Cleveland Insurance Professionals June, 2014

Cleveland Insurance Professionals
June, 2014
President’s Message:
Officers:
Hello, Members.
Diane C. Fehlner,
CISR, CPIA
President
Barbara Kindel,
CISR, CIIP
The year has gone by so quickly.
Our theme this year was Teamwork with a smile.
President Elect
Linda Barrett,
CPSR CISR AAI CPIW DAE
Vice President
Hariett Rose
Treasurer
Lee Baird
Secretary
Board Members:
Barbara Kindel,
CISR, CIIP
ByLaws and Standing Rules
Lee Baird / Natalia Menendez
Education
CIP Board Members
Programs
Linda Barrett,
CPSR CISR AAI CPIW DAE
Membership/Rookie
Indeed, we’ve had teamwork, from a group of women who
are very busy in their own private lives. We have new
mothers, traveling business women, women working long
hours and then going home to families and their needs.
You’ve all managed to touch others, by attending our
meetings, meeting new people and making them feel
welcome, donating your time to projects, fund raising
efforts, CE and all that goes into being an active member.
We also had the wonderful Hospitality Room opportunity,
led by the team of Barb Kindel and Cathy Wolford. CIP made
the room come to life with fun, food, friendship (and a lot of
hard work and time donated by each and every one of you).
We’ve had several challenges this year within our group that
people have stepped in and taken on additional
responsibility that was not originally anticipated. We are a
very strong organization and I’ve been so proud to be
president of a wonderful, thoughtful, professional group of
women.
Committee Chairs:
Thank you for giving me one of the best times of my life.
Jeannine Westlock,
In Fellowship,
Diane Fehlner, President
HIA MHP CPIW DAE
Safety
Barbara Kindel,
CISR, CIIP
Woman of the Year
Hariett Rose
Executive of the Year
Eileen Cleary Education Award
Cathy Wolford, MSPA CPC CPIW DAE
Tiffany Willmott
Bulletin/Roster/Advertising
Lee Baird
Mary-Ellen Vogt
Auditing
Lisa Kaput / Gina Rose
Reservations
Upcoming Meetings (save the dates):
June 5-7, 2014 – IAIP International Convention
Double Tree-Mission Valley, San Diego, CA
June 19, 2014 – CIP Annual Industry Night
Delmonico’s Steakhouse, Independence, OH
Sept. 11, 2014 – CIP Monthly Dinner Meeting
Location to be Determined
Sept. 12-14, 2014 – Region IV Networking Weekend
Marriott, Cincinnati North Union Center
West Chester, OH
PRESIDENT’S THEME
OFFICERS ELECTED FOR 2014-2015
Congratulations to the candidates for officers of IWOC
who were elected to serve for the 2014-2015 term.
President–Barbara Kindel President Elect–Diane Fehlner
Vice President–Hariett Rose
Secretary–Tiffany Willmott
Treasurer–Deborah Boop
Please let any of the officers know if you are interested in
serving on a committee in the coming year.
2014-15 RENEWAL DUES
Current members should have received information via
email on renewing your IAIP dues on-line. The annual
amount for an Active Member for the upcoming year is
$94.50. CIP local dues are $40.00. The total due by
July 1st is $134.50. Renew your membership ONLINE
via credit card or electronic check only.
CAREER OPPORTUNITY
Are you or someone you know looking for a new
career?
If you can answer yes to the following
questions, we might be looking for you!
Do you have a positive attitude?
Are you a good communicator?
Are you motivated?
Are you punctual?
Are you organized?
Can you multi-task?
Are you a team player or are you able to take the ball
and run if needed?
Are able to navigate computer programs and websites
easily such as Word, Excel, FB, LinkedIn, ACT and
Constant Contact?
The DAY in the life of a Client Service Representative:
Change coverage for existing clients
Process new client policies
Setting appointments for Agent with current &
prospective clients
Implementing Social Media campaigns
Calling potential clients with survey question
Supporting Agent in all aspects of client services
Miscellaneous email and snail mail campaigns
NO 2 days alike. This is FAST paced and always
changing!
You will receive on the job training. This is an agency
this is predominantly personal lines and is located on
the East side of Cleveland in Highland Heights. Prefer
someone who is licensed but it’s ok if not but would be
required to get licensed within 90 days of start.
Full time or part time to start. The ideal candidate
would work towards office manager type duties and has
ownership opportunity!!!
Please
send
resume
to
Gina
Rose
at
[email protected]. If you have
any questions you can call me at 330-805-0839 (c) or
216-674-5253 (w).
DIRECTORY UPDATE
New work contact information:
Barbara Kindel
Britton Gallagher
1375 East 9th Street
Cleveland, OH 44114
Direct 216-658-7897
REGION IV NETWORKING WEEKEND
September 12-14, 2014 – Courtyard by Marriott
West Chester, OH
Your getaway weekend has some of the best and unique
shopping in the entire region!
Pack those shopping shoes; you’re going to need them!
• IKEA (West Chester) – Visit Ohio’s only IKEA. Signature
Swedish-style, fresh interior concepts and over 400,000
sq. ft. of incredible shopping to explore. And don’t
forget their famous meatballs.
• Cincinnati Premium Outlets (Monroe) – From Cole Haan
to Le Crousset. From North Face to Nike. Over 100 outlet
stores set into a beautiful, new outdoor mall, this is the
perfect place to spend an afternoon and save some
money.
• The Streets of West Chester – The Streets of West
Chester is just less than a mile away from your hotel.
Features delicious dining options such as PF Changs and
Mitchell’s Fish Market to popular retail options including
Barnes & Noble, Jos. A Bank, LOFT, and more. There is
also an innovative AMC West Chester 18 Theater for a
movie night.
• Bridge Water Falls (Fairfield) – Bridgewater Falls
Lifestyle Shopping Center has more than 45 stores,
restaurants and services, including Target, JCPenney, Bed
Bath and Beyond, Dick’s, T.J. Maxx and other leading
retailers.
• Uptown Oxford – Shopping and nightlife. What a
perfect combination. Spend a day (and night) in this
college town’s trendy uptown district.
• Art On Symmes (Fairfield) – Looking for that one-of-akind piece? Here you’ll find over 400 local and American
artists displaying handmade creations from jewelry to
glassware and art.
See the flyer is this newsletter for registration details.
HELLO! FORMER CIP MEMBER
We all enjoyed seeing Latoya Hubbard at our May dinner
meeting. Latoya was a member of CIP from 2008-2010
serving as Education/Program Chair, Bylaws/Standing
Rules Chair and President Elect. We were sad to say
Goodbye to Latoya when she moved to Pennsylvania to
accept a position as Flagship Client Manager with
Vanguard. She continues to work for Vanguard today in
Flagship Services, having re-located to Charlotte, NC
several years ago.
She was recently accepted as a
member of Leadership Charlotte, a 10 month program
for emerging and existing leaders, focusing on increasing
community knowledge, civic network and service. She
will work with community and business leaders in
various
programs
in
this
inclusive
leadership
development program. Congratulations, Latoya!
Latoya’s new contact information is:
Phones: 404-784-7099 cell, 484-680-9610 business cell
Email: [email protected]
Address: 806 W. 5th Street #211 Charlotte, NC 28202
72nd
You are cordially invited to the
Cleveland Insurance Professionals’
Annual Industry Night & Installation of Officers
Join us
Thursday June 19th, 2014
Delmonico’s Steakhouse
6001 Quarry Lane
Independence, OH
216-573-1991
5:30 – 6:30pm
6:30 – 7:30pm
7:30 – 9:00pm
Dinner choices:
Social Hour
Dinner
Presentation of Awards
Installation of Officers
Cost $35
Includes Salad, Rolls and Butter
1. Salmon with sweet pea hummus crust and risotto
2. Chicken Marsala with mashed potatoes and green beans
3. House cut Sirloin with mashers (no vegetable)
4. Eggplant Parmesan with spaghetti
Reservations: [email protected]
Reservation Deadline: Monday June 16th 12pm
Limited seating so make your reservation today!
Cancellation 72 hours advance notice or you will be billed
Southern Ohio Insurance Professionals
Association
2014 Region IV Networking Weekend
September 12 – 14, 2014
Name:
________________________________________________________________
Address:
_______________________________________________________________
City, ST, Zip
______________________________________________________________
Phone
______________________________________________________________
Email Address
______________________________________________________________
Itinerary
Friday:
Dinner on Your Own
Jammie Jam (Snacks and a DJ)
Saturday:
Grab & Go Breakfast
Monroe Outlet Shopping
Miami Valley Racino
Shops of West Chester
Many other Local Attractions
Saturday:
Dinner At A Local Winery
Sunday:
Sit Down Breakfast At The Hotel
Total
Total
$
$
Cost per Person: $85
Hotel Reservations:
Room Rate: $109
Courtyard by Marriott
Cincinnati North Union Centre
6250 Mulhauser Road
West Chester, Ohio 45069
(513) 341-4140/toll free 1-800-606-4318
Checks Payable to: SOIP
Send to: Dee Welsh
Cincinnati Insurance Company
Attn: e-CLAS Support Dept.
6200 South Gilmore Road
Fairfield, Ohio 45014
e-mail: [email protected]
Group Code: SOISOIA
Use this link to access our Online Group Reservation Page:
WWW.MARRIOTT.COM/cvgwc (ENTER THE DATES AND THE GROUP CODE
** Registration deadline is 8/24/2014**
you may mail or e-mail your
registration form
Your Life’s Wo
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Pro
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Office Hours: 8:00 a.m. to 5:00 p.m. CST
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CARSTAR~
JEANNINE WESTLOCK
ORGANIST I VOCALIST
PIANIST I HARPSICHORDIST
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11900 Washington SI. Auburn, Ohio 44
440·834·1155 330·920·1936 440·834·1156 Fax
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Profess:ionals.·,.
Connecting members. Building careers.
PAUL DAVIS
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Linda Ha9V
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