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: Renewal - Account Executive
Department: Sales
Reports To: VP of Sales and Marketing
Location: San Mateo, CA; will consider 50% telecommute arrangement
SUMMARY:
Renewal - Account Executive is responsible for managing a book of small commercial lines accounts for CAMICO’s insurance agency. Individual must be: Self-directed, goal-oriented, organized and able to plan activities needed to support and renew policies. Efficient at time management and possess a strong ability to problem solve. Must have experience with account/product management, quality assurance and client relationship management. Ability to understand, implement and monitor all phases of insurance/sales cycle (market/quote/bind) including submissions, proposals and coverage comparisons.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Demonstrate strong communication skills in presenting information both externally & internally. Display product knowledge, listening skills, ability to handle rejection, computer proficiency and commitment to excellent customer service.
• Possess a sound understanding of Commercial Lines insurance, in particular Cyber Liability, Employment Practices Liability, Workers Compensation and Business Owners policies.
• Be able to effectively communicate product features/benefits and analyze customer needs to provide best options to drive client retention; upsell/cross-sell products and services.
• Engage and assist customers with renewing their policies, providing quick/timely turnaround of inquiries, questions, and submissions. Review carrier coverage proposals for accuracy and prepare, present, explain and assist customer with binding coverage.
• Document all transaction processes in CRM database, including initiation and follow-up contacts with customers.
• Manage and prepare reports related to book of business for senior management, as needed.
• Maintain a thorough understanding of carrier products handled, coverage forms and any Loss Prevention services they provide for customer support. Provide feedback to management on customer input regarding these products as well as market intelligence on competition.
• Work in a team environment providing support, assistance & back-up to other department staff members as needed.
• Work closely with other functional areas, particularly Underwriting and Marketing to ensure high levels of customer service.

SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.

COMPETENCIES:

Customer Focus
Is dedicated to meeting the expectations and requirements of the customer (both external and internal); gets first-hand customer information and uses it for improvements in products and services; acts with customer in mind; establishes and maintains effective relationships with customers 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.

Action Oriented
Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.

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.

Drive for Results
Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.

Peer Relationships
Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.

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:
Minimum 3 years of Commercial Lines insurance sales experience as an agent or as Licensed CSR experienced in handling/placing policy renewals.

LANGUAGE SKILLS:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. 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 such as probability and statistical inference, and fundamentals of plain and solid Algebra. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

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.

CERTIFICATES, LICENSES, REGISTRATIONS:
Requires that the individual has and maintains a property and casualty insurance license in California and in other states as needed.

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.


Job Title: Executive Administrator
Department: Admin / Exec Offices
Reports To: Chief Executive Officer

SUMMARY:
Essential duties and responsibilities include the following. Other duties may be assigned.

• Planning and coordination of Board of Directors meetings, Annual Meeting, Governance/, Nominations Committee meetings
o Plan, coordinate, and attend Board of Directors and Annual meetings. Prepare detailed minutes.
o Coordinate BOD materials and oversee production and assembly of packets.
o Input IDRs (Ideas, Discussion &Recommendations) for Committees and BOD, as required.
o Inspect potential sites, present recommendations and negotiate contracts for following year’s meetings, including menu selections and cocktail/dinner party sites & menu selections. Plan spouse activities; coordinate ground transportation.
o Prepare Board resolutions and bylaw changes for submission to CA Department of Insurance. Provide copies of all resolutions and bylaw changes to CAMICO’s regulatory Manager.
o Prepare and submit Conflicts of Interest statements to Directors and Officers for annual update. Prepare report of potential conflicts for review and acceptance by Governance Committee.
o Prepare all Annual Meeting updates and materials for CMI & CIS.
o Maintain all Corporate Records binders (CMI & CIS).
o Plan, coordinate, set up meeting space, and attend all Committee meetings. Oversees production and mailing of Committee packets. Prepare detailed minutes.
o Contact point for Board of Directors and Members-at-large questions and requests.
o Fax and email monthly Flash reports to BOD & Members-at-large as needed.

• Responsible for maintenance and control of Director web site
o Design and organization of site.
o Coordinate content requirements re other departments.
o Coordinate uploading of data.
o Monitor site (web master duties).
o Maintain director education section of site.

• Administer financial affairs of the Executive Department
o Develop and administer Board and Executive Department budgets.
o Maintain budget records and monitor variances.
o Prepare quarterly report with expense voucher photocopies to Chairman of the Board detailing CEO’s expenses during previous quarter.

• Provides administrative support including:
o Assist as needed all domestic and international travel for CEO, CFO, Chairman of the Board, and others.
o Coordinate/balance appointments with daily workflow.
o Assist in time management for administrative functions.
o Assist with maintenance of calendars via e-mail.
o Compose correspondence.
o Update Outlook contact lists.
o Develop and maintain department filing system.
o Prepare final draft letters as required.
o Prepare vouchers for BOD and other events.
o Notarize corporate documents.
o Assist CEO on administrative matters, as needed.

COMPENTENCIES:

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.

Quick Learner:
Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both success and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything.

Dealing with Ambiguity:
Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn’t upset when things are up in the air; doesn’t have to finish things before moving on; can comfortably handle risk and uncertainty.

Time Management
Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities.

Initiative
Identifies what needs to be done and takes action before being asked, when the situation requires it. Does more than what is normally required in a situation. Seeks out others involved in a situation to learn their perspectives. Takes independent action to change the direction of events. Takes prompt action to accomplish objectives and achieve goals beyond what is required.

Composure
Is cool under pressure; does not become defensive or irritated when times are tough, is considered mature; can be counted on to hold things together during tough time; can handle stress; is not knocked off balance by the unexpected; doesn’t show frustration when resisted or blocked; is a settling influence in a crisis.

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.

Peer Relationships
Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.

SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.

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:
A two-year degree is required; bachelor’s degree preferred and a minimum of at least 5 years of executive level administrative work supporting executive staff personnel.

LANGUAGE SKILLS:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write 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 add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

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.

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 stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, 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