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Job Description
Insurance professional responsible for providing support to internal and external customers with marketing, analyzing coverage, making coverage recommendations, preparation and presentation of proposal for a book for Condo Association/Property Management Insurance programs. (Less than $5,000 in revenue)

Duties and Responsibilities:

Serves as the key service client contact to analyze, recommend, communicate and implement Insurance solutions to cover risk appropriately for Condo Associations; includes pre-qualifying, reviewing, identifying and procuring coverage needs.
Works with Sales Executives /Producers/ Client Executives to achieve new business growth, retention and service standard goals.
Maintains a book of business
Ensures all client service needs are delivered within service standards in a professional manner.
Responsible for contract review, analyzing coverage, coverage recommendations, exposure and coverage questions, the creation of proposals, binding and completion of final deliverables to customers

AMS360 or EPIC Experience Preferred but not necessary
Image right/Worksmart Experience Preferred but not necessary
Prior Condo Support Experience preferred but not necessary
Prior Property & Casualty/Condo Client Management Experience is preferred
Intermediate personal computer skills, including electronic mail, scheduling, word processing, spreadsheet, and presentation.
2-20 Insurance License


Resourceful, ability to research and find solutions to problems and questions
Energetic and desire to learn new skills
Strong organizational skills with the ability to transition quickly from one project to another
Ability to problem solve, think logically and work independently
Ability to consistently demonstrate a positive attitude and lead by example
Works well under pressure and meets established deadlines
Strong written and verbal communication
Strong interpersonal skills with a collaborative approach
A disciplined approach to tasks and achieving deadlines
Ability to think strategically and formulate an action plan based on a given set of facts.

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Corporate Insurance Advisors
Sue-anne Bacan