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


Department : MarComm & Sales
DESCRIPTION : The National Sales Manager - Agency is responsible for coordinating and developing all activities related to the sale of the organization’s products and services and achieving sales and profitability goals through the agency sales channel. The National Sales Manager - Agency provides direction and leadership to their agents. This includes sourcing, developing and directing agents to ensure high customer satisfaction and achievement of sales goals. The National Sales Manager - Agency is also responsible for developing a comprehensive understanding of the current market in order to formulate sales strategies, set sales targets and manage channel expenses.

LOCATION: Remote or a Company Headquarters in San Mateo, CA
RESPONSIBILITIES
Sales Leadership
Manage the agency channel through targeted motivation and communication.
Manage and participate in the training/coaching of agents.
Evaluate agency performance.
Improve agency channels performance by providing targeted and constructive feedback to agents.
Set appropriate and achievable goals for agents.
Develop and deliver product demonstrations and business presentations to management and customers.
Assist Marketing Department in developing or updating sell sheets and other materials to help agents promote company’s products and services to prospective customers.
Foster a positive work environment.
Partner with –Vice President of Sales and Marketing to coordinate in achieving overall profit and sales goals.

Sales Strategy
Set the vision for the respective agency sales channel.
Develop and adhere to business plans to achieve the vision.
Forecast and track sales nationally.
Conduct analyses and work with underwriting to determine competitiveness of related products and services within the current market, and customer needs and preferences.
Review monthly reports and operation records.
Project sales objectives and understand underwriting and pricing components.
Assist agents in the sales process, when needed, to help them facilitate a sale to prospective customers.
Help agents advocate their position on complex submissions and/or requests to underwriting, if needed,

Formal Education and Certification
Bachelor's Degree from a four-year college or university in Business Administration, Marketing or a related field (specialization in sales is preferred).

Knowledge and Experience
Extensive customer service experience in assessing and evaluating customer needs and satisfaction and meeting specified standards with respect to products and services.
Exceptional oral and written comprehension, communication and presentation skills.
Experience demonstrating, promoting, and selling professional liability products/services.
Knowledge and experience with professional liability marketing/sales strategy and tactics.
10+ years experience in insurance industry as a sales manager, sales representative or sales related position.
Knowledge of administration, business, and management principles.
Experience with MS Office, as well as Customer Relationship Management software (Sales Force, Insight Squared) and other analytical or project management tools.
Extensive experience working in a team environment.
Track record of generating sales revenue.

Personal Attributes
Able to lead and motivate people.
Excellent written and verbal communication skills.
Exceptional interpersonal skills.
Ability to understand and react to customer needs.
Organizational skills.
Team player.
Able to prioritize.
Ability and willingness to travel 50% of the time initially is required; 25% thereafter.
Flexible and adaptable.

COMPETENCIES:
Customer Focus
Is dedicated to meeting the expectations and requirements of the customer (both external and internal); gets first-hand customer information and uses it for improvements in products and services; acts with customer in mind; establishes and maintains effective relationships with customers 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.

Action Oriented
Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.

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.

Drive for Results
Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.

Peer Relationships
Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.

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.

LANGUAGE SKILLS:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Familiarity with insurance terminology and concepts. Be able to communicate these terms and concepts to others. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS:
Ability to work with mathematical concepts (discounts, interest, commissions, proportions and percentages) and apply those concepts to rating processes and sales plans.

REASONING ABILITY:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS:
Requires that the individual maintain a property and casualty insurance license in California and other states as needed.

SYSTEMS KNOWLEDGE AND REQUIREMENTS:
Ability to operate agency software and computer operating systems, fax, copier, printer telephone, email, and any company propriety systems.

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 is occasionally required to stoop, kneel, crouch, or crawl. 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 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.

Apply for the National Sales Manager - Agency using the link below:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=84713763-8e66-4e68-ab74-e29ced8a76eb&ccId=19000101_000001&jobId=404415&lang=en_US&source=CC4


Department : Finance
SUMMARY : CAMICO's GAAP & Internal Reporting Manager is responsible for:
This position’s primary responsibility is the day to day accounting underlying all aspects of the GAAP & Internal financial reporting function for CAMICO and its wholly owned subsidiary CAMICO SERVICES INC. (dba-CSI). The position includes providing hands on accounting support for the GAAP & internal accounting and budget function, cash management and banking function, accounts receivable/payable functions, reinsurance accounting, as well as supervising the staff working in these functions.

The position reports to the CFO and includes other responsibilities as assigned by the CFO.

This is a hands-on manager position. It has the responsibility for both doing the work personally and by personal example, leading and managing the work of others.

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

• People Management -To ensure an effective department structure. To ensure proper staffing, monitoring of workflow and development of direct reports. To lead, motivate, support, and evaluate direct reports in the fulfillment of their responsibilities and achievements of their goals both individually and collectively.

• Financial Management & Reporting - TTo provide high quality (accurate, timely, purposeful, complete) GAAP & internal financial reporting to users. This position will coordinate with and support the Manager of Statutory Accounting with the financial close and fulfillment of all statutory reporting to the Departments of Insurance, including the maintenance of a 1,200 required report filing calendar as required.

- Management and other internal users – budget to actual & financial analysis.
- Other external users (reinsurers, investment counsel, bankers, tax authorities) independent and Department of Insurance auditors, Board of Directors.

To lead, manage and report on the budget process including, planning & design, execution & presentation, variance reporting, forecasting and capital planning.

To assist in financial modeling, historical and proforma for the purpose of decision making in the areas of insurance, investment, tax, reinsurance, product, territory, etc.

Assist and support the CFO on all financial regulatory and operational matters, including assisting the CFO in fulfilling responsibilities as treasurer.

Support and lead as needed the Statutory Accounting Manager with the third-party audits including annual independent, Department of Insurance, reinsurers, etc.

Support the CFO as needed for the Investment and Audit Committees.

• Billings & Collections - Oversee the deductible billing function and report on activities and results. Ensure adherence of policies and procedures and to coordinate activities inter-departmentally. Ensure all cash is applied correctly and receivables are balanced and to establish and manage relationships with third party collection services.
• Cash Management Function - Direct, maintain and evaluate banking relationships for the purposes of custodianship, operations, lock box, payroll, employee benefits, etc.
Meet the cash flow requirements of the Company and prepare cash flow forecasts for Senior Management, Investment Managers, and the Investment Committee.
• Systems Development - Ensure adequate controls are in place for financial integrity and reporting in CAMICO’s policy processing and financial systems.
• Reinsurance – Manage and backup the ongoing reinsurance function, including the calculation of ceded premium and quarterly reinsurance billings, as well as the contingent commission calculations. Follow up on past due reinsurance recoverable and participate in the selection of reinsurers.
• Account Reconciliation – Review all account reconciliations including bank reconciliations and approve all journal entries as appropriate in conjunction with the Manager of Statutory Accounting.

SUPERVISORY RESPONSIBILITIES:
Directly supervises employees in the GAAP & internal accounting, budget & cash management, A/R & A/P, and reinsurance functions. Is responsible for the overall direction, coordination, and evaluation of this unit. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees as needed; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION and/or EXPERIENCE:
Four-year college or university program certificate; at least five years related experience and/or training; or equivalent combination of education and experience. CPA Preferred.
FINANCIAL/ACCOUNTING SKILLS:
Understanding financial analysis, accounting, federal income tax & premium tax and GAAP & STAT reporting.

COMPETENCIES
Decision Quality
Makes good decisions (without considering how much time it takes) based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
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; does not misrepresent him/herself for personal gain.
Motivating Others
Creates a climate in which people want to do their best; can motivate many kinds of direct reports and team or project members; can assess each person’s hot button and use it to get the best out of him/her; pushes tasks and decisions down; empowers others; invites input from each person and shares ownership and visibility; makes each individual feel his/her work is important; is someone people like working for and with.
Dealing with Ambiguity
Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn’t upset when things are up in the air; doesn’t have to finish things before moving on; can comfortably handle risk and uncertainty.
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.
Command Skills
Relishes leading; takes unpopular stands if necessary; encourages direct and tough debate but isn’t afraid to end it and move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges.
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.
Strategic Agility
See ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
Managing Vision and Purpose
Communicates a compelling and inspired vision or sense of core purpose; talks beyond today; talks about possibilities; is optimistic; creates mileposts and symbols to rally support behind the vision; makes the vision sharable by everyone; can inspire and motivate entire units or organizations.

Apply for the GAAP and Internal Reporting Accounting Manager using the link below:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=84713763-8e66-4e68-ab74-e29ced8a76eb&ccId=19000101_000001&jobId=402635&lang=en_US&source=CC4


San Mateo, California
Description
CAMICO's Professional Liability Claims Specialists are responsible for investigating, evaluating and resolving accountant professional liability claims and employment practice liability claims and assisting policyholders with potential claims in conformance with CAMICO’s claim handling philosophy and guidelines.
This is a position specialized in risk management and dispute resolution for Certified Public Accountants, however our policyholders provide a wide range of professional services to their clients, including tax preparation, tax compliance, bookkeeping, audits, financial planning, investment advice, trustee services, executor services, consulting and litigation support.
This position is available in our San Mateo, CA office.

Essential Duties And Responsibilities
• Manage an inventory of accountant professional liability claims and employment practice liability claims (including demands, tolling agreements, arbitrations and litigation) and other matters (including regulatory proceedings and disciplinary hearings) in all jurisdictions around the United States. Manage claims from notice to resolution, including investigating, evaluating and communicating: background; allegations; coverage; retention of defense counsel; liability; damages; exposure; reserves; disposition plan; settlement negotiations; and trial resolution.

• Possibly manage a small number of employment practice liability claims.

• Provide subpoena services and handle potential claims through our Claims hotline, providing direct assistance and guidance to our policyholders.

• Demonstrate strong communication skills with policyholders, claimants, attorneys and experts to ensure superior customer service and policyholder support.

• Comply with internal guidelines and statutory requirements for claims handling.

• Work closely with other Departments, including Loss Prevention, Underwriting, Sales, Marketing, Finance, Customer Support, Information Technology and Human Resources.

• Maintain up to date knowledge of legal, insurance and accounting developments.

• Key competencies include: - Policyholder Focus; Ethics and Values; Integrity and Trust; Action Oriented; Problem Solving; Decision Quality; Dealing with Ambiguity; Negotiating; Composure; Conflict Management; and Presentation Skills.

SUPERVISORY RESPONSIBILITIES:
This job has no direct supervisory responsibilities, although it will be necessary to provide other staff members and outside vendors with guidance, assistance, mentoring and/or direction as appropriate.

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.
Required Education, Experience and/or Qualifications
• College degree or university program certificate.
• Minimum of 5+ years of experience in insurance or legal environment.
• Third party insurance claims handling experience, preferably with experience in professional liability claims, or equivalent business, accounting or legal experience.
• Coverage experience, preferably with experience on professional liability claims or on ‘claims made and reported’ policy forms, including ability to prepare coverage letters.
• Knowledge of legal processes and principles of professional liability laws is preferred. • Understanding of accounting and/or tax terminology is preferred.

Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.

Mathematical Skills
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as discounts, interest, fractions, percentages, ratios, and proportions. Ability to understand and report financial reserve and payment information.

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 abstract and concrete variables. Ability to integrate data into valid plans of action and lead them to conclusion.

CERTIFICATES, LICENSES, REGISTRATIONS:
Required if handling claims in certain jurisdictions.

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.br />
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.
Employees in this position are occasionally required to travel by car and/or airplane on business related matters.

Other Requirements
* Telephoning - transmitting as well as receiving
* Use of PC for an extended period
* Nonsmoking area
* Professional appearance
* Writing and typing abilities
* Ability to use office machines - ie. copy machines, scanners, printers
* Use of public transportation (rental car, bus, taxi, airplane, and train)

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 the Claims Specialist using the link below:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=84713763-8e66-4e68-ab74-e29ced8a76eb&ccId=19000101_000001&jobId=315068&lang=en_US&source=CC4

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