Insurance Advisor, Real Estate Practice
Core
Delivers exceptional customer experience and manages commercial insurance accounts by binding coverage, preparing proposals, and processing documentation.
Role type
Insurance Advisor (Commercial Division)
Builds
Commercial insurance policies, certificates, and proposals for business clients
Domain
Insurance / Risk Management
Required skills
Level 2 General Insurance License, commercial insurance knowledge, customer service, documentation processing, Microsoft Office proficiency, typing speed
Preferred skills
EPIC, Policy Works, CSR24, Certificate Exchange experience, industry designation (CIP, CAIB, CRM), accounting experience
Technologies
EPIC, Policy Works, CSR24, Certificate Exchange
Responsibilities
Bind coverage and submit information to insurance companies, prepare proposals and certificates of insurance, manage account receivables and reconciliations, maintain accuracy of electronic and physical files, attend critical path meetings, continue professional development
Seniority
Mid-level (2-3 years experience)