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
SCHOLARSHIPS:
www.inssfa.org
Pinecone Editor
Jeanne Hess, CISR, CPIW, DAE, AAI, AIS
jhess@iianc.com
July 2012
The July Meeting of the Raleigh Association of Insurance Professionals will meet on Tuesday, July 10, 2012 at IIANC office in Cary, NC at 6:00 pm. We will be planning our 2012-13 fiscal year and need your input for programs, classes, fun-raisers and just anything fun that we could do as a group. Come be a part of YOUR association! Please join us and we will serve light refreshments. Bring a guest!
~~~~~~~~~~~~~~~ Congratulations to all the incoming officers and committee chairmen! Thanks for volunteering your time to make our association so successful!! A complete listing is on the left. ~~~~~~~~~~~~~~~
Thanks for making IAIP YOUR Association of Choice Represented by Diversified Professionals NEW WEBSITE: www.raip.org NCAIP LINK: www.ncaiw.org NEW IAIP link: http://www.internationalinsuranceprofessi onals.org/
June/July 2012
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Today is the oldest youve ever been, yet the youngest youll ever be, so enjoy this day while it lasts
Thank you all so much for your support. The June conference in Dallas was my first International for IAIP and I had a wonderful time. Everyone goes all out to make it an experience worth participation. I couldnt have attended without the support of our association. I hope Janet has a great time next year! Katy Willett, CIC, AAI, CISR, CPIW, CBIA RAIP President, 2011-2012
Presidents Corner
First off, I would like to thank everyone that attended Associates Night last month. We had a great turn out as well as wonderful entertainment and great fellowship. Thank you especially to Katy and Jeanne for all the work you put into the festivities and thank you to Wanda for installing the officers. Also, to the board members and committee chairmen(s), thank you for your support. I know there are some doing duplicate duties, so I find it very important this year for us to put all of our heads together and help out where ever it is necessary. Please come to the July meeting with your thinking caps on, as we have a lot of planning to do, from membership, convention, safety, legislative, programs, education and the list goes on and on! We will need all the help we can get ladies! This year my theme is Excellence Without Excuses and to me is so appropriate as we have so little membership and so much to accomplish and I know with the help of everyone, we will do more than succeed, as we always do! Please remember to sell those tickets for the Summer Basket raffle as the basket is getting better and better. Thank you ladies for your donations and you have all been so generous. Who ever wins this basket, definitely will have something of worth for the summer! Have a great month and we will see you all on July 10th! Janet R. Davis, CISR, CPIW, AAI, CRIS RAIP President 2012-2013
Upcoming Events! RAIP Meeting Tuesday, August 14, 2012, Program TBD
NCAIP State Conference High Point, NC, October 25 28, 2012
DUES!
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Dues are due!! Do your due diligence and do send in your dues!! We value you as a member and look forward to your input for program ideas, community service and fundraising ideas. Without you we are nothing! Deadline is June 30th! Lets make 2012-13 another great year!! Thank you in advance!
EMPLOYMENT OPPORTUNITIES: 1 Insurance Professional looking. Experienced in customer service, marketing and inside sales,
management and training. Experienced with all sizes of commercial accounts, however special in small business. Experienced in most in house rating systems. Have worked on Applied, AMS Afw, 360 and Sagitta. Can wear many hats at the same time. (added Sept. 2010)
2 Insurance Professional looking. Administrative Professional with over 15 years of administrative and
management experience within a variety of industries, wishing to contribute to the companys growth by providing timely and accurate reports and services, in addition to cultivating long term client/employee relationships, executing corporate mission, and enhancing corporate identity. 3Capstone Search Group Commercial Lines Account Manager Raleigh This is a terrific opportunity for a client of mine that is looking to hire a new commercial lines account manager. This client offers a terrific work life balance and a wonderful benefits package. They are seeking a strong commercial lines account manager that can handle working with large accounts with duties including working with experience mods, marketing and heavy client interaction Employee Benefits Account Manager Raleigh I'm working on a great opportunity for a employee benefits account manager. My client is a well respected consulting firm that focused on 10 - 500 life groups and larger. They are looking for someone with a strong self funded background that can be the quarterback for a good book of business. Client facing skills are very important and exposure to wellness, marketing and daily administration are a plus. . Commercial Lines Account Manager and Employee Benefits Account Manager - Greensboro (Updated January 2012) 4 - First Casualty Insurance Group of North Carolina located in Southern Pines, NC has two positions available for an experienced CSRs in personal and commercial lines. The web address is www.FCIGNC.com and both positions should be on the website. (April 2012) 5. Susan Bolton, a recruiter from Charlotte is working w/ a local insurance company searching for 2 Underwriting Management positions. They are requiring management experience in the underwriting area, one for Middle Market size & the other Small Commercial. Susans number is 704.362.5638. (June 2012) Please contact Jeanne Hess jhess@iianc.com or 863-6524, if you would like more information.
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Raleigh Association of Insurance Professionals Tuesday, April 10, 2012 @ 6:00 PM Minutes The meeting was called to order by President-Elect Janet Davis. This was a joint meeting with RAIP and DAIP (Durham Association of Insurance Professionals) for the purpose of the CWC Speak-off. Cathy Bowling moderated the CWC classes for both RAIP and DAIP and was in attendance. RAIP members in attendance were President-Elect Janet Davis, Jeanne Hess, Shirley McLambHudson, Beth Blackwell, Debbie Pass-Soles, Barbara Hutchinson, Wanda Manning, Pam Grimes and Teresa Fannin We had two guests in attendance, Pam Cowper with Nationwide and Rob Crosswhite. Jeanne Hess, Public Relations Co-Chair moderated the CWC speak-off with the following candidates: 1. Debbie Pass-Soles, 3 minute speech topic, Medical Malpractice Indemnity/Expenses 2. Teresa Fannin, 3 minute speech topic, NAIW/IAIP 3. Beth Blackwell, 3 minute speech topic, Insurance Designations vs. NAIW/IAIP Benefits 4. RAIP President Katy Willett was a speak-off candidate but was unable to attend due to a death in the family.
The 1 minute impromptu speech topic was the same for all contestants, What benefits of IAIP have you used most? The winner of the CWC speak-off was Teresa Fannin with Debbie Pass-Soles the runner-up. The speak-off ended at 7:00 PM. RAIPs business meeting was called to order by President Elect, Janet Davis. She welcomed our guest Pam Cowper with Nationwide and our new member, Teresa Fannin with Standard Insurance Agency, Rocky Mount, North Carolina. Jeanne Hess, Program Chairperson advised that the May meeting will be a National I Can class on Long Term Care. There will be no CE for this class but it will provide credit for CPIW and DAE. The June meeting will be Associates Night and our Installation of Officers. President-Elect Janet Davis advised the minutes for the last meeting were printed in the Pine Cone and asked for any corrections. Wanda Manning advised that the minutes were incorrect in reference to President Willetts report on hosting and paying for Region II Conferences. The entire paragraph printed in the minutes was deleted and replaced by the following wording: At the Region II Conference in Dover, Delaware in March, a Task Force was appointed by Region II Director Amy Craig consisting of a representative from each of the Regions 5 States. Wanda Manning was appointed to this Task Force for North Carolina. This Task Force will entertain discussion about future conferences and whether each State should host them consecutively. A motion was made by Jeanne Hess to make these corrected changes to the Region II report, seconded by Pam Grimes. The minutes for the March 2012 meeting were approved as corrected. Wanda Manning reported that a dues increase by National was voted down at Region II Conference but will be voted on at National. Barbara Hutchinson gave the Treasurers report with a balance in the bank of $1,903.58 as of March 30, 2012. The report will be filed for audit. Committee Reports: Employment Jeanne Hess reported that everything is in the Pine Cone. Legislative Shirley Hudson no report Safety Debbie Pass-Soles advised information in the Pine Cone. Bylaws- Beth Blackwell - no report Parliamentarian Wanda Manning no report Membership - Janet Davis reported that we have a new member, Teresa Fannin and a guest Pam Cowper. Education Pam Grimes - report New Business None New Business -
Fundraisers discussed doing peanuts again, knives and Beth Blackwell brought up recycle bags. She will bring her information to the next meeting. There being no further business, President-Elect Janet Davis adjourned the meeting at 7:45 PM. Respectfully submitted, Shirley W. McLamb-Hudson, ARM, AAI, CPIW, CISR, DAE RAIP Secretary ~~~~~~~~~~~~~~~ Raleigh Association of Insurance Professionals Tuesday, May 15, 2012 @ 6:00 PM Minutes The meeting was called to order by President Katy Willett. Members in attendance were President Willett, Jeanne Hess, Shirley McLamb-Hudson, Jan Davis, Beth Blackwell, Barbara Hutchinson, Pam Grimes, and Wanda Manning. We had two guests in attendance, Rob Crosswhite and Cathy Bowling. Jeanne Hess, Public Safety Co-Chair introduced Katy Willett, CWC contestant. Her 3 minute speech topic was The Internet and Facebook. Her 1 minute impromptu speech topic was What benefits of your IAIP do you use the most? Program Chairperson, Jeanne Hess presented the National class I Can on Long Term Care for this months program. President Willett advised the minutes for the last meeting were not printed in the Pine Cone but would be in next months. Barbara Hutchinson gave the Treasurers report advising that she had paid for President Willetts Regional Conference room and her registration and air fare for National. To date, there is a balance in the bank of $1,126.90. The Treasurers report is filed for audit.
Committee Reports: Programs - Jeanne Hess reported that the June 11 meeting will be our Associates Night Banquet at 18 Seaboard Restaurant which includes our Installation of Officers. Public Relations Jeanne Hess No report Employment Jeanne Hess reported that everything is in the Pine Cone. Legislative Shirley Hudson reported that the State Legislative Chairman has requested reports from local Legislative Chairmen for State Convention in November.
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Safety Debbie Pass-Soles advised information in the Pine Cone. Bylaws- Beth Blackwell - no report Parliamentarian Wanda Manning no report Membership - Janet Davis - no report Education Pam Grimes asked each member to let her know of any CE classes that they would like to see scheduled. New Business Wanda Manning advised that RAIP is responsible for the Welcome Party and entertainment, on Friday night, at Region II, 2013 in Asheville, NC. Wanda advised there are some local dance studios and we could get some cloggers. We will be working on this for the upcoming year. President Willett advised that we need to nominate delegates to the National Convention in Dallas, TX, this June. Katy is automatically the Delegate to National as President of RAIP. Shirley Hudson nominated Jeanne Hess, seconded by Wanda Manning and the motion passed. Old Business Fundraisers Beth Blackwell brought up a project called Mixed Bags. Discussed selling Rada Knives again and I Love My Pan. Pam Grimes mentioned a Reverse Drawing with the price of the tickets being $20.00 each. There was discussion of a Beach Basket raffle and everyone was asked to bring their beach items to the next meeting. There being no further business, President Willett adjourned the meeting at 7:30 PM. Respectfully submitted, Shirley W. McLamb-Hudson, ARM, AAI, CPIW, CISR, DAE RAIP Secretary ~~~~~~~~~~~~~~~
New 8 hr. LTC Partnership classes All students may take this 8 hr class for general credit C.E. Sign up to maintain your compliance for your LTC License, plus get 8 hrs of C.E. as well. A great workshop for all licensees.
July
9 10 11 12 16 17 18 19 20 23 24 25 26 27 30 31 Mon Greenville LongTermCare Partnership *(all Day 8 Hrs.) Tues Greenville Baby Boomer Retirement Personal Needs Analys Wed Morehead Baby Boomer Retirement Personal Needs Analys Thurs Morehead Business Basics Ins and outs of E&O Mon Greensboro LongTermCare Partnership *(all Day 8 Hrs.) Tues Matthews Baby Boomer Retirement Personal Needs Analys Wed Kinston Mandatory Ethics Split Dollar Insurance Thur Rocky Mt Need, Greed, Faith, Charity Supp Bus. Ben Fri Fayetteville LongTermCare Partnership *(all Day 8 Hrs.) Mon Raleigh Tues Asheville Wed Asheville Thur Boone Fri Hickory Baby Boomer Retirement Personal Needs Analys Mandatory Ethics Split Dollar Insurance Baby Boomer Retirement Personal Needs Analys Baby Boomer Retirement Personal Needs Analys Mandatory Ethics Split Dollar Insurance Personal Needs Analys Split Dollar Insurance
Call Linda to sign up now, to reserve your seat. They will go quickly.
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1..800..835..5314
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Contents include:
Items are still being gathered and will update later!! Cooler, Cups, Sunscreen, Flip Flops, Beach Mat, etc. to be added!! Drawing to be held at the July RAIP meeting!!
Tickets are:
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Make sure your name and phone number are on the back of our ticket stub so that you can be contacted if you win! You do not have to be present to win!
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