CAI-NJ March 2022

“Act in the client’s best interests; refrain from making inaccurate or misleading representations or statements...”

INSURANCE BUSINESS... from page 24.

6. Disclose all relationships in writing to the client regarding any actual, potential or perceived conflict of interest between the Specialist and other parties, including, but not lim- ited to, management companies, insurance carriers, developers, con- tractors and legal counsel. 7. Conduct oneself in accordance with the Community Insurance & Risk Management Specialist requirements. 8. Not represent to anyone as being an Insurance & Risk Management Specialist designee until such time as they receive written con- firmation from the Insurance & Risk Management Specialist Designation Review Board or CAI of receipt of the designation. 9. Deliver insurance policies and loss history in a timely manner.

federal, state, and local laws, ordinances, and regulations, if any, in effect where the CIRMS designee practices. 2. Participate in continuing profession- al education through CAI and other industry related organizations. 3. Act in the client’s best interests; refrain from making inaccurate or misleading representations or statements; not knowingly mis- represent facts to benefit the Specialist. 4. Undertake only those engagements they can reasonably expect to per- form with professional competence. 5. Exercise due care in delivering services.

10. Refrain from criticizing competitors or their business practices; act in the best interests of their employ- ers; maintain a professional rela- tionship with peers and industry related professionals. 11.Conduct oneself in a professional manner at all times when acting in the scope of their employment. 12.Not engage in any form of price-fixing, anti-trust or anti-com- petition. 13.Not use the work products of col- leagues or competing insurance and risk management firms that are considered proprietary with- out the author’s written permission or the insurance and risk manage- ment firm. 14.Abide by the re-designation poli- cy of CAI Professional Progress By maintaining, demonstrating and communicating the requirements of the CIRMS code of ethics, community asso- ciations and their boards will be treated with the utmost respect and profession- alism. Their brokers will continue to learn about and stay on top of current insurance issues. Coverage developed will be comprehensive, effective, and competitively priced. The insurance pro- fessional will be able to wear a brown suit with dignity. n

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