Job Descriptions

Chapter Volunteer Job Descriptions

Chapter officers have four major responsibilities: leadership and management, communication with national governor and Society staff, attendance at the Leadership Summit Chapter Training Day, and preparation of the Circle of Excellence checklist. Here are sample job descriptions to help chapter leaders delegate tasks and responsibility.

Chapter President

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

Responsibilities

  • Direct chapter board and general meetings.

  • Monitor progress of chapter goals and objectives.

  • Work with regional governor and national headquarters to communicate members’ needs.

  • Serve as a liaison between the national organization and the local chapter.

  • Network with other chapter presidents.

Qualifications

  • Knowledge of the CPCU Society

  • Working knowledge of the chapter bylaws

  • Past experience as a chapter officer and committee chairman

  • Public speaking and ability to communicate

  • Ability to delegate

  • Ability to motivate individual members, officers, and committee chairmen

Length of Term

  • Usually one year

Measures of Success

  • Submission of Circle of Excellence Recognition Program

  • Ability to meet member needs

  • Active membership of at least 75 percent

  • Attendance at meetings with at least 40 percent of membership

  • At least 85 percent of new designees becoming active members of the CPCU Society

President-Elect or Vice President

  • Assist the chapter president with duties as assigned. The president-elect or vice president initiates annual updating of the chapter’s long-range plans, including establishing objectives for his or her term as president. This officer also serves as a liaison to selected committees.

Responsibilities

  • Direct or act as a liaison to the I-Day committee.

  • Arrange for a local conferment with national to recognize new designees.

  • Direct the committees and board in Circle of Excellence submissions.

  • Serve as substitute for the chapter president as needed.

  • Attend the Leadership Summit for chapter training.

  • Chair the nominating committee.

  • Direct the CE programs.

Measures of Success

  • Attendance goals met for I-Day

  • New designees join the chapter

  • Completion and submission of Circle of Excellence Recognition Program

Qualifications

  • Knowledge of the CPCU Society

  • Working knowledge of chapter bylaws

  • Past experience as chapter secretary and/or treasurer

  • Past committee experience

  • Public speaking and ability to communicate

  • Ability to motivate committees

Treasurer

Serves as the chief financial officer for the chapter. The treasurer oversees the annual budget, monitors budget performance, records annual dues, and prepares periodic financial statements.

Responsibilities

  • Meet with the outgoing chapter treasurer to review all financial records.

  • Work with the chapter board of governors to establish the chapter budget.

  • Keep official records such as the IRS application for exempt status, IRS exempt determination, Federal Tax ID number, general ledger, and tax returns (at least four years).

  • Monitor budget progress and provide periodic reports.

  • Manage cash in accordance with chapter procedures. This includes depositing dues and other revenues.

  • File tax return annually (if required).

Qualifications

  • Knowledge of the CPCU Society

  • Working knowledge of chapter bylaws

  • Knowledge of financial statements helpful

  • Good organization and record-keeping skills

  • Past experience as chapter secretary and committee chairman

Measures of Success

  • Budgets met as planned

  • Reports prepared as required

  • Revenues continue to grow

  • Cash management

  • Budget prepared as required by the chapter board

Secretary

The chapter secretary attends all meetings of the chapter, board of governors, and executive committee (if applicable). A permanent record is kept of these meetings. This is an entry-level officer position.

Responsibilities

  • Attend all chapter meetings.

  • Keep permanent meeting minutes.

  • File important documents such as the chapter certificate of insurance.

  • Act as liaison to the membership chairman.

Qualifications

  • Knowledge of the CPCU Society

  • Working knowledge of the chapter bylaws

  • Ability to coordinate the voting of any bylaws changes as required

  • Past experience as a committee chairman

  • Good organization and record-keeping ability

Measures of Success

  • Increase in members and attendance at meetings

  • Records well maintained

Membership Task Force Chairman

Under direction of the chapter board, the membership task force chairman shall develop and maintain programs to recruit/retain members in the CPCU Society.

Responsibilities

  • Maintain the chapter roster of members.

  • Emphasize the value of Society membership to chapter members.

  • Recruit all nonmember CPCUs.

  • Assist board in maintaining active participation of all current chapter members.

  • Attend membership workshops or other Society training.

Measures of Success

  • Active membership of at least 75 percent

  • Attendance at meetings of at least 40 percent of the membership

Qualifications

  • Knowledge of CPCU Society membership

  • Regular chapter meeting attendance

  • Ability to motivate individuals

Candidate Recruitment & Development Task Force Chairman

Under the general direction of the chapter board, the candidate recruitment and development task force chairman shall develop or maintain programs that will increase the total members/candidates committed to increased insurance professionalism and obtaining the CPCU designation.

Responsibilities

  • Maintain a current active candidate and prospect list, and coordinate with others to be sure mailing lists are updated annually.

  • Understand and stay current of CPCU and IIA programs to attract new candidates and encourage existing candidates to continue.

  • Maintain accurate records of candidate recruitment and development activity during the year.

  • Promote the Society’s candidate membership.

Qualifications

  • Membership in CPCU Society and CPD qualification.

  • Ability to speak before groups of prospective candidates.

  • Regular CPCU chapter meeting attendance.

  • Participation in CPCU chapter activities.

Measures of Success

  • Recruitment of one new candidate for each chapter member

  • New Designee Task Force Chairman

  • Under the direction of the chapter board, the new designee task force chairman shall develop or maintain programs to activate the chapter’s new designees to become members of the CPCU Society.

Responsibilities

  • Maintain the chapter roster of new designees.

  • Promote benefits of Society membership such as continuing education, professionalism, and networking.

  • Assist chapter 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.

  • Serve as a liaison between the chapter and the national new designee task force.

Qualifications

  • Knowledge of the CPCU Society

  • Knowledge of the Annual Meeting and Seminars

  • Regular CPCU chapter meeting attendance

Measures of Success

  • At least 85 percent of the chapter’s new designees become Society members.

  • At least 40 percent of new designees join committees.

  • At least 40 percent of new designees attend chapter meetings.

Visibility Task Force Chairman

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.

Responsibilities

  • Establish and direct the grass-roots campaign committee.

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

  • Direct the chapter web site information.

  • Direct the production of the chaptergram.

  • Coordinate the chapter’s speaker’s bureau.

Qualifications

  • Knowledge of the CPCU Society

  • Good communication skills; enjoy writing and/or speaking

  • Regular chapter meeting attendance

  • Ability to motivate individuals

Measures of Success

  • Up-to-date chapter web site

  • Publish quarterly chaptergrams

  • Place two press releases

Education Task Force Chairman

Under the direction of the chapter board, the education task force chairman is to ensure a variety of professional education programs. Programs should help members succeed by focusing on technical, leadership, and career management. This includes chapter meetings, seminars, and CPCU and IIA classes.

Responsibilities

  • Schedule chapter meetings and arrange for speakers.

  • Schedule and arrange for a variety of educational seminars.

  • Schedule CPCU/IIA classes as required.

Qualifications

  • Working knowledge of the CPCU Society

  • Ability to motivate members to develop topics and locate speakers

  • Regular chapter meeting attendance

  • CPD qualification

Measures of Success

  • Very good ratings on educational programs

Research Task Force Chairman

Under the direction of the chapter board, the research task force chairman provides leadership in developing appropriate research subjects and recruiting chapter members to participate.

Responsibilities

  • Develop research topics.

  • Recruit chapter members to participate.

Qualifications

  • Working knowledge of topics selected

  • Knowledge of research methods

  • Ability to motivate individuals

  • Good communication skills

Measures of Success

  • Completion of chapter research project at least every two years

Information Technology Task Force Chairman

Under the direction of the chapter board, the chapter information technology task force chairman is responsible for coordinating and keeping the chapter’s database information current.

Responsibilities

  • Implement and establish chapter database.

  • Establish procedures to coordinate with chapter board and national to keep database information up to date.

Qualifications

  • Working knowledge of the CPCU Society

  • Working knowledge of computers

Measures of Success

  • Information is current

Webmaster

Under the direction of the chapter board, the chapter webmaster is responsible for coordinating and keeping the chapter’s Internet web site current.

Responsibilities

  • Serve as liaison to national for providing information for web site.

  • Establish procedures to coordinate with chapter board on posting information.

  • Coordinate the programs to deliver and serve member needs.

  • Research and make recommendations on links to other organizations’ web sites.

Qualifications

  • Working knowledge of the CPCU Society

  • Working knowledge of computers and the Internet

Measures of Success

  • Information is current

Chapter Sections Liaison

Under the direction of the chapter board, the sections liaison promotes the Society’s interest sections and encourages active participation.

Responsibilities

  • Serve as a liaison to the national section committees.

  • Be knowledgeable and inform members of the 14 interest sections.

  • Develop sections programs as requested.

Qualifications

  • Knowledge of the CPCU Society and its sections

  • Membership in at least one of the interest sections

  • Regular CPCU chapter and section meeting attendance.

Measures of Success

  • Active members in each of the 14 interest sections

  • Quality education programs

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