Amendments to the Georgia Council and International Bylaws were passed at the National & State Meetings in 2011.
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GEORGIA COUNCIL OF IAIP Bylaws
September 24, 2011
NAME
CONFORMITY
These bylaws shall be supplemental to International Association of Insurance Professionals (IAIP) bylaws and standing rules. If any amendment to IAIP bylaws or standing rules causes these bylaws to conflict with IAIP bylaws and standing rules, the Georgia Council bylaws shall automatically conform to IAIP bylaws and standing rules. Dues or assessment of individuals or local Associations shall be prohibited.
III. COUNCIL DIRECTOR
A. Council Directors shall be elected at the council meeting for a term of one year or until their successors are elected and assume office. The Council Director shall assume office and duties on July 1. Council Directors cannot succeed themselves by election and cannot serve more than two consecutive terms in office.
B. The director shall:
1. Perform duties as stated in the IAIP bylaws and standing rules, the council bylaws, by the International Board of Directors, by the International Executive Committee, by the International President, Council Director and Council Director-elect manuals.
2. Preside at the Georgia Council annual meeting. If unable to attend, an alternate appointed by the council director shall preside. In the event the council director is unable to appoint an alternate, the regional vice president shall appoint the alternate.
3. Appoint standing committees as provided in IAIP bylaws rules and standing rules and these council bylaws.
4. Maintain the Council Nominating Committee file in accordance with procedures established by the IAIP Board of Directors and contained in the Nominating Committee manual.
5. Fill any vacancy that may occur in a council elected position, other than council director and council director-elect, with the concurrence of the regional vice president. Local associations and members-at-large may submit candidates to the council director for consideration.
C. The director shall visit associations within the council during the current term subject to the following guidelines:
1. Not to exceed the travel budget allocated for the term.
2. Not to exceed one (1) visit per association unless the expense for additional visit is being defrayed by the local association extending the invitation.
D. Should a vacancy occur in the position of council director, the council director elect shall immediately assume the office of council director.
IV. COUNCIL DIRECTOR-ELECT
A. Council director-elects are elected to serve from the close of the annual meeting until they assume office and duties of the council director on July 1.
B. The director-elect shall:
4. Attend the Annual Leadership Training meeting hosted by IAIP and one (1) budgeted on-site planning visit with the annual meeting planning committee. The annual Council Director Leadership Training Meeting should be incorporated into the schedule at the regional conferences so as to not incur additional expenses for IAIP, Council Directors, Council Directors-Elect or Regional Vice Presidents.
In the event there is no council director-elect to serve as council director, the vacancy shall be filled by election of the local presidents of the council. The vacancy shall be filled by a member from either the council or a member who has declared their association of record as being within that council.
A. Council Nominating Committee
1. The Nominating Committee shall be formed in accordance with Article IV. Section 3.D. of the IAIP bylaws. The Nominating Committee shall be appointed by the council director-elect.
2. The Nominating Committee shall be appointed no later than July 1st preceding the annual council meeting.
3. The chairman shall be appointed by the council director-elect, and shall not have a vote. The Chairman must have previously served on the council Nominating Committee.
4. This committee shall meet at the annual meeting and recommend one (1) or more candidates for office.
5. The committee receives recommendations and qualifications of candidates from councils, local associations, and active members. In addition, the committee can submit its own nominations.
The committee shall submit at least one name for each position to be filled. Following the report of the committee, additional nominations may be made from the floor. The nominations are for the following positions:
* Council Director-Elect
* Treasurer
* Delegate to Regional Nominating Committee
* Alternate to Regional Nominating Committee
* Public Relations/Program Chairman
* Membership Development Chairman
This committee shall recommend candidates for any additional elected positions provided for in these bylaws.
B. Council By-Laws Committee
1. The director-elect shall appoint a chairman and two (2) members to review council by-laws.
2. This committee shall be appointed no later than December 15th.
3. The committee shall consider and/or correlate proposed amendments submitted, together with its own, and submit amendments receiving a majority vote of the committee to the annual meeting for consideration.
4. The committee may receive recommendations for proposed amendments from local associations and active members which shall be submitted to the council meeting for consideration.
5. The chairman shall distribute the proposed amendments to all local associations and Members at Large not belonging to a local association no later than sixty (60) days prior to the annual meeting.
6. The committee shall correlate and publish all bylaws and amendments adopted at the council meeting, and furnish revised copies to IAIP headquarters for distribution to all local associations, members at large, and the regional vice president immediately following adoption at the council meeting.
C. Credentials Committee
1. The council director shall appoint a chairman and at least two (2) members, who shall be present at the annual meeting. The committee shall receive credential forms, certify delegates and alternates, and register delegates and alternates at the council meeting.
2. Any member who contests a delegate or alternate certification shall do so to the committee. The Council Director shall make the final decision on contested delegate or alternate certification.
D. Council Public Relations/Program Committee
1. A public relations/program chairman shall be elected at the annual meeting and shall assume office and duties on July 1.
2. The chairman may appoint three (3) members as liaisons for education, legislation and safety, with the concurrence of the director.
3. This committee shall assist the director in managing the cooperative efforts with the insurance industry within the council.
4. This committee shall assist in supporting the education needs of member in insurance education, legislation, and safety issues in the council.
5. This committee shall promote IAIP programs within the council.
E. Council Membership Development Committee
1. A membership development chairman shall be elected at the annual meeting and shall assume office and duties on July 1.
2. The chairman may appoint three (3) members as liaisons throughout the council to assist in the duties of this committee, with the concurrence of the director.
3. This committee shall assist the director in the organization of new associations and recruitment of active members within the council.
4. This committee shall promote membership development and retention within the council.
F. Council Awards Committee
1. The director-elect shall appoint an Awards Chairman and two other members no later than October
1st. This committee shall be responsible for selection of the Georgia Council Insurance Professional of the Year and the Professional Insurance Agents Individual Education Award.
3. The chairman shall email the official Award rules and entry form for PIA Education Achievement Award to every association member and member at large no later than February 15th.
4. Award forms must be sent in word so nominees can type and complete form as required by the rules.
5. The official form must be returned to the chairman by August 15th.
G. Georgia Council Insurance Professional of the Year Award
1. Each association may nominate one (1) candidate for the award. Any member-at-large is eligible.
2. The host association of the council meeting shall purchase the award to be presented by the committee at the council meeting.
3. The winner will be selected based on the Award Rules and point system on the form.
4. Official Award Rules and form will be attached to these bylaws. Any changes shall be made at the annual council meeting by a majority vote of the certified delegates.
H. Professional Insurance Agents Individual Education Award Committee
1. Any association member and member-at-large is eligible.
2. The award will be furnished by the Georgia Professional Insurance Agents.
3 Each candidate must have been employed in the insurance field for at least three (3) years and must have been an active member of IAIP for two (2) years. .
4. Official Award Rules and form will be attached to these bylaws. Any changes shall be made at the annual council meeting by a majority vote of the certified delegates.
I. Council Director Achievement Award
This award will recognize a member or group who has contributed significantly to the Georgia Council of IAIP. There are no application forms and the member or group chosen is at the discretion of the Council Director.
The selection will be based on input from others and the council directors’ personal judgment.
The award will be standardized and cost of the award will be an annual budget item for the Georgia Council Fund.
VI. MEETINGS
A. The council annual meeting shall be held in accordance with Article IV, Section 3.A. of the IAIP bylaws. Councils shall hold an annual meeting for the purpose of transacting any business that may properly come before it. Council annual meetings should be held between the dates of September 1 and December 1, subject to approval by the current Regional Vice President
1. The voting body of the council meeting shall consist of one (1) delegate from each local association in that council.
2. Members-at-large (excluding Student Members-at-Large) in attendance at the council meeting shall meet and elect a certified delegate.
3. Delegates at the annual meeting shall register with the Credentials Committee prior to the business session and their national dues must have been paid.
4. The meeting program and planning shall be at the discretion of the council director -elect.
5. The registration fee for the annual meeting shall be determined by the hosting association with the approval of the council director-elect and subject to any restrictions in the IAIP bylaws and standing rules.
6. The international representative shall be the regional vice president of the region who shall be provided time on the program to address the assembly.
7. A delegates' briefing open to all members shall be conducted by the council director and the regional vice president. The purpose of the briefing shall be to review any proposed amendments to IAIP bylaws and standing rules or council by-laws.
B. Fund raising at the annual meeting shall be limited to those associations who will be hosting an annual meeting, regional conference or national convention or associations having hosted an annual meeting, regional conference or national convention resulting in a deficit. Fund raising will also be allowed for the purpose of establishing a Council Fund or to add revenue to an existing Council Fund. Council associations hosting other IAIP meetings may raise funds at annual meetings.
C. The date and site of the council annual meeting is determined as follows:
1. The date for the Georgia Council will be the 4th weekend in September.
2. The site will be rotated so that the annual meeting will be sponsored by eight groups of local associations which will assume the responsibility of hosting the council meeting every eight years. New associations will fall into groups of their sponsoring association unless the delegates vote otherwise. The groups are as follows:
Group 1 Gainesville and Northeast Georgia
Group 2 Rome and Floyd County
Group 3 Atlanta
Group 4 Savannah and Glynn County
Group 5 Middle Georgia
Group 6 Northwest Georgia
Restart the cycle with Group 1
Complimentary exhibit space will be provided for the next year’s host association. Other associations raising funds for future council meetings will be provided space at a fee of $25.00.
Funds derived as a result of hosting an Annual Council Meeting or Regional Conference can be used as follows:
1. Donated to Associations or Councils hosting a future annual meeting or regional conference,
And / Or
2. Held in an interest bearing account such as a certificate of deposit, principle and accrued interest for the hosting of a future annual council meeting or regional conference;
3. If a local association (s) hosts an annual council meeting or regional conference, the association(s) members will vote on the distribution of any surplus funds in accordance with point #1 and/or #2.
4. If a Council hosts an annual council meeting or regional conference, the delegates to the Council will vote at the next annual council meeting on the distribution of any surplus funds in accordance with point #1 and/or #2.
D. A Council Planning Meeting will be held on the first Saturday of May, the location to be decided by The Council Director. Another Council Planning Meeting may be held
VII. NOMINATIONS AND ELECTIONS
A. Nominations shall be in accordance with Article IV, Section 3.D of the IAIP bylaws.
1. Candidates shall be in attendance at the annual meeting.
2. All candidates shall submit a resume of their qualifications to the nominating committee.
B. Elections shall be held in accordance with Article IV, Section 3.E of the IAIP Bylaws.
VIII. RECOMMENDATIONS
A. The council and active may submit recommendations to be considered at the regional conference and the national convention provided:
1. That the recommendation was submitted by a local association and circulated to all associations and members-at-large in the council at least sixty days prior to the meeting at which it is to be voted on, and that the recommendation received a majority vote of the delegates present and voting, or
2. That the recommendation received a two-thirds vote of the delegates present and voting without prior notice.
IX. AMENDMENTS
A. Associations in the council and active members may submit recommendations for amendments to or a revision of the council bylaws.
B. These bylaws may be amended at the annual meeting by a majority vote of the delegates present and voting provided written notice has been submitted to Georgia Council associations and members- at-large at least sixty days prior to the annual meeting, and by a two-thirds vote without prior notice.
C. These by-laws may be revised at the annual meeting by a two-thirds vote of the delegates, provided revision was ordered at a previous meeting by a majority vote and the proposed revision shall have been submitted to Georgia Council associations and members-at-large sixty (60) days prior to the annual meeting.
D. Amendments to these by-laws or revision shall become effective at the close of the annual meeting at which adopted unless otherwise specified in said by-laws.
X. COUNCIL FUND
A. Fund shall be established as the Georgia Council of IAIP Fund. Money may be accepted into the fund by virtue of donations and through proceeds from council functions.
B. The fund shall be administered by a custodian who shall be elected by the delegates for a two year term.
C. The custodian shall:
1. Have general supervision and management of the receipts and disbursements during their term, which shall coincide with the fiscal year.
2. Develop the budget with input from the council director, public relations/program chairman, and membership development chairman. Budgeted funds for the fiscal year shall not exceed monies raised for the fiscal year. The budget shall be presented at the annual meeting for approval by the certified delegates.
3. Have the Council Director approve all expenditure.
4. Keep an itemized summary of all transactions and make a detailed report at the council annual meeting.
5. Submit books and records for audit when requested.
6. File any and all tax forms required.
D. The council director shall appoint two members who are in attendance at the annual meeting to audit the Fund at the annual council meeting.
E. The Fund is to be invested in an interest bearing (if available) account insured by FDIC.
F. The custodian of the Fund should be covered by a fidelity bond. The bond amount should be adequate to protect the Fund amount.
G. Expenditures from or dissolution of this Fund shall be limited to those authorized in the Council Fund Guidelines adopted by the NAIW (International) Board of Directors and published in the NAIW (International) Comprehensive Manual.
H. All checks shall have two (2) signatures. It is recommended the signers be the Council Director and the custodian of the fund.
I. Council directors and council director -elect budgets will be given to the council for reimbursement of council director and council director-elect expenditures each July by NAIW (International). Budget funds are restricted in accordance with NAIW (International) Standing Rules as follows:
1. Council Directors shall have a budget allocated for their term of office to be used to make one visit to each association in their council and for communications (photocopying & postage) with members in the council, not to exceed the budgeted amounts.
2. Council Directors-Elect shall have a budget allocated for their term of office to be used to make one (1) site visit to see the location and meet with the host association to plan the program for the Annual Council Meeting.
J. Expense vouchers must include a copy of the airline ticket, or a detailed account of mileage. Mileage will be reimbursed at 80% of the IRS mileage rate as of July 1st of the current year. This per-mile rate is intended to reimburse the owner/driver of the car for the operations and maintenance costs such as oil, fuel, tires, etc. It is not designed for effecting major repairs on the automobile, and expenses due to mechanical breakdown are not reimbursable. The per-mile rate reimbursed will not exceed the cost of a commercial airline ticket between the same points. In determining the mode of transportation – air or car – the less expensive option, which is compatible with the scheduling requirements, should be chosen.
K. For Postage & Photocopying – A separate expense voucher must be submitted for postage & photocopying. A copy of the mailing piece(s) for which reimbursement is sought must accompany the expense report.
L. All expense reports are to be typed or printed in ink and MUST be submitted within 30 days from the date of the expenditure, except for the month of June, which must be received by your council no later than June 30th to be considered for reimbursement. Expense vouchers must be accompanied by receipts for any expense over $10.
M. Council fund raising shall be the responsibility of the immediate past council director. Sources of
income shall include:
1. A fund raiser at the annual council meeting
2. Options for raising funds as determined by the Budget group.
N. The Council Director Elect shall appoint a Committee by March 1 to develop an annual budget to be effective July 1 to June 30.
1. This committee shall consist of the three Past Council Directors, the current Treasurer and the current Council Director, provided they consent to serve.
2. The budget shall be presented to and approved by the local presidents no later than June 30th preceding the Council Director Elect’s term of office as Council Director on July 1st.
3. The budget shall consist of income and expenses as outlined in these Bylaws and IAIP bylaws and expense policy for Council Directors. The budget shall include the Council Director Elect’s expenses for their term of office as Council Director.
O. The Fund shall reimburse the Council Director, if funds are budgeted and available, for:
1. Registration to the Regional Conference, plus airfare/mileage not to exceed $150.00. Council Fund shall reimburse, if funds are budgeted and available, the council director-elect for:
1. Registration to National Convention, plus airfare/mileage and hotel not to exceed $300.00.
2. Registration to Regional Conference.
Council Director / Council Director-Elect may accept reimbursement from their employer as well as from the Fund as long as the total does not exceed the actual amount of expense incurred and no profit is made by the Council Director / Council Director-Elect.
XI. PARLIAMENTARY AUTHORITY
The rules contained in the latest edition of ROBERT’S RULES OF ORDER, NEWLY REVISED, shall be the parliamentary authority in all matters of procedures not specifically covered by IAIP bylaws, standing rules, and procedure manuals and these bylaws.
Adopted September 1987
Amended: September 1988, 1989, 1990, 1991, 1992, 1993, 1994, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, September 26, 2009; September 25, 2010, September 24, 2011
GEORGIA COUNCIL OF IAIP
INSURANCE PROFESSIONAL OF THE YEAR AWARD
Award Rules and Official Form
1. The director-elect shall appoint an Awards chairman and two committee members no later than October 1st to administer Georgia Council Award for Insurance Professional of the Year and the PIA Education Award. The committee will receive submissions, verify information and determine the winners. Awards are presented at the annual meeting.
2. The host association of the state council meeting shall purchase the award to be presented by the committee at the annual state council meeting.
3. Each local association may submit only one member as a candidate for the award and each Member-at-Large may submit an application for this award.
a) Email the official award form to each local association president and to each Member at Large.
b) Applications will be submitted electronically to the awards chairman.
c) SUBMISSION DEADLINE: AUGUST 15th. Submissions after the deadline will be disqualified.
4. The Georgia Council Insurance Professional of the Year shall be chosen based on points for:
a) Activities required to be listed for the period indicated; and
b) The essay.
Replies to some questions may require a separate sheet of paper. Answering each question (award criteria) is required for all candidates.
c) The committee will use the Scoring Sheet to verify and tally points. In the event of a tie, the committee will consider the extent and amount of activity and the essay content to determine a winner.
5. Once a member receives the Georgia Council Insurance Professional of the Year Award, they may not apply for this award for three (3) calendar years.
GEORGIA COUNCIL OF IAIP
SCORING SHEET
GEORGIA INSURANCE PROFESSIONAL OF THE YEAR
Committee Member:
Nominee:
Association: Member-at Large
Date:
SECTION I IAIP INVOLVEMENT
This section describes the amount and consistency of the candidate’s participation and achievement in IAIP all levels of the association. Points available:
10 Points each office 5 Points each committee chair
2 points each committee served 1 Point each meeting attended
5 Points each project/activity 1 Point each award / recognition
5 Points each CWC class 10 Points CWC Speak-Off
5 Points each council meeting 3 Points each Council planning meeting
5 Points each Regional Conference 5 Points each International Convention
Maximum Points – 25 points
Score
SECTION II EDUCATION
This section describes the candidate’s active pursuit of continuing professional education, both from NAIW and other sources. Points available:
10 points each IAIP course taught 3 Points each class/seminar taught
5 points each IAIP course/class taken 5 Points designation
3 points each designation course taken
Maximum Points – 25 points
Score
SECTION III INDUSTRY INVOLVEMENT
This section describes the candidate’s participation in the insurance industry. Points available:
2 Points each speaking engagement 2 Points each non-IAIP membership
3 Points each non-IAIP officer/position 3 Points each non-IAIP project / event
Maximum Points – 25 points
Score
SECTION IV ESSAY
On a separate sheet of paper (must be typed, double spaced) prepare a 200 word essay that describes what membership in IAIP has meant to you and your career.
Maximum Points – 25 Points
Score
GEORGIA COUNCIL INSURANCE PROFESSIONAL OF THE YEAR OFFICIAL FORM |
(Form must be typed by nominee and emailed to Awards Chairman)
Address:
Association: Year Joined NAIW
Employer: Position/Title
Points accumulated for a period of three (3) years
Judging Period: 7/1/ to 6/30/
SECTION I IAIP INVOLVEMENT (for all levels of IAIP – last 3 years)
Read each section carefully, limiting responses to the 3 year period. If a response requires a
separate sheet of paper, please note “see attached) under the criteria.
A. Local Association (last 3 years)
you won or were runner-up.
B. Council (last 3 years)
the winner or runner-up.
C. Regional (last 3 years)
- CWC speak off
- IAIP Awards)
^ Rookie of the Year
^ Claims Professionals
^ Insurance Professional of the Year
^ Risk Management Professional
^ Professional Underwriter
Indicate if you were a regional winner and year
D. International (last 3 years)
committees served on.
winner or runner-up.
SECTION II: EDUCATION (last 3 years)
SECTION III: INDUSTRY INVOLVEMENT (last 3 years)
SECTION IV ESSAY
Nominee should complete an essay, not to exceed 200 words, on a separate sheet of paper, describing what membership in IAIP (International Association of Insurance Professionals) has meant to the nominee and their career.
We (I) certify the information contained in this entry is correct to the best of our (my) knowledge
____________________________________________
Signature of Nominee
Signature of Member-at-Large
Date: __________________
Revised 9/93, 9/95, 11/04, 5/10, 9/10
GEORGIA COUNCIL OF IAIP
PIA EDUCATION AWARD
Award Rules and Official Form
1. The director-elect shall appoint an Awards chairman and two committee members no later than October 1st to administer the Georgia Council Award for Insurance Professional of the Year and the PIA Education Award. The committee will be responsible for receiving submissions, verifying information and selecting the winners. Awards are presented at the annual meeting.
2. PIA will purchase the Education Award.
3. Any association member and member at large is eligible. Submissions must be typed on the official form and emailed to the chairman by the deadline.
4. Each candidate must have been employed in the insurance field for at least three (3) years and
must have been an active member of NAIW for two (2) years.
5. The award covers the most recent three (3) year period as outlined on the entry form.
6. Submission Deadline: AUGUST 15th. Submissions after the deadline will be disqualified.
7. The chairman shall ask the Council Public Relations officer to send an e-blast email to every member with official rules and form attached. (Must be sent in word format so nominees can type and complete the form).
6. Clarification of a course, seminar, workshop:
a) Minimum class room or self study will be a time period of at least 1 hour.
b) A COURSE is a complete series of instruction periods or studies dealing with a subject leading to an exam, designation and/or graduation. The course must relate to the insurance field.
c) A SEMINAR or WORKSHOP is a short education program in which groups deal with insurance related subjects.
7. Instructing may not be a job function of the individual candidate. If a member earns his/her living by instructing such course, it will not be counted. Members can be paid for instructing courses if it is done on a volunteer basis (college, company, agency, etc.)
8. Points are assigned for each criterion with a maximum on most criteria. If the candidate instructs the same course more than once, points are earned each time the course is taught.
9. Once a member receives the PIA Education Award, they may not apply for this award for three (3) calendar years.
GEORGIA COUNCIL OF IAIP
PROFESSIONAL INSURANCE AGENTS EDUCATION AWARD
(Candidate must type and email completed form to Awards Chairman)
Deadline for submission: August 15th
Address:
City: State: Zip:
Phone (work): (home)
Association:
Employer: Position:
Years in Industry: Year Joined NAIW:
JUDGING PERIOD: Last 3 years: July 1, to June 30,
MAXIMUM
1. List dates, courses attended leading to CPIW/M Designation. ____ 30 Points
(10 points per course)
2. List dates, course for self study leading to CPIW/M Designation. ____ 20 Points
(10 points per course)
3. List dates you sat for an exam leading to the CPIW/M designation. ____ 10 Points
4. List date, courses, for any other designation. ____ 20 Points
(10 points per course)
5. List dates, location of exams passed for other designations. ____ 30 Points
(10 points per exam)
6. Did you receive the CPIW/M designation this year? List month ____ 25 Points
7. Do you hold the CPIW designation? List year received. ____ 25 Points
8. Did you receive the CPCU/CLU designation this year? List month ____ 30 Points
9. Do you hold the CPCU/CLU designation? List year earned ____ 75 Points
10. Did you receive the CIC designation this year? List month ____ 25 Points
11. Do you hold the CIC designation? List year earned ____ 50 Points
12. Did you receive any other designation this year? (Such as AAM, ____ 20 Points
AU, AIM, CISR, etc.) List with month (10 points each)
13. Do you hold any other designation? List with dates. ____ 20 Points
(10 points each)
14. Did you pass any state licensing exam this year? List with dates ____ 10 Points
15. Do you have a State Insurance License? List type, year received ____ 25 Points
16. Have you written an educational article for any publication? Attach ____ 25 Points
copy.
17. List dates, location, topic of seminars, workshops or education day ____ 25 Points
on insurance related subjects. (2 points each)
18. List dates, courses of other non insurance-related courses you ____ 15 Points
have taken (accounting, management, self development, etc.)
(2 points each)
19. List date, course of IAIP courses taken. ____ 50 Points
(10 points each)
20. List dates, courses you instructed leading to the CPIW/M ____ 50 Points
designation? (25 points each course)
21. List dates, course of other insurance related course you instructed ____ 30 Points
(i.e., Introduction to Insurance, Introduction to Claims, Supervisory
Management, etc?) (10 Points each course)
22. List date, topic of any other insurance related or educational seminar, ____ 25 Points
workshop or class instructed but not already listed? (5 Points each)
23. Have you participated in joint discussions or spoke on IAIP or ____ 15 Points
any insurance related topic to other organizations or entities?
List with dates. (5 Points each)
24. Were you the recipient of the Region III Individual Education Achievement ____ 20 Points
List with dates.
25. Did you serve as chairman of the Education Committee for your ____ 30 Points
local association? List Year. (10 points each year)
26. Did you serve on the Education Committee? List Year. ____ 15 Points
(5 points each year)
27. Did you serve as Education Liaison on the state level? ____ 30 Points
28. Meetings attended each year: List years and dates ____ No Maximum
(1 point each meeting)
a) Association Board Meetings
b) Association General Meetings
I certify that the information documented on this entry form is correct to the best of my knowledge.
Signature of Candidate:
Date of Submission:
Adopted September 1992
Revised: 9/93, 5/10, 9/10
September 25, 2010
I. NAME
The name of the Council shall be Georgia Council of NAIW (International).
II. CONFORMITY
These bylaws shall be supplemental to NAIW (International) bylaws and standing rules. If any amendment to NAIW (International) bylaws or standing rules causes these bylaws to conflict with NAIW (International) bylaws and standing rules, the Georgia Council bylaws shall automatically conform to NAIW (International) bylaws and standing rules. Dues or assessment of individuals or local Associations shall be prohibited.
III. COUNCIL DIRECTOR
A. Council Directors shall be elected at the council meeting for a term of one year or until their successors are elected and assume office. The Council Director shall assume office and duties on July 1. Council Directors cannot succeed themselves by election and cannot serve more than two consecutive terms in office.
B. The director shall:
1. Perform duties as stated in the NAIW (International) bylaws and standing rules, the council bylaws, by the International Board of Directors, by the International Executive Committee, by the International President, Council Director and Council Director-elect manuals.
2. Preside at the Georgia Council annual meeting. If unable to attend, an alternate appointed by the council director shall preside. In the event the council director is unable to appoint an alternate, the regional vice president shall appoint the alternate.
3. Appoint standing committees as provided in NAIW (International) bylaws rules and standing rules and these council bylaws.
4. Maintain the Council Nominating Committee file in accordance with procedures established by the NAIW (International) Board of Directors and contained in the Nominating Committee manual.
5. Fill any vacancy that may occur in a council elected position, other than council director and council director-elect, with the concurrence of the regional vice president. Local associations and members-at-large may submit candidates to the council director for consideration.
C. The director shall visit associations within the council during the current term subject to the following
guidelines:
1. Not to exceed the travel budget allocated for the term.
2. Not to exceed one (1) visit per association unless the expense for additional visit is being defrayed by the local association extending the invitation.
D. Should a vacancy occur in the position of council director, the council director elect shall immediately
assume the office of council director.
IV. COUNCIL DIRECTOR-ELECT
A. Council director-elects are elected to serve from the close of the annual meeting until they assume office and duties of the council director on July 1.
B. The director-elect shall:
1. Perform duties as stated in NAIW (International) bylaws and standing rules.
2. Appoint all standing committees except as otherwise provided in NAIW (International) bylaws and standing rules and these council bylaws.
3. Confirm the date and site of the annual meeting, immediately following election to office, in accordance with these by-laws and subject to the approval of the current regional vice president.
4. Attend the Annual Leadership Training meeting hosted by NAIW (International) and one (1) budgeted on-site planning visit with the annual meeting planning committee. The annual Council Director Leadership Training Meeting should be incorporated into the schedule at the regional conferences so as to not incur additional expenses for NAIW (International), Council Directors, Council Directors-Elect or Regional Vice Presidents.
4. Be the Georgia Council of NAIW (International) representative at the NAIW (International) international Convention held just prior to taking office on July 1st.
C. Should a vacancy occur in the position of council director-elect, the vacancy shall be filled by election of the local presidents of the council 60 days from the time of resignation. The vacancy shall be filled by a member from either the council or a member who has declared their association of record as being within that council.
In the event there is no council director-elect to serve as council director, the vacancy shall be filled by election of the local presidents of the council. The vacancy shall be filled by a member from either the council or a member who has declared their association of record as being within that council.
V. COMMITTEES AND AWARDS
A. Council Nominating Committee
1. The Nominating Committee shall be formed in accordance with Article IV. Section 3.D. of the NAIW (International) bylaws. The Nominating Committee shall be appointed by the council director-elect.
2. The Nominating Committee shall be appointed no later than July 1st preceding the annual council meeting.
3. The chairman shall be appointed by the council director-elect, and shall not have a vote. The Chairman must have previously served on the council Nominating Committee.
4. This committee shall meet at the annual meeting and recommend one (1) or more candidates for office.
5. The committee receives recommendations and qualifications of candidates from councils, local
associations, and active members. In addition, the committee can submit its own nominations.
The committee shall submit at least one name for each position to be filled. Following the report
of the committee, additional nominations may be made from the floor. The nominations are for
the following positions:
* Council Director-Elect
* Treasurer
* Delegate to Regional Nominating Committee
* Alternate to Regional Nominating Committee
* Public Relations/Program Chairman
* Membership Development Chairman
This committee shall recommend candidates for any additional elected positions provided for in
these bylaws.
B. Council By-Laws Committee
1. The director-elect shall appoint a chairman and two (2) members to review council by-laws.
2. This committee shall be appointed no later than December 15th.
3. The committee shall consider and/or correlate proposed amendments submitted, together with its own, and submit amendments receiving a majority vote of the committee to the annual meeting for consideration.
4. The committee may receive recommendations for proposed amendments from local associations
and active members which shall be submitted to the council meeting for consideration.
5. The chairman shall distribute the proposed amendments to all local associations and Members at Large not belonging to a local association no later than sixty (60) days prior to the annual meeting.
6. The committee shall correlate and publish all bylaws and amendments adopted at the council meeting, and furnish revised copies to NAIW (International) headquarters for distribution to all local associations, members at large, and the regional vice president immediately following adoption at the council meeting.
C. Credentials Committee
1. The council director shall appoint a chairman and at least two (2) members, who shall be present at the annual meeting. The committee shall receive credential forms, certify delegates and alternates, and register delegates and alternates at the council meeting.
2. Any member who contests a delegate or alternate certification shall do so to the committee. The Council Director shall make the final decision on contested delegate or alternate certification.
D. Council Public Relations/Program Committee
1. A public relations/program chairman shall be elected at the annual meeting and shall assume office and duties on July 1.
2. The chairman may appoint three (3) members as liaisons for education, legislation and safety, with the concurrence of the director.
3. This committee shall assist the director in managing the cooperative efforts with the insurance industry within the council.
4. This committee shall assist in supporting the education needs of member in insurance education, legislation, and safety issues in the council.
5. This committee shall promote NAIW (International) programs within the council.
E. Council Membership Development Committee
1. A membership development chairman shall be elected at the annual meeting and shall assume office and duties on July 1.
2. The chairman may appoint three (3) members as liaisons throughout the council to assist in the duties of this committee, with the concurrence of the director.
3. This committee shall assist the director in the organization of new associations and recruitment of active members within the council.
4. This committee shall promote membership development and retention within the council.
F. Council Awards Committee
1. The director-elect shall appoint an Awards Chairman and two other members no later than October
1st. This committee shall be responsible for selection of the Georgia Council Insurance Professional of the Year and the Professional Insurance Agents Individual Education Award.
2. The chairman shall email the official Award Rules and Entry form to each local association and
member-at-large no later than February 15th. The official form must be returned to the chairman
by August 15th.
G. Georgia Council Insurance Professional of the Year Award
1. Each association may nominate one (1) candidate for the award. Any member-at-large is eligible.
2. The host association of the council meeting shall purchase the award to be presented by the committee at the council meeting.
3. The winner will be selected based on the Award Rules and point system on the form.
4. Official Award Rules and form will be attached to these bylaws. Any changes shall be made at
the annual council meeting by a majority vote of the certified delegates.
H. Professional Insurance Agents Individual Education Award Committee
1. Any association member and member-at-large is eligible.
2. The award will be furnished by the Georgia Professional Insurance Agents.
3 Each candidate must have been employed in the insurance field for at least three (3) years and must have been an active member of NAIW for two (2) years. .
4. Official Award Rules and form will be attached to these bylaws. Any changes shall be made at the annual council meeting by a majority vote of the certified delegates.
I. AAMGA Award
The Council Director will select the winner based on input from others and personal judgment. Consideration is given to members who have made outstanding contributions to NAIW (International) during the past year.
J. Other council committees may be appointed by the council director
VI. MEETINGS
A. The council annual meeting shall be held in accordance with Article IV, Section 3.A. of the NAIW (International) bylaws. Councils shall hold an annual meeting for the purpose of transacting any business that may properly come before it. Council annual meetings should be held between the dates of September 1 and December 1, subject to approval by the current Regional Vice President
1. The voting body of the council meeting shall consist of one (1) delegate from each local association in that council.
2. Members-at-large (excluding Student Members-at-Large) in attendance at the council meeting shall meet and elect a certified delegate.
3. Delegates at the annual meeting shall register with the Credentials Committee prior to the business session and their national dues must have been paid.
4. The meeting program and planning shall be at the discretion of the council director -elect.
5. The registration fee for the annual meeting shall be determined by the hosting association with the approval of the council director-elect and subject to any restrictions in the NAIW (International) bylaws and standing rules.
6. The international representative shall be the regional vice president of the region who shall be provided time on the program to address the assembly.
7. A delegates' briefing open to all members shall be conducted by the council director and the regional vice president. The purpose of the briefing shall be to review any proposed amendments to NAIW (International) bylaws and standing rules or council by-laws.
B. Fund raising at the annual meeting shall be limited to those associations who will be hosting an annual meeting, regional conference or national convention or associations having hosted an annual meeting, regional conference or national convention resulting in a deficit. Fund raising will also be allowed for the purpose of establishing a Council Fund or to add revenue to an existing Council Fund. Council associations hosting other NAIW (International) meetings may raise funds at annual meetings.
C. The date and site of the council annual meeting is determined as follows:
1. The date for the Georgia Council will be the 4th weekend in September.
2. The site will be rotated so that the annual meeting will be sponsored by eight groups of local associations which will assume the responsibility of hosting the council meeting every eight years. New associations will fall into groups of their sponsoring association unless the delegates vote otherwise. The groups are as follows:
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7 Middle
Group 8
Restart the cycle with Group 1
Complimentary exhibit space will be provided for the next year’s host association. Other associations raising funds for future council meetings will be provided space at a fee of $25.00.
Funds derived as a result of hosting an Annual Council Meeting or Regional Conference can be used as follows:
1. Donated to Associations or Councils hosting a future annual meeting or regional conference,
And / Or
2. Held in an interest bearing account such as a certificate of deposit, principle and accrued interest for
the hosting of a future annual council meeting or regional conference;
3. If a local association (s) hosts an annual council meeting or regional conference, the association(s)
members will vote on the distribution of any surplus funds in accordance with point #1 and/or #2.
4. If a Council hosts an annual council meeting or regional conference, the delegates to the Council
will vote at the next annual council meeting on the distribution of any surplus funds in accordance
with point #1 and/or #2.
D. A Council Planning Meeting will be held on the first Saturday of May, the location to be decided by The Council Director. Another Council Planning Meeting may be held
VII. NOMINATIONS AND ELECTIONS
A. Nominations shall be in accordance with Article IV, Section 3.D of the NAIW (International) bylaws.
1. Candidates shall be in attendance at the annual meeting.
2. All candidates shall submit a resume of their qualifications to the nominating committee.
B. Elections shall be held in accordance with Article IV, Section 3.E of the NAIW (International) Bylaws.
VIII. RECOMMENDATIONS
A. The council and active may submit recommendations to be considered at the regional conference and the national convention provided:
1. That the recommendation was submitted by a local association and circulated to all associations and members-at-large in the council at least sixty days prior to the meeting at which it is to be voted on, and that the recommendation received a majority vote of the delegates present and voting, or
2. That the recommendation received a two-thirds vote of the delegates present and voting without prior notice.
IX. AMENDMENTS
A. Associations in the council and active members may submit recommendations for amendments to or a revision of the council bylaws.
B. These bylaws may be amended at the annual meeting by a majority vote of the delegates present and voting provided written notice has been submitted to Georgia Council associations and members- at-large at least sixty days prior to the annual meeting, and by a two-thirds vote without prior notice.
C. These by-laws may be revised at the annual meeting by a two-thirds vote of the delegates, provided revision was ordered at a previous meeting by a majority vote and the proposed revision shall have been submitted to Georgia Council associations and members-at-large sixty (60) days prior to the annual meeting.
D. Amendments to these by-laws or revision shall become effective at the close of the annual meeting at which adopted unless otherwise specified in said by-laws.
X. COUNCIL FUND
A. Fund shall be established as the Georgia Council of NAIW (International) Fund. Money may be accepted
into the fund by virtue of donations and through proceeds from council functions.
B. The fund shall be administered by a custodian who shall be elected by the delegates for a two year term.
C. The custodian shall:
1. Have general supervision and management of the receipts and disbursements during their term, which shall coincide with the fiscal year.
2. Develop the budget with input from the council director, public relations/program chairman, and membership development chairman. Budgeted funds for the fiscal year shall not exceed monies raised for the fiscal year. The budget shall be presented at the annual meeting for approval by the certified delegates.
3. Have the Council Director approve all expenditure.
4. Keep an itemized summary of all transactions and make a detailed report at the council annual meeting.
5. Submit books and records for audit when requested.
6. File any and all tax forms required.
D. The council director shall appoint two members who are in attendance at the annual meeting to audit the Fund at the annual council meeting.
E. The Fund is to be invested in an interest bearing (if available) account insured by FDIC.
F. The custodian of the Fund should be covered by a fidelity bond. The bond amount should be adequate to protect the Fund amount.
G. Expenditures from or dissolution of this Fund shall be limited to those authorized in the Council Fund Guidelines adopted by the NAIW (International) Board of Directors and published in the NAIW (International) Comprehensive Manual.
H. All checks shall have two (2) signatures. It is recommended the signers be the Council Director and the custodian of the fund.
I. Council directors and council director -elect budgets will be given to the council for reimbursement of council director and council director-elect expenditures each July by NAIW (International). Budget funds are restricted in accordance with NAIW (International) Standing Rules as follows:
1. Council Directors shall have a budget allocated for their term of office to be used to make one visit to each association in their council and for communications (photocopying & postage) with members in the council, not to exceed the budgeted amounts.
2. Council Directors-Elect shall have a budget allocated for their term of office to be used to make one (1) site visit to see the location and meet with the host association to plan the program for the Annual Council Meeting.
J. Expense vouchers must include a copy of the airline ticket, or a detailed account of mileage. Mileage will be reimbursed at 80% of the IRS mileage rate as of July 1st of the current year. This per-mile rate is intended to reimburse the owner/driver of the car for the operations and maintenance costs such as oil, fuel, tires, etc. It is not designed for effecting major repairs on the automobile, and expenses due to mechanical breakdown are not reimbursable. The per-mile rate reimbursed will not exceed the cost of a commercial airline ticket between the same points. In determining the mode of transportation – air or car – the less expensive option, which is compatible with the scheduling requirements, should be chosen.
K. For Postage & Photocopying – A separate expense voucher must be submitted for postage & photocopying. A copy of the mailing piece(s) for which reimbursement is sought must accompany the expense report.
L. All expense reports are to be typed or printed in ink and MUST be submitted within 30 days from the date of the expenditure, except for the month of June, which must be received by your council no later than June 30th to be considered for reimbursement. Expense vouchers must be accompanied by receipts for any expense over $10.
M. Council fund raising shall be the responsibility of the immediate past state director. Sources of
income shall include:
1. A fund raiser at the annual council meeting
2. Sales of State Pins
3. Other options for raising funds as determined by the Budget group.
N. The Council Director Elect shall appoint a Committee by March 1 to develop an annual budget to be
effective July 1 to June 30.
1. This committee shall consist of the three Past Council Directors, the current Treasurer and the current
Council Director, provided they consent to serve.
2. The budget shall be presented to and approved by the local presidents no later than June 30th
preceding the Council Director Elect’s term of office as Council Director on July 1st.
3. The budget shall consist of income and expenses as outlined in these Bylaws and NAIW (International)
bylaws and expense policy for Council Directors. The budget shall include the Council Director Elect’s
expenses for their term of office as Council Director.
O. The Fund shall reimburse the Council Director, if funds are budgeted and available, for:
1. Registration to the Regional Conference, plus airfare/mileage not to exceed $150.00.
Council Fund shall reimburse, if funds are budgeted and available, the council director-elect for:
1. Registration to National Convention, plus airfare/mileage and hotel not to exceed $300.00.
2. Registration to Regional Conference.
.
Council Director / Council Director-Elect may accept reimbursement from their employer as well as
from the Fund as long as the total does not exceed the actual amount of expense incurred and no profit
is made by the Council Director / Council Director-Elect.
XI. PARLIAMENTARY AUTHORITY
The rules contained in the latest edition of ROBERT’S RULES OF ORDER, NEWLY REVISED, shall be the parliamentary authority in all matters of procedures not specifically covered by NAIW (International) bylaws, standing rules, and procedure manuals and these bylaws.
Adopted September 1987
Amended: September 1988, 1989, 1990, 1991, 1992, 1993, 1994, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, September 26, 2009; September 25, 2010
INSURANCE PROFESSIONAL OF THE YEAR AWARD
1. The director-elect shall appoint an Awards chairman and two committee members no later than October 1st to administer Georgia Council Award for Insurance Professional of the Year and the PIA Education Award. The committee will receive submissions, verify information and determine the winners. Awards are presented at the annual meeting.
2. The host association of the state council meeting shall purchase the award to be presented by the committee at the annual state council meeting.
3. Each local association may submit only one member as a candidate for the award and each Member-at-Large may submit an application for this award.
1. The Chairman shall:
a) Email the official award form to each local association president and to each Member at Large.
b) Applications will be submitted electronically to the awards chairman.
c) SUBMISSION DEADLINE: AUGUST 15th. Submissions after the deadline will be disqualified.
4. The
a) Activities required to be listed for the period indicated; and
b) The essay.
Replies to some questions may require a separate sheet of paper. Answering each question (award criteria) is required for all candidates.
c) The committee will use the Scoring Sheet to verify and tally points. In the event of a tie, the committee will consider the extent and amount of activity and the essay content to determine a winner.
5. Once a member receives the Georgia Council Insurance Professional of the Year Award, they may not apply for this award for three (3) calendar years.
SCORING SHEET
Committee Member:
Nominee:
Association: Member-at Large
Date:
SECTION I NAIW INVOLVEMENT
This section describes the amount and consistency of the candidate’s participation and achievement in NAIW at all levels of the association. Points available:
10 Points each office 5 Points each committee chair
2 points each committee served 1 Point each meeting attended
5 Points each project/activity 1 Point each award / recognition
5 Points each CWC class 10 Points CWC Speak-Off
5 Points each council meeting 3 Points each Council planning meeting
5 Points each Regional Conference 5 Points each International Convention
Maximum Points – 25 points
Score
SECTION II EDUCATION
This section describes the candidate’s active pursuit of continuing professional education, both from NAIW and other sources. Points available:
10 points each NAIW course taught 3 Points each class/seminar taught
5 points each NAIW course/class taken 5 Points designation
3 points each designation course taken
Maximum Points – 25 points
Score
SECTION III INDUSTRY INVOLVEMENT
This section describes the candidate’s participation in the insurance industry. Points available:
2 Points each speaking engagement 2 Points each non-NAIW membership
3 Points each non-NAIW officer/position 3 Points each non-NAIW project / event
Maximum Points – 25 points
Score
SECTION IV ESSAY
On a separate sheet of paper (must be typed, double spaced) prepare a 200 word essay that describes what membership in NAIW (International) has meant to you and your career.
Maximum Points – 25 Points
Score
|
(Form must be typed by nominee and emailed to Awards Chairman)
Address:
Association: Year Joined NAIW
Employer: Position/Title
Points accumulated for a period of three (3) years
Judging Period: 7/1/ to 6/30/
SECTION I NAIW INVOLVEMENT (for all levels of NAIW – last 3 years)
Read each section carefully, limiting responses to the 3 year period. If a response requires a
separate sheet of paper, please note “see attached) under the criteria.
A. Local Association (last 3 years)
· List, with dates, each elected office, committee chaired and committee membership.
· List number of local association meetings attended on an annual basis.
· Members-at-Large list dates and location of association meetings attended.
· List dates, type of award or special recognition received from your local association.
· List date and participation for Young Professionals
· List dates of association projects / activities in which you participated.
· List dates of a CWC class or CWC speak-off in which you participated. Indicate if
you won or were runner-up.
B. Council (last 3 years)
· List dates served as Council Director, Director-Elect, Chaired a position (elected or appointed, or served in any capacity on a council committee or in a position.
· List date, location of council meetings attended; list council committees chaired or served on.
· List date, location of council planning meetings attended last 3 years.
· If your association hosted a council meeting, list positions held for association meeting committee.
· List date, type of award or special recognition received from your council.
· List dates and participation with focus groups and Young Professionals
· List dates, location of any CWC speak-off in which you participated. Indicate if you were
the winner or runner-up.
C. Regional (last 3 years)
· List dates and positions you served as Regional Vice President, chaired a committee, served on a committee or held any regional position (elected or appointed).
· List date, location of Regional Conferences you attended the last 3 years.
· List dates and participation with focus groups and Young Professionals
· List date, location of regional events in which you participated:
- CWC speak off
- NAIW (International Awards)
^ Rookie of the Year
^ Claims Professionals
^ Insurance Professional of the Year
^ Risk Management Professional
^ Professional Underwriter
Indicate if you were a regional winner and year
D. International (last 3 years)
· List dates, locations of any positions held at the international level (officer, committee chairman, committees served on) or committees at the international convention.
· List dates, locations of international conventions you attended, committees you chaired or
committees served on.
· List dates of participation in focus groups or Young Professionals in last 3 years.
· List dates of any International CWC speak-off in which you participated. Indicate if you were
winner or runner-up.
· List dates, type of any international awards or special recognitions.
SECTION II: EDUCATION (last 3 years)
· List specific titles, dates of any NAIW course completed (includes webinars).
· List specific titles, dates of NAIW courses taught.
· List any degrees or designations earned (no time limit).
· List specific titles, dates of any designation courses taken (CPCU, CIC, ARM, CLU, AIC, AAI, CISR, CPIW, etc); indicate if designation completed during award period.
· List specific titles, dates of insurance courses sponsored by your association. List specifics of your involvement with each course.
· List specific titles, dates of each insurance-related workshop or seminar attended.
· List specific titles, dates of each insurance-related workshop or seminar taught (not on the job).
SECTION III: INDUSTRY INVOLVEMENT (last 3 years)
· List dates, locations, group and topic of insurance related speaking engagements (not job related).
· List non-NAIW industry associations in which you held membership.
· List dates, offices, positions, committees chaired or committees served on for non-NAIW industry associations.
· List meeting names and dates for non-NAIW industry association meetings you attended.
· List dates, location of Industry special projects or events in which you participated (Big I, Career Day, EXPO, PIA, etc. Do not include educational courses or seminars)
· List any participation you have had with Insurance Scholarship Foundation of America.
SECTION IV ESSAY
Nominee should complete an essay, not to exceed 200 words, on a separate sheet of paper, describing what membership in NAIW (International) has meant to the nominee and their career.
We (I) certify the information contained in this entry is correct to the best of our (my) knowledge
____________________________________________
Signature of Nominee
Signature of Member-at-Large
Date: __________________
Revised 9/93, 9/95, 11/04, 5/10, 9/10
PIA EDUCATION AWARD
Award Rules and Official Form
1. The director-elect shall appoint an Awards chairman and two committee members no later than October 1st to administer the Georgia Council Award for Insurance Professional of the Year and the PIA Education Award. The committee will be responsible for receiving submissions, verifying information and selecting the winners. Awards are presented at the annual meeting.
2. PIA will purchase the Education Award.
3. Any association member and member at large is eligible. Submissions must be typed on the official form and emailed to the chairman by the deadline.
4. Each candidate must have been employed in the insurance field for at least three (3) years and
must have been an active member of NAIW for two (2) years.
5. The award covers the most recent three (3) year period as outlined on the entry form.
6. Submission Deadline: AUGUST 15th. Submissions after the deadline will be disqualified.
7. The chairman shall ask the Council Public Relations officer to send an e-blast email to every member with official rules and form attached. (Must be sent in word format so nominees can type and complete the form).
6. Clarification of a course, seminar, workshop:
a) Minimum class room or self study will be a time period of at least 1 hour.
b) A COURSE is a complete series of instruction periods or studies dealing with a subject leading to an exam, designation and/or graduation. The course must relate to the insurance field.
c) A SEMINAR or WORKSHOP is a short education program in which groups deal with insurance related subjects.
7. Instructing may not be a job function of the individual candidate. If a member earns his/her living by instructing such course, it will not be counted. Members can be paid for instructing courses if it is done on a volunteer basis (college, company, agency, etc.)
8. Points are assigned for each criterion with a maximum on most criteria. If the candidate instructs the same course more than once, points are earned each time the course is taught.
9. Once a member receives the PIA Education Award, they may not apply for this award for three (3) calendar years.
PROFESSIONAL INSURANCE AGENTS EDUCATION AWARD
(Candidate must type and email completed form to Awards Chairman)
Deadline for submission: August 15th
Address:
City: State: Zip:
Phone (work): (home)
Association:
Employer: Position:
Years in Industry: Year Joined NAIW:
JUDGING PERIOD: Last 3 years: July 1, to June 30,
MAXIMUM
1. List dates, courses attended leading to CPIW/M Designation. ____ 30 Points
(10 points per course)
2. List dates, course for self study leading to CPIW/M Designation. ____ 20 Points
(10 points per course)
3. List dates you sat for an exam leading to the CPIW/M designation. ____ 10 Points
4. List date, courses, for any other designation. ____ 20 Points
(10 points per course)
5. List dates, location of exams passed for other designations. ____ 30 Points
(10 points per exam)
6. Did you receive the CPIW/M designation this year? List month ____ 25 Points
7. Do you hold the CPIW designation? List year received. ____ 25 Points
8. Did you receive the CPCU/CLU designation this year? List month ____ 30 Points
9. Do you hold the CPCU/CLU designation? List year earned ____ 75 Points
10. Did you receive the CIC designation this year? List month ____ 25 Points
11. Do you hold the CIC designation? List year earned ____ 50 Points
12. Did you receive any other designation this year? (Such as AAM, ____ 20 Points
AU, AIM, CISR, etc.) List with month (10 points each)
13. Do you hold any other designation? List with dates. ____ 20 Points
(10 points each)
14. Did you pass any state licensing exam this year? List with dates ____ 10 Points
15. Do you have a State Insurance License? List type, year received ____ 25 Points
16. Have you written an educational article for any publication? Attach ____ 25 Points
copy.
17. List dates, location, topic of seminars, workshops or education day ____ 25 Points
on insurance related subjects. (2 points each)
18. List dates, courses of other non insurance-related courses you ____ 15 Points
have taken (accounting, management, self development, etc.)
(2 points each)
19. List date, course of NAIW courses taken. ____ 50 Points
(10 points each)
20. List dates, courses you instructed leading to the CPIW/M ____ 50 Points
designation? (25 points each course)
21. List dates, course of other insurance related course you instructed ____ 30 Points
(i.e., Introduction to Insurance, Introduction to Claims, Supervisory
Management, etc?) (10 Points each course)
22. List date, topic of any other insurance related or educational seminar, ____ 25 Points
workshop or class instructed but not already listed? (5 Points each)
23. Have you participated in joint discussions or spoke on NAIW or ____ 15 Points
any insurance related topic to other organizations or entities?
List with dates. (5 Points each)
24. Were you the recipient of the Region III Individual Education Achievement ____ 20 Points
List with dates.
25. Did you serve as chairman of the Education Committee for your ____ 30 Points
local association? List Year. (10 points each year)
26. Did you serve on the Education Committee? List Year. ____ 15 Points
(5 points each year)
27. Did you serve as Education Liaison on the state level? ____ 30 Points
28. Meetings attended each year: List years and dates ____ No Maximum
(1 point each meeting)
a) Association Board Meetings
b) Association General Meetings
I certify that the information documented on this entry form is correct to the best of my knowledge.
Signature of Candidate:
Date of Submission:
Adopted September 1992
Revised: 9/93, 5/10, 9/10