofreading ability. Problem solving and group presentation skills. Capability to assimilate complex data compiled from various sources and to present in written prose reflecting high grammatical standards and readability. Ability to manage multiple projects simultaneously in a timely manner. The ability to proactively build internal client relationships and professional respect requires a continually enthusiastic, motivating and professional demeanor.
Demonstrated ability to work with all levels of management and juggle multiple high priority projects simultaneously.
Excellent professional planning, interviewing, writing, editing, and proofing skills.
Well-developed client services and relationship building skills. Ability to proactively build internal client relationships and professional respect.
Effective group leadership and facilitation skills.
2-5 years of experience in the business communications field preferred.
Software Proficiency: Adobe InDesign, Hootsuite, Wordpress, Microsoft Word, Excel, Outlook and Powerpoint.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write articles, reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
TECHNICAL SKILLS: Proficient in and experience with social platforms,
REASONING ABILITY:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
CERTIFICATES, LICENSES, REGISTRATIONS:
None
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
Telephoning, keyboarding and PC use for extended periods (one to several days) filing cabinet access and egress, professional appearance - well groomed and dressed.
TRAVEL:
Required use of public transportation (rental car, shuttle bus, train, airplane). Must be able to transport to lift business materials up to 50 pounds, including set up and take down of trade show booths. Required use of personal and/or company car to drive to local meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate


Job Title: Administrative Generalist/Customer Service Representative
Department: Administrative Services
Reports To: Manager of Administrative Services
Prepared Date: October 2021
SUMMARY:
CAMICO's Administrative Services Generalist is responsible for:
The Administrative Services Generalist is the departments universal floater positon that can be assigned in any of the responsible roles of the department for both internal and external customer service. Roles are administrative assistant, receptionist, mailroom and scanning and other responsibilities including administrative projects for the company as needed.

ESSENTIAL DUTIES AND PRIMARY RESPONSIBILITIES manage the day-to-day office area operations that include the following
• Greets visitors and staff in a pleasant and professional manner
• Assures all visitors & guests adhere to CAMICO Security Procedures
• Manage and maintain the monthly Employee Extension roster & emergency check-in cards
• Assists with special projects from other departments including typing, data entry, and making copies
• Upload and manage the Office Monitors and employee network sight administrative content
• Assisting with uploading monthly Disaster Recovery reports to the CAMICO employee network sight (CAMICO Insider)
• Manage all aspects of the conference rooms and conference kitchen that includes coordination of conference rooms scheduling and set up as needed
• Maintains conference room appearance and re-stocking supplies
• Places food orders as requested
• Coordinates with I.T. department on multiple equiptment and setups needs
• Manages conference room equipment to assure there are in working order
• Able to create excel spreadsheet sheets and proof/edit word documents as requested
• Assist with coordination of travel or dinner plans for Executive Team members or Committee meetings
• Assembly of Board Packets, print, copy and distribute at the direction of the Executive Assistant
• Other miscellaneous Executive Team member support as needed
• Responsible for contacting manager with facility problems such as: light fixtures, locks, furniture repairs, vending machines, etc.
• Manage the vendor change refunds
• Handle petty cash
• Reconciles and oversees the company file storage account
• Create vouchers for invoices received and assure vouchers are approved and submitted to Accounts payable in a timely manner
• Check in and announce all visitors/vendors
• Manages and order the company general office supplies
• Responsible for updating and maintaining Administrative Services process and procedures
• Coordinate payroll management and benefits invoice processing
• Oversee performance management, build templates, and send regular check-in reminders
• Completing and following through on new hire/on-boarding paperwork
• Organizing monthly all-hands meetings by collecting materials from senior team and creating presentations
• Assisting Customer Service/Administrative Services team by covering customer support phone line as needed for level 1 support
• Assisting with mail room and facilities duties as needed
• Assist with Human Resource programs such as employee recognition, employee development, staffing & recruitment, Human Capital Management System, ADP Workforce Now
• Able to use Microsoft Office products including Word, Excel, PowerPoint as well as being familiar with Outlook
• Assist in assessing training needs for new and existing employees
• Assist HR with sending out paystub/timecard reminders every pay period

Customer Service Representative (CSR) Responsibilities
SUMMARY: CAMICO's Insurance Customer Service Representative is responsible for providing customer service to policyholders ensuring that calls are answered in a timely, efficient, and knowledgeable manner. Representatives must be excited about helping people internally and externally. They must be interested in establishing a working relationship with customers via mail, e-mail, or telephone. Representatives will have a basic understanding of the “level 1” type of issues in Policy Services, Underwriting, Loss Prevention, Claims, Finance and Sales. The Customer Service Representative responsibilities will include tasks assisting department staff and/or other departments in the company and is not limited to Customer Service daily calls.

ESSENTIAL DUTIES AND RESPONSIBILITIES manage the day-to-day phone coverage area operations that include the following. Other duties may be assigned.
• Pre-screen policy holder inquiries
• Answers questions from policy holders or individuals and resolves the issue or directs them to the appropriate person to assist them
• Maintains customer name and address data base
• Takes responsibility for “seeing issues through” to resolution including following up directly with the policyholder
• Communicate clearly to resolve policyholder expectations
• Manage the daily company Advisory Calendar (attendance sheet)
• Check daily company voice mail and assist or distribute accordingly
• Manage company incoming faxes and distribute accordingly
• Process and Submit Clearance before the Premium Estimate process takes place
• Process Premium Estimate applications and update the necessary applications (Salesforce) with policy holders and potential policy holder’s correct mailing address
• Input and process policy holder and credit card payments at caller’s request
• Ability to ask the right questions to quickly determine the actual need of the policyholder
•Task and file communications throughout the company using Image Right

CSR Skills:
Insurance customer service representatives must have the ability to handle difficult customer phone calls. Customers may call with complaints regarding their insurance coverage and policy. The insurance representative must have great verbal communication skills to provide information to customers. Written communication skills are also necessary to document Policy Holder calls. Insurance representatives must have good typing skills and intermediate computer skills.
Additional role may be assigned as backup to Mailroom and Scanning
Mail Summary:
Timely processing of incoming and outgoing mail daily. Process bulk business mail for pick-up by PSI (our mail processing house) and handle meter important business mail for outgoing delivery to the US Post Office. Maintain the mailroom and equipment in a neat operable condition and operate all shipping functions for the organization (express mail, overnight service, UPS, truck shipments, all manners of non-postal shipments) and processing of the Certified company mail.
Mail Administrative:
keep daily records of postage usage. Reconcile weekly and monthly billing, manage business reply to accounts and setting up/deleting users in our shipping portal UPS Campus Ship.
Imaging Daily Responsibilities
• Opening and date stamping all incoming Underwriting/Policy Services mail, then sorting it and preparing it for scanning.
• Collecting Underwriting, Sales and Claims mail or any other documents that need scanning from the Mail Slots and monitoring incoming faxes in the UW fax folder located in outlook throughout the day.
• Handling of any urgent requests for document scanning as needed
• Scanning all documents into ImageRight and indexing the documents to go to the correct file and tasks to the correct person
• Able to pay attention to detail and follow up to make sure all documents have been correctly sent.
• Filing scanned paperwork in date order in file boxes
• Maintaining the scanner by cleaning once per week and become familiar with the scanner to troubleshoot and or call IR support for assistance
• Back scan files as requested by department

SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to walk; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk.

The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, perception vision, and ability to adjust focus.

WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.

QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

REASONING ABILITY
• Ability to apply common sense and understanding to carry out instructions furnished in written or oral form.
• Ability to ask the right questions to quickly determine the actual need of the policyholder or internal customer.

OTHER SKILLS AND ABILITIES:
A plus to have advanced skills in Microsoft Office 2010 (Word, Excel, and Outlook) Microsoft TEAMS. Image Right (IR), Salesforce, Call Center systems, Zoom platforms along with any insurance background is highly desirable.

EDUCATION/EXPERIENCE:
• Associate degree (A. A.) or equivalent from two-year college or technical school; or two years related experience and/or training; equivalent combination of education and experience.

SPECIFIC KNOWLEDGE, SKILLS, LICENSES, CERTIFICATIONS, ETC:
Excellent written and oral communication skills including paraphrasing to ensure clarity of the situation.

Competencies

Policyholder Focus
Is dedicated to meeting the expectations and requirements of the policyholders; gets first-hand policyholder information and uses it for improvements in products and services; acts with policyholder in mind; establishes and maintains effective relationships with policyholders and gains their trust and respect.

Ethics and Values
Adheres to an appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.

Integrity and Trust
Is widely trusted; is a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn’t misrepresent him/herself for personal gain.

Quick Learner
Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both success and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything.

Initiative
Identifies what needs to be done and acts before being asked when the situation requires it. Does more than what is normally required in a situation. Seeks out others involved in a situation to learn their perspectives. Takes independent action to change the direction of events. Takes prompt action to accomplish objectives and achieve goals beyond what is required.

Composure
Is cool under pressure; does not become defensive or irritated when times are tough, is considered mature; can be counted on to hold things together during tough time; can handle stress; is not knocked off balance by the unexpected; doesn’t show frustration when resisted or blocked; is a settling influence in a crisis.

Informing
Provides the information people need to know to do their jobs and to feel good about being a member of the team, unit, and/or the organization; provides individuals information so that they can make accurate decisions, is timely with information.

Interpersonal Savvy
Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.

JOIN OUR TALENT COMMUNITY - If you don't find what you're interested in when reviewing our open positions, please submit your resume with a brief cover letter to RESUME@CAMICO.COM