Job Descriptions

Chapter Officers and Directors

Chapter Officers and Directors are expected to attend and participate in all meetings of the Board of Directors. This includes reporting on their activities and the activities of their committees.


Chapter President

Keeps the chapter focused on setting and meeting local and national goals. Oversees officers and committees, and encourages future leaders.  The president reports to the regional governor and national office as required.

  • Direct chapter board and general meetings
  • Conducts annual business meetings
  • Monitor progress of chapter goals and objectives
  • Work with regional governor and national headquarters to communicate members’ needs
  • Overall fiscal responsibility for the chapter
  • Serve as a liaison between the national organization and the local chapter
  • Compliance with chapter by-laws


President Elect

The VP assists the chapter president with duties as assigned.  The VP initiates annual updating of the chapter’s long-range plans, including establishing objectives for his or her term as president.

  • Assist the Chapter in meeting the goals for the Circle of Excellence
  • Chair the nominating committee
  • Serve as substitute for the chapter president as needed
  • Attend the Leadership Summit for chapter training
  • Provide speakers for the monthly chapter meetings



The chapter secretary attends all meetings of the chapter and board of directors. A permanent record is kept of these meetings.

  • Attend all chapter board of director meetings  
  • Keep permanent meeting minutes
  • Keep the Chapter Board roster current



The Treasurer serves as the chief financial officer for the Chapter.  The treasurer also oversees the annual budget, monitors budget performance, records annual dues, and monthly financial statements.

  • Meet with the outgoing chapter treasurer to review all financial records.  
  • Work with the chapter board of directors to establish the chapter budget
  • Monitor budget progress and provide monthly reports
  • Manage cash in accordance with chapter procedures to include confirming deposited dues and other revenues
  • Ensures compliance of procedures related to check request including properly signed check request form and supporting documentation interface with external bookkeeper and tax preparer
  • Creation of and delivery of checks for payment
  • Assist the Chapter in meeting the goals for the Circle of Excellence
  • Prepare annual Financial Report for presentation at Annual Business Meeting in May.


The following is a list of committees for the Tampa chapter


  • Maintain the chapter roster of members
  • Emphasize the value of Society membership to chapter  members
  • Responsible for coordinating and keeping the chapter’s database information
  • Maintain the name badges utilized at the luncheons
  • Man the entrance desk/table at the luncheon
  • Maintain accurate email listing for communication by Chapter Board Members



  • Attend monthly CPCU Board meetings
  • Make sure all committee members have jobs to do
  • Publish Chaptergram articles
  • Attend New Designee luncheon
  • Present an I-Day budget
  • Create the I-Day theme
  • Write thank you notes
  • Reserve the facility and speakers
  • Collect the registrations
  • Solicit sponsors and vendors
  • Have a blast!


New Designee

  •   Maintain the chapter roster of new designees
  •   Assist board in recognition activities such as local conferment or welcome reception
  •   Distribute information and serve as a contact point for questions from new designees
  •   Encourage new designees to attend meetings and become active members of the chapter
  •   Organize and arrange for the New Designee local reception including reserving the facility


Visibility (Public Relations)

Under the direction of the chapter board, the visibility task force chairman shall develop programs to enhance and promote recognition of the CPCU Society, its members, and the designation.

  • Publicize chapter meetings and programs, special events, new designees and Good Works programs in local media and industry press


Candidate Development

  • Recruiting new CPCU candidates by offering presentations to local insurance offices highlighting the value of pursuing the CPCU designation
  • Mentoring current CPCU candidates
  • Keeping in contact with CPCU candidates through e-mail and personal calls
  • Encouraging CPCU Society membership of 4-part or more completers
  • Develop candidate recognition programs (e.g. congratulatory letters when milestones are passed)  
  • Candidate retention—set up a support system for your candidates including special candidate events; matching up members and candidates in a mentoring/sponsorship program


Continuing Education (CPD)

The purpose of the CPD Program is to encourage all CPCU’s to continue their personal and professional development beyond the designation and to recognize in some formal manner those CPCU’s who do.

  • Maintain a current list of CPD qualifiers
  • Promote the Society’s CPD Program and encourage all CPCUs to obtain their CPD qualification



Under the direction of the chapter board, the Webmaster chairman is to keep current the chapter Internet web site.

  •   Serve as liaison to national for providing information for web site
  •   Establish procedures to coordinate with chapter board on posting information
  •   Research and make recommendations on links to other organizations’ web sites



Under the direction of the chapter board, the Chaptergram editor is responsible for directing the production of the Chaptergram on a monthly basis.

  • Gather and solicit articles from Board members and other chapter members, compile and edit the information and format into a published form
  • Include President’s Notes, Good Works monthly activities, bio of the monthly luncheon speaker and upcoming chapter events and other articles relevant and of interest to our chapter members
  • Monthly attendance at Board meetings and luncheons


Social Media

If you like to Tweet and are active on Facebook and/or LinkedIn, we have a job for you.  The Suncoast Chapter would like someone to establish and maintain our social media sites.  A member of the 2013, 2014, or 2015 new designee class preferred but not required.  This position will work with our web-master and officers to develop and refresh content that meets the needs of our membership.



  • Formulate plan for completing research project including time line
  • Recruit chapter members to participate
  • Completion of chapter research project at least every two years
  • Provide updates to Board regarding progress of Report
  • Provide ideas for subsequent reports


Regulation and Legislation

The Regulation and Legislation Committee monitors regulatory changes that impact our industry and reports back to the Board.  This committee works with various organizations to obtain up to date information on law changes that may affect how we do our business.

  • Attend monthly CPCU Board meetings
  • Monitors and reviews insurance-related legislation and regulation for impact on industry
  • Prepares articles for the Chaptergram related to current insurance issues
  • Serves as a liaison between the IIAB and our chapter
  • Provide current information to the Board members on a regular basis



The Scholarship Committee delivers a variety of professional education programs to the chapter membership.  These programs should help members succeed by focusing on technical, leadership, and career management.  This includes chapter meetings and seminars.

  • Assist with the educational seminars at I-Day
  • Work with the national CPCU Society to leverage pre-existing programs when applicable
  • Evaluate candidates and award scholarships for UNT students or arrange financial assistance for members



  •   Provide guidance to students on which classes or programs are right for them
  •   Plan and conduct CPCU and IIA courses throughout the Phoenix metro area
  •   Arrange for meeting space for individual classes
  •   Recruit qualified instructors to teach courses offered by the Chapter
  •   Promote and publicize courses via the Chapter’s website and through periodic mailings to interested candidates.


Good Works

The purpose of the Good Works Committee is to identify specific charities for the Chapter to support via donation or actual physical service.


Community Involvement Director

Provides leadership for the chapters good works activities

  • Works with local charitable organizations to staff and/or support special events or and/or needs.
  • Conducts good works activities.
  • Assist with coordination of the Golf Outing.


Golf Chair

Coordinates players and sponsors for the annual charity golf outing.

  • Evaluates charities as recipient
  • Solicits hole sponsors and raffle prizes
  • Publish brochure and tickets