CAMICO is a CPA-owned and directed company that provides CPAs with insurance, and practice and risk management services that address their evolving needs.



5 Pillars Of The CAMICO Culture

Service

Service

We are a team that is committed to supporting each other with a positive attitude.

Passion

Passion

We embrace our responsibility to strive for excellence with determination, courage, and pride.



Fun

Fun

We encourage employees to step out of their silos, engage, and mingle with other departments in an enjoyable setting.

Respect

Respect

CAMICO supports a culture where all employees maintain and demonstrate mutual respect for the value and contributions of their peers.



Communication

Communication

Transparent internal communication establishes a mutual understanding between all employees so that our individual objectives are aligned with our company goals.



Why Work at CAMICO



Open Opportunities at CAMICO


Job Title: Loss Prevention Specialist I
Department: Loss Prevention
SUMMARY:
The Loss Prevention Specialist I will provide risk management support to policyholders primarily through the Loss Prevention Hotline and e-mail. This position will work closely with and provide support to other CAMICO departments including, but not limited to, Marketing/Communications, Claims, and Underwriting. The Loss Prevention Specialist will assist with the development and implementation of Loss Prevention educational programs; identify and develop proactive risk management tools; build and support external resources; and write and contribute to articles for CAMICO’s newsletter and other publications. Counseling policyholders in a variety of practice and risk management areas will require the individual to (a) have passed the Uniform Certified Public Accountant Examination and to have practiced in public accounting for a minimum of two (2) years or (b) have practiced in public accounting for three (3) years.

This position has high exposure to CAMICO's policyholders, agents and external resources and some travel is required. Must have the ability to succeed in a fast-paced environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Provide risk management advice in response to inquiries received by phone and email.
• Stay current with national and regional trends impacting public accounting and formulate suitable responses to related risk management implications.
• Assist with the delivery of presentations on risk management and other topics of interest to CPAs in public practice.
• Participate in the development, implementation, and quality control review of risk management training programs for policyholders and agents.
• Consult as needed with other CAMICO Departments and CAMICO agents.
• Assist with projects as assigned.


SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.

COMPETENCIES:

This position requires demonstrated skill and ability in the following competencies:
• Action Oriented
• Customer (Policyholder) Focus
• Integrity and Trust
• Interpersonal Savvy
• Good Communication Skills
        o Listening
        o Oral Communication
        o Written Communication
• Highly Organized
• Quick Learner
• Good Time Management Skills
• Self-Starter - Able to Work Independently


QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individual must be flexible and maintain composure in difficult situations and must work well as part of a team.

EDUCATION and/or EXPERIENCE:
Bachelor's degree (B.A. or B.S.) from four-year college or university. Certified Public Accountant or has passed the CPA exam and who has practiced in public accounting for a minimum of two (2) years or other equivalent experience or an individual who has practiced in public accounting for three (3) years.

LANGUAGE SKILLS:
Strong communication and organization skills and excellent analytical skills are required. Ability to read, analyze, and interpret professional literature including, but not limited to, regulatory/professional standards and other professional guidance. Ability to write risk management articles, reports, business correspondence, and other documents as required. Presentation skills are also strongly recommended.

MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.

REASONING ABILITY:
Ability to demonstrate sound judgment (i.e.: recognize and define issues, collect data, identify facts, and draw valid conclusions). Ability to apply common sense understanding to carry out instructions furnished in written, oral, and diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

DESIRABLE SUPPLEMENTAL EXPERIENCE/CREDENTIALS
Additional credentials and/or experience that would be beneficial include those related to fraud or forensics (e.g., CFE or CFF), information technology (CITP), financial planning (“PFS”), valuation (e.g., ABV or CVA), cybersecurity, servicing cannabis clients, and having performed Service Organization Control (“SOC”) engagements.

CERTIFICATES, LICENSES, REGISTRATIONS:
A CPA certification is preferred.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk and listen. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and depth perception. Anticipated travel requirements limited to 10%.

WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Apply for Loss Prevention Specialist I and II using the link below:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=84713763-8e66-4e68-ab74-e29ced8a76eb&ccId=19000101_000001&jobId=415557&lang=en_US&source=CC4


Job Title: Communications Manager
Department: Marketing and Communications
Reports To:Marketing Project Manager
SUMMARY:
This position works with the Marketing Project Manager and collaborates with Company staff members on internal and external communications to a variety of audiences. Candidate needs to have excellent organizational and written/oral communication skills, be a self-starter who takes initiative and executes on deadline-driven tasks and duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
• Manage and produce corporate communications, CAMICO's external e-newsletter (IMPACT) and internal employee newsletter (The Bottom Line), and assist marketing/sales team with brand content and marketing collateral pieces
o Oversee content of all external mass communications. Ability to articulate complex issues or ambiguous content into clear messages for targeted audience. Establish and work with internal and external content experts. Learn about the CPA profession and accountant’s professional liability insurance.
o Draft company press releases, co-ordinate approval process, schedule distribution to media.
o Facilitate editorial development meetings with an executive editorial group to develop an editorial outline for each IMPACT. Research, interview, write, copy-edit, and proofread content (articles, position papers, case studies/war stories, announcements, etc.) and other corporate communications or marketing/sales pieces. Work with Marketing team on review/approval of IMPACT email and posting of documents on Member Site.
o Produce content and coordinate production with graphic artist for The Bottom Line to help connect and recognize employees, promotions, achievements; highlight different departments and individual staff members; help promote CAMICO events.
o Support Marketing team members with prospect, policyholder, agent and Society-related communications, resources and collateral pieces.

• Manage annual Operation Report – within strict timeline
o Interview Chairman and President and draft their messages; draft financial review with the Finance department; coordinate all other content.
o Working with Marketing Team members, manage revisions, review proof layouts, obtain stakeholder approvals; finalize and post report on website by deadline date.
o Craft annual meeting notice and nominee bios, coordinate reviews, approvals and mailing to policyholders.
• Manage CAMICO's media relations under the direction of the Marketing Project Manager
o Collaborate with CPA trade journal editors, state CPA society publication editors, and others to provide timely and current articles and tips for CPA publications and websites.
o Serve as liaison with public relations agencies, write articles or supervise authors and freelancers when necessary, email editors and State Societies to pitch CAMICO articles and tips, and, when necessary, act as the company spokesperson.
o Liaise with media contacts and accounting industry professionals to increase CAMICO brand exposure in state and national media avenues,

• Manage CAMICO's social media channels
o Implement on social media strategy, create brand recognition for CAMICO products and services, increase audience engagement and activity online, and complement offline marketing activities for a multi-touch customer journey.
o Develop relevant, shareable, and searchable content to gain organic reach and drive web traffic. Utilize non-organic or develop organic messaging content, engaging headers for posts to promote brand and increase followers.
o Manage design aspects of posts, collaborate with SME, schedule daily posts, develop programs to organically grow audience, community and engagement.
o Track performance of social media campaigns, KPIs to measure online brand awareness, interactions, and engagements in order to refine and improve online brand presence via social media (focusing primarily on LinkedIn (with secondary focus on Twitter and Facebook).
• Additional Content Development and Support:
o Produce tips for the CAMICO Connection monthly email in collaboration with other Marketing team members.
o Collaborate with other Marketing/Sales team members to support creation of engaging email campaign and direct mail messages.
o Support with development of policyholder communications such as renewal newsletters (FLASH), renewal letters, etc.
o Review marketing and sales collateral annually or as needed, support with creation of new materials, sell sheets, infographics, digital/written communication materials, etc., for use with various audiences, ensuring that it is consistent with company brand.
o Support with content development and management of CAMICO public website and ensure the timeliness of information and consistency of style and grammar, which includes updating materials online, monitoring use and linking with other sites to maximize exposure.
o Provide internal communications consulting services to CAMICO departments/clients: work proactively with Claims, Loss Prevention, Finance, Underwriting and Marketing/Sales and other departments to help plan, design, layout, write, edit, proof, produce documents, manuals and presentations.
o Work with external content experts, such as CPAs, both policyholders and non-policyholders, agents, and attorneys so that CAMICO can be proactive in having resources to continue to support its expertise in the areas of practice and risk management for CPAs.
o Collaborate with other departments on updating CAMICO’s Disaster Recovery Plan/crisis communications.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
COMPETENCIES:
Policyholder Focus
Is dedicated to meeting the expectations and requirements of the policyholders; gets first-hand policyholder information and uses it for improvements in products and services; acts with policyholder in mind; establishes and maintains effective relationships with policyholders and gains their trust and respect.
Ethics and Values
Adheres to an appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.
Integrity and Trust
Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn’t misrepresent him/herself for personal gain.
Business Acumen
Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Timely Decision Making
Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; able to make a quick decision.
Innovation Management
Is good at bringing the creative ideas of others to market; has good judgment about which creative ideas and suggestions will work; has a sense about managing the creative process of others; can facilitate effective brainstorming; can project how potential ideas may play out in the marketplace.
Priority Setting
Spends his/her time and the time of others on what’s important; quickly zeros in on the critical few and puts the trivial many aside; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus.
Creativity
Come up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings.
Interpersonal Savvy
Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; collaborates and builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
Listening
Practices attentive and active listening; has the patience to hear people out; can accurately restate the opinions of others even when he/she disagrees.
Organizing
Can marshal resources (people, funding, material, support) to get things done; can orchestrate multiple activities at once to accomplish a goal; uses resources effectively and efficiently; arranges information and files in a useful manner.
Written Communications
Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
BA degree in English, Journalism, Communications, Public Relations, or related field. University level reading, writing, editing and proofreading ability. Problem solving and group presentation skills. Capability to assimilate complex data compiled from various sources and to present in written prose reflecting high grammatical standards and readability. Ability to manage multiple projects simultaneously in a timely manner. The ability to proactively build internal client relationships and professional respect requires a continually enthusiastic, motivating and professional demeanor.
Demonstrated ability to work with all levels of management and juggle multiple high priority projects simultaneously.
Excellent professional planning, interviewing, writing, editing, and proofing skills.
Well-developed client services and relationship building skills. Ability to proactively build internal client relationships and professional respect.
Effective group leadership and facilitation skills.
2-5 years of experience in the business communications field preferred.
Software Proficiency: Adobe InDesign, Hootsuite, Wordpress, Microsoft Word, Excel, Outlook and Powerpoint.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write articles, reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
TECHNICAL SKILLS: Proficient in and experience with social platforms,
REASONING ABILITY:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
CERTIFICATES, LICENSES, REGISTRATIONS:
None
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
Telephoning, keyboarding and PC use for extended periods (one to several days) filing cabinet access and egress, professional appearance - well groomed and dressed.
TRAVEL:
Required use of public transportation (rental car, shuttle bus, train, airplane). Must be able to transport to lift business materials up to 50 pounds, including set up and take down of trade show booths. Required use of personal and/or company car to drive to local meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate


Job Title: Sales Enablement Manager
Department:Sales & Marketing
Location:San Mateo, CA(not a remote position)
SUMMARY:
The Sales Enablement Manager primarily supports the Sales team and is responsible for developing and deploying sales-related strategies, tactics and initiatives that enable our Sales team to execute on their sales tactics to drive growth, maximize productivity and fulfill sales goals. In addition to working closely with the Sales team, the Sales Enablement Manager will also work collaboratively with marketing, communications and other department stakeholders within the organization to help increase sales results and productivity. The sales and marketing departments are responsible for generating revenue and program delivery and are an important element in establishing lasting relationships with customers, ensuring the viability of continued account growth and revenue generation.

ESSENTIAL DUTIES AND RESPONSIBILITIES: The responsibilities of the Sales Enablement Manager include (but are not limited to the following):

• Collaborate with VP of Sales & Marketing and Sales team to develop, execute, optimize and assess enablement support
o Develop and deliver data-driven solutions, tools, and programs to address obstacles and buyer pain points. Partner with and support Sales team to uncover business needs, and facilitate creation of solutions, resources, content (infographics, videos, articles, collateral, sales guides, presentations) for use in client meetings, outbound communications and presentations.
o Establish processes for consistent communication with Sales team in order to collect input, deliver updates and share knowledge. Measure sales enablement activities to quantify impact and success of materials and programs.
o Work with Sales team to plan, execute and implement their Individual (Sales) Marketing Plans (IMP); manage and oversee all aspects of the IMPs and direct mailings to target states.

• Responsible for platforms/technology, processes, reporting, data integrity, sales performance analysis
o Manage CRM platforms (e.g., Salesforce (SFDC), TechCanary): Maintain, create and update monthly dashboards, commission reports, sales reports, goals, lead generation metrics, sales data. Provide training to Sales, Marketing and other users.
o Responsible for validating and improving data quality / data completeness of information uploaded in SFDC. Troubleshoot data integrity issues. Address and resolve data discrepancies, assist with integration or process issues, support SFDC improvements.
o Develop, refine and manage accurate, consistent prospect and policyholder reports, utilizing Excel. Track, analyze, evaluate and report on sales enablement metrics and KPIs. Support with gathering data and reports for Committee and Board reports.
o Skilled in working with other MarTech tools such as Google Analytics, WordPress, Ahrefs, BriteVerify, Validity.com, Google Tag Manager, Twitter, Facebook, LinkedIn, SEO tools, Hootsuite, WeVideo, Adobe, Acoustic, SurveyMonkey, etc.

• Assist in data collection and primary and secondary research to understand and monitor market drivers and customer needs – linking them to business objectives that can be solved by CAMICO.
o Responsible for finding third-party research and information to help understand marketplace and changing customer needs
o Responsible for executing primary research, compile/analyze results
o Responsible for downloading or purchasing new leads from data vendors

• Work with sales, marketing and other departments to assess and determine required support and tools
o Serve as a liaison between sales and marketing to help align activities, tools and resources needed by Sales team
o Collaborate with Marketing to address and resolve any data quality issues between SFDC and Acoustic, ensuring accurate data integration between systems
o Assist Marketing and Communication team with managing public and Member Sites: updates, SEO activities, lead gen, redesign process
o Provide support with strategic marketing and sales plans, annual plans, trends, projections and data analysis

SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.

COMPETENCIES:
Policyholder Focus, Ethics and Values, Integrity and Trust, Innovation, Initiative, Creativity, Written Communications, Informing, Presentation Skills, Dealing with Ambiguity, Listening and Organizing.

EDUCATION and/or EXPERIENCE:
• Bachelor’s Degree in business or content marketing preferred
• Previous experience in sales enablement or sales development preferred
• Knowledge and experience working with Excel, CRM software, Salesforce and sales principles
• Knowledge and experience with traditional and digital marketing, or sales development
• Proven track record of successful project management

QUALIFICATIONS:
• Outstanding project management skills
• Strong Excel experience, proficient with utilization of functions and formulas
• Excellent interpersonal skills and relationship management skills
• Ability to work effectively across cross-functional organizational teams
• Ability to conduct research and extract key findings to support enablement strategies
• Technologically savvy, comfortable working with various marketing/sales technologies
• Strategic orientation and excellent problem-solving skills
• Strong analytical skills and ability to interpret insights from data
• Excellent presentation and communication skills – written and verbal – to interact with senior level colleagues
• Leadership qualities, and the ability to act independently (self-motivated)
• Solid time management and scheduling skills, well organized and detail oriented
• Able to work under pressure, meet deadlines, and be flexible in working on multiple projects simultaneously

LANGUAGE SKILLS:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Familiarity with insurance terminology and concepts. Be able to communicate these terms and concepts to others. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS:
Ability to work with mathematical concepts (discounts, interest, commissions, proportions and percentages) and apply those concepts to rating processes and sales plans.

REASONING ABILITY:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus.


WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

JOIN OUR TALENT COMMUNITY - If you don't find what you're interested in when reviewing our open positions, please submit your resume with a brief cover letter to RESUME@CAMICO.COM