Professional Documents
Culture Documents
Monthly newsletter for area insurance professionals To inform members and associates of industry news, educational opportunities And association activities of the
Watch out for the buses and school children. School is back in full swing!
SEPTEMBER 2013
The September 2013 Meeting of the Raleigh Association of Insurance Professionals will meet on Tuesday September 10, 2013 at the IIANC building, 101 Weston Oaks Court, Cary, NC. Teresa Fannin will be presenting the ICAN Course on Fraud. Come join us for fellowship, learning and fun!
Thanks for making IAIP YOUR Association of Choice Represented by Diversified Professionals NEW WEBSITE: www.raip.org NCAIP LINK: www.ncaip.org NEW IAIP link : http://www.internationalinsuranceprofessio nals.org/ SCHOLARSHIPS: www.inssfa.org
Pinecone Editor
Janet Davis, CISR, CPIW, AAI, CRIS janet.davis@firstcitizens.com
Jeannes Jottings It is a pleasure to once again serve as President of RAIP. I hope to involve everyone on a committee and have a voice in programs, social events and special projects. I hope you all will attend the meeting on Tuesday, September 10 th when Teresa Fannin teach our I-Can Class on Insurance Fraud. It is a 30-minute presentation. A short business meeting will follow. A big thank you to our committee chairs who have agreed to serve RAIP this year. Pam Grimes, Safety; Katy Willett, Public Relations; Teresa Fannin, Education; and Debbie Pass-Soles, Employment. And also Janet Davis for stepping up to prepare the Pinecone for us! Congratulations again to our award winners at our Associates Night Banquet. What a nice time we all had. Thanks to all who attended the August Picnic! Wasnt it fun? Debbie did such a great job with the fun games and the food was delicious as always! Lets cultivate our garden with networking, education and great programs! Jeanne Hess, CISR, CPIW, DAE, AAI, AIS 2013-2014 RAIP President ~~~~~~~~~~~~~~~
Upcoming Events! NCAIP Convention October 5th, 2013 in Raleigh at the Doubletree Brownstone RAIP October Meeting Tuesday October 8, 2013 Service Project wreaths for shut-ins
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MINUTES OF THE RALEIGH ASSOCIATION OF INSURANCE PROFESSIONALS July 16, 2013 The meeting was called to order by President Jeanne Hess at 6PM. This months meeting held at the Olive Garden located on Walnut St, Cary, NC. Members present: President Jeanne Hess, Teresa Fannin, Beth Blackwell, Wanda Manning, Debbie Pass Soles, Pam Grimes, Tammy Ramsdell, Janet Davis, Katy Willett and Barb Hutchinson. The business meeting was called to order by President Jeanne Hess at 6:28PM. We did not have a guest speaker at this months meeting as this was our general planning meeting for the year 2013/2014. The majority of our discussion was spent brainstorming for possible guest speakers, fundraisers and on National and State issues. Committee Reports Treasurer Barb Hutchinson no report Programs Debbie Pass Soles - program for the next quarter: Sept I CAN Insurance Fraud Oct Wreaths? Nov social meeting Wreaths ? With possible attorney to speak Dec Christmas party Jan education and membership drive possible Ethics class with class attendees staying for our RAIP meeting Education Teresa Fannin - Teresa would like to offer the I Can class on Insurance Fraud for our Sept meeting. She also would like to present another Ethics class next year (possible Jan meeting) perhaps on a Tuesday afternoon held at IIANC building located in Cary, NC. We would then encourage the class participants to remain for our RAIP monthly meeting. This might be a great opportunity to introduce our organization to interested insurance professionals. Public Relations Katy Willett our web site will be updated to include pictures from our Associates Night Banquet. 2
Employment Debbie Pass Soles will have items in the Pinecone Legislative Jeanne Hess will have updates in the Pinecone Safety Pam Grimes - Pam will be ordering EDITH material again this year Bylaws Janet Davis no report Note Beth Blackwell will email updates to our members for their review Parliamentarian no report Membership Jeanne Hess reported that our current member count at 15 members. From our State President: NCAIP is trying something new for the coming year which will be a teleconference each month with membership committee chair (Beth Blackwell) to discuss/brainstorm how to increase our membership. Each membership chair from each state organization should plan on conferencing into this phone call for an active discussion! NEW BUSINESS Vote was taken on minutes from last meeting Wanda move to accept and Beth second. Vote passed. Fundraisers discussion centered on our Pecan drive and Seasonal Baskets. We will present two baskets for the next fundraiser with the themes of Halloween and Fall. We will raffle off these baskets at our Oct meeting. Katy needs ideas of what we want to do this year: collecting for State Convention back packs: school supplies??? RADA knife order was placed by Janet Davis. Meeting was adjourned at 7:30.
~~~~~~~~~~~~~~~ EMPLOYMENT OPPORTUNITIES: 1. Insurance professional from Louisiana relocating to the Apex, NC area in May 2013. She is a CIC, Commercial Lines Producer, Office Management, Marketing Management . (Feb. 2013) 2. NCDOI Employment opportunities visit: http://www.ncdoi.com/Employment/ 3. Standard Insurance in Rocky Mount - looking for an Administrative Assistant / Receptionist. Contact Kim Bletsas at 252-467-2757 or email a resume to kbletsas@standardins.com. 4. Medical Mutual looking for an Underwriting Assistant w/1-2 years of customer service and data entry experience in the insurance industry, preferably medical professional liabilty. To apply online, please visit http://www.medicalmutualgroup.com/careers.
Please contact Debbie Pass Soles Debbie.Soles@MMICNC.COM or 919-878-7585, if you would like more information or you have a position in your office that you would like to post.
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NCAIP Nominating Committee Message from Geraldine Plott & Judie Hancock
Our NCAIP Nominating Chairman, Judie Hancock is still looking for candidate applications for our 2014 Executive Board. Our RVP, Brenda Lawhorn's theme this year is "Take Ownership of Your Membership". It's easy to join an organization, sit on the sidelines and say you belong but the only way you get the FULL BENEFIT of your membership is to become an active member - get involved by chairing or serving on a committee, arrange a speaker, take or present a class - take ownership of your membership - GET INVOLVED! Here's the perfect opportunity - the positions of Treasurer, Vice President and Nominating Chairman are still available. I am extremely confident there are many members more than capable of filling these positions. Please let's get Judie busy - take ownership of your membership and send those applications to Judie. She would like them to her by the 25th at the latest. Remember, this is YOUR association - now's YOUR chance to make your voice heard, your talents known and at the same time enhance your confidence and leadership skills. Geraldine & Judie
~~~~~~~~~~~~~~~ 2013-2014 NCAIP Public Relations Project Message from Todd Jones
Masonic Home for Children in Oxford NC is our State project for 2013 - 2014. Their Purpose: MHCO exists for one purpose to help children who need a stable, caring and loving home. We do not replace a family we provide. We teach, guide, nurture, and share, focusing on life both at and after MHCO, so we can help a child determine his or her own path for the future. Our state licensed and nationally accredited home uses a family-living model that provides our children with individual living spaces, essentials needed for daily living, support if they have special needs, and a promise for full development and learning, from infant to young adulthood. Their Mission: The Masonic Home for Children assists families in need by providing a home-like setting together with community based programs and services for children to enhance its stable, supportive and nurturing living environment in order for children to reunite with their families or achieve independence. For more information on this great cause, you may go to their website http://www.mhcoxford.org We would like for each association to help collect the items below attached in MCHO NeedsList.pdf. Please bring these items to State convention in Raleigh in October. Also on October 11th and 12th Masonic Homecoming Festival is held. We would like to have members from each association try to attend this fundraising event. Please see attached newsletter. Thank you Todd Jones NCAIP Public Relations Chair
Make A Difference Doubletree Hotel Brownstone Raleigh, NC October 5, 2013 Name: ______________________________________________ Designations: _______________________________ Name for Badge: ____________________________________ Local Association: _____________________________ Mailing Address: _________________________________________________________________________________ E-Mail Address: __________________________________________________________________________________ Employer: ______________________________________________________________________________________ Home Phone #________________ Work #___________________ Cell #___________________ Preferred #_______ Check all that Apply: __Alternate __DAE __Founders Circle __ National Officer/Past Officer __CIIP/CPIW/CPIM __Delegate __Guest __Other_________________ __CWC Contestant __Exhibitor __Local President __Council Director/Past CD __First Timer __Member @ Large ___ Young New Professional Designations received in the past 12 months: CIIP/CPIW/CPIM, DAE, other: ___________________________________ Event Registration includes all meetings, meals Late Registration Postmarked After 09/25/13 Additional Meals: Saturday Lunch Saturday Dinner Fundraising Tables # Cost $125 $150 $35 $85 $25 Total Due
Special Dietary Requirements: ______________________________________________________________________ Auxiliary Aids/Services Required: __________________________________________________________________ REGISTRATION DEADLINE: September 25, 2013. NO REFUNDS AFTER September 26, 2013 Make checks payable to: 2013 NCAIP Conference c/o Brenda Webster 118 Country Place Rd, Wilmington NC 28409 HOTEL INFORMATION: The hotel has blocked rooms for us until September 14, 2013 . Room rates are $99.00 King/Double All rates per night plus applicable tax. To reserve online http://doubletree.hilton.com/en/dt/groups/personalized/R/RDUDNDT-AIP-20131004/index.jhtml?WT.mc_id=POG or call 919.828.0811 group #AIP
CONFERENCE CHAIR
Brenda Webster bwebster@southerninsurance.com
Make A Difference
Doubletree Hotel Brownstone Raleigh, NC October 5, 2013
CONVENTION VOLUNTEER You can gain valuable networking opportunities and experience the workings of the convention through your involvement at the Region II convention. Note Delegates CANNOT serve on Tellers, Credentials or Timekeepers Committees. Committee Registration packets. Duties Distribute attendee packets and ribbons. Distribute exhibitor
Tellers Count votes at each general session either by paper ballots or standing head count of delegates . Must be present at ALL business meetings. Credentials Register delegates and alternates and make sure delegates and alternates are seated in the appropriate areas during all meetings. CWC Facilitate the speak-off and assist with the prep meeting onsite.
Pages Deliver messages and assist as needed with handouts etc. before and during business meetings. Timekeepers Briefing, Meet the Minutes Approval convention minutes. Must be present at ALL business meetings, the Delegates Candidates and CWC Speak-off to time the speakers. Assist Convention Secretary in review and approval of
Volunteer Statement
As a registered Attendee, I want to help at the convention and I request assignment to the following committee(s). First choice __________________________ Second Choice _____________________________
Association ____________________________________________________
State _______________
North Carolina Association of Insurance Professionals 2013/2014 Proposed Bylaws Changes Current:
Article V - Officers Section 1. The officers of the state association shall be President, President-Elect, Vice President, Secretary, Treasurer and Immediate Past President. A. B. All officers must be active members of the state association. All officers must have the endorsement of their local association.
Recommended:
Article V - Officers Section 1. The officers of the state association shall be President, President-Elect, Vice President, Secretary, Treasurer and Immediate Past President. A. B. C. All officers must be active members of the state association. All officers must have the endorsement of their local association. Officers must reside in or be employed in the state of North Carolina.
Reason:
It is the intention of NCAIP to have their leadership involved in the state association and believe it is in the best interest of their officers to be a resident or be employed in North Carolina in order to be active participants.
Current:
Article IV Members A. Student. Student membership is open to persons who are full time students enrolled in a minimum of twelve (12) credit hours per term in a college or university. Student members who belong to a local association are entitled to make recommendations and to hold both elective and appointive office at all levels of the association. Student members not belonging to a local association shall be known as Student Members-at-Large and shall not be entitled to vote or to hold elective or appointive office in the association.
Recommended:
B. Student. Student membership is open to persons who are full time students enrolled in a minimum of twelve (12) credit hours per term in a college or university. Student members who belong to a local association are entitled to make recommendations and to hold both elective and appointive office at all levels of the association. Student members not belonging to a local association shall be known as Student Members-at-Large and shall not be entitled to vote or to hold elective or appointive office in the association.
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C. Recent Graduate Membership is open to persons who have recently graduated from college or within 2 years of graduation who are actively seeking employment within the insurance industry. Recent Graduate members who belong to a local association are entitled to make recommendations and to hold both elective and appointive offices at all levels of the association. Recent Graduate members not belonging to a local association shall be known as Recent Graduate Members-at-Large and shall not be entitled to vote or to hold elective or appointive office in the association.
Reason:
Adding C. to bring NCAIP bylaws into alignment with IAIP bylaws.
Current:
Article IV Members
Section 3.
Dues. In addition to those payable to IAIP, the following shall be paid to NCAIP: A. Dues Payable 1. NCAIP dues for active and student members belonging to a local association shall be due and payable to the local association. The local association shall remit payment to the NCAIP treasurer on or before July 1 of each year. Members-at-Large shall remit NCAIP dues directly to the NCAIP treasurer on or before July 1 of each year.
2.
Recommended:
Article IV Members
Section 3.
Dues. In addition to those payable to IAIP, the following shall be paid to NCAIP: B. Dues Payable 1. NCAIP dues for active and student members belonging to a local association shall be due and payable to IAIP. The local association shall remit payment to the NCAIP treasurer on or before July 1 of each year or once funds are received from IAIP. Members-at-Large shall remit NCAIP dues directly to IAIP.
2.
Reason:
IAIP renewals are made directly to IAIP Corporate Center including our State Association dues and local association dues. Any excess over the IAIP dues amount will be sent to the local association. Since we have a state association, the local association will need to forward payment to the NCAIP treasurer.
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Current:
Article V Officers Section 6. B. 3. The President-Elect shall: In the even of the absence or inability of the President to perform their duties, the President-Elect shall perform the duties of the President.
Recommended:
Article V Officers Section 6. B. 3. The President-Elect shall: In the event of the absence or inability of the President to perform their duties, the President-Elect shall perform the duties of the President.
Reason:
Spelling correction
North Carolina Association of Insurance Professionals 2013/2014 Proposed Standing Rule Changes Current:
14. NCAIP shall pay the registration, travel (coach), lodging and meals for the NCAIP CWC contestant to attend the Region II conference. The amount shall not exceed the amount budgeted annually.
Recommended:
14. NCAIP shall pay the registration, travel (coach), lodging and meals for the NCAIP Communications Winner to attend the Region II conference, if the funds are not provided by a sponsor. The amount shall not exceed the amount budgeted annually.
Reason:
Since IAIP no longer recognizes CWC at the state level, we recommend changing the name of this event/award for NCAIP. At this time NCAIP has a sponsor who provides funding for the winner to attend and wanted this information included.
Current:
6. The following AWARDS may be presented at the annual meeting:
1. 2. 3. NCAIP Rookie of the Year NCAIP Claims Professional of the Year NCAIP Insurance Professional of the Year
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4. NCAIP Professional Underwriter of the Year 5. NCAIP Risk Management Professional of the Year 6. NCAIP Individual Excellence Award 7. NCAIP Excellence Award Criteria for these awards and submission format shall be set by the Board of Directors. Recipients of Awards 1-6 will receive a plaque. Associations chosen to receive the NCAIP Excellence Award will receive a certificate.
Recommended:
6. The following AWARDS may be presented at the annual meeting:
1. NCAIP Rookie of the Year 2. NCAIP Claims Professional of the Year 3. NCAIP Insurance Professional of the Year 4. NCAIP Professional Underwriter of the Year 5. NCAIP Risk Management Professional of the Year 6. NCAIP Individual Excellence Award 7. NCAIP Excellence Award Criteria for these awards and submission format shall be set by the Board of Directors. Recipients of Awards 1-6 will receive a plaque. Associations chosen to receive the NCAIP Excellence Award will receive a certificate. All applicants may submit applications to Regional for consideration of awards at the Regional level.
Reason:
All NCAIP members who are eligible for an award at the regional level should apply since awards given at the state level are no longer recognized by IAIP.
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