Job Descriptions

Please find the Job Descriptions for all of our Chapter Board Volunteer Positions. Please contact jon_gice@sbcglobal.net if you are interest in ANY of these positions!

Oregon CPCU Chapter Job Descriptions

The Oregon has a Board of Directors consisting of Officers and Directors.  The primary duties and responsibilities of each of these positions are described below. 

President  The President is the Chief Executive Officer supervising and controlling the affairs of the Chapter. Only the President may take official action, make public statements, or otherwise hold himself/herself out to the public as authorized to act on behalf of the Chapter but all such actions must be approved in advance by the Chapter Board. The President may sign, with a proper Officer of the Chapter authorized by the Chapter Board of Directors, any contracts or other instruments which the Chapter Board has authorized to be executed, except in cases where the signing and execution is expressly delegated by the Chapter Board, by Chapter Bylaws, or by Statute to an alternative Chapter Officer. The President presides at all meetings of the Chapter’s members and Chapter Board. The President works with the Chapter Board to recruit new Officers and Directors for the upcoming term prior to the Annual Chapter Meeting.  The President will co-chair the Scholarship Committee with the Director of Candidate Development if a scholarship is approved by the Chapter Board.  The President will automatically succeed to the office of Immediate Past President at the end of his/her term in office as President. 

President-Elect  The President-Elect is an Officer of the Chapter and in the absence of the President will preside at all meetings of the Chapter’s members and Board of Directors.  The President-Elect will Chair the Annual I Day Committee recruiting the Committee Members, determining Theme, Venue, Speakers, Program, all logistics, and be responsible for adhering to the I Day budget as established by the Treasurer.  The President-Elect will also complete and submit the annual Circle of Excellence report to the CPCU Governor on a timely basis.  The President-Elect will automatically succeed to the office of President at the end of the presiding President’s term.

Secretary  The Secretary is an Officer of the Chapter and records the minutes of all meetings of the Chapter Board and voting members.  The Secretary assures  that all notices are given in accordance with the provisions of Chapter Bylaws or as required by law.  The Secretary will post and save all corporate records on the Oregon Chapter section of the Society website. The Secretary will be considered a candidate to succeed to the office of President-Elect at the end of the presiding President-Elect’s term.

Treasurer  The Treasurer is an Officer of the Chapter and is responsible for all funds and securities of the Chapter.  The Treasurer will receive all monies due and payable to the Chapter via check, cash or PayPal and provide receipts to payers upon request. The Treasurer will deposit all monies in the name of the Chapter in bank(s) as selected in accordance with the provisions of the Chapter Bylaws.  The Treasurer will create and monitor an Annual Budget for the Chapter and prepare updated statements for each Chapter Board meeting.  The Treasurer will  submit financial reports to the Society upon request and to the Chapter membership at its Annual Meeting.  The Treasurer will submit annual State and Federal Tax forms.  The Treasurer will be considered a candidate to succeed to the office of Vice President at the end of the presiding Vice President’s term.

Immediate Past President  The Immediate Past President is an Officer of the Chapter will mentor the incoming President to assure a smooth and successful transition.  The Immediate Past President will perform all additional duties that may be specified by the President or by the Chapter Board.

Director of Education   The Director of Education will assure that Chapter Board Members secure a Venue, Speaker and CEUs for each Monthly Meeting.  Effort will be made to proactively determine these components in order to create an Annual Calendar of Events to be posted on the Website along with Registration for each meeting.  The Director will also serve as a member of the Annual I Day Committee and serve as the Scholarship Proctor.

Director of Membership   The Director of Membership will work to maximize the annual renewal of members and conversion of New Designees.  The work will involve phone and email contact with those who have not renewed or converted by the middle of January of the new Chapter year.  The Director may enlist the Secretary and other Board members in this process who have personal relationships with members or New Designees.  The Director will also serve as a member of the Annual I Day Committee.  

Director of Social Media & Visibility The Director of Visibility will serve as Chapter Webmaster to assure that the website remains current and attractive.  This involves an annual update of the Leadership, posting of all Monthly Meeting information, and photos of Chapter events.  The Director will be responsible to keep all Social Media sites up to date.  The Director will also work with the Board in creating at least one Social Event per year involving invites to other professional groups such as IPOP.  The Director will also serve as a member of the Annual I Day Committee.  

Director of Candidate Development The Director of Candidate Development will be responsible to personally contact each New Designee as well as those professionals who have completed 4 of the 8 CPCU Examinations.  The Director will encourage all they contact inviting them to Monthly Meetings, I Day and Social Events.  The Director may also find opportunities to speak at local Secondary Education events encouraging students to consider CPCU and a career in the insurance industry.  The Director will also co-chair the annual scholarship committee alongside the President, if the annual scholarship is approved by the Chapter Officers.  The Director will also serve as a member of the Annual I Day Committee.