Elevate your career with PLATFORM as an Account Associate within Small/Medium Business Solutions. This role supports client needs while maintaining high service standards and operational efficiency.

At PLATFORM, you'll assist the Account Manager with a diverse book of business, focusing on delivering unparalleled client service. Your responsibilities will include generating invoices, managing account receivables, and handling various client requests efficiently. You'll collaborate closely with both internal teams and clients, ensuring accurate documentation and effective communication.

Key Responsibilities: • Support the Account Manager on a book of business • File communication and documentation appropriately • Generate invoices and track account receivables • Execute client requests for certificates of insurance • Prepare necessary documentation daily for business activities

Requirements: • RIBO Level 1 License or in progress • Familiarity with EPIC Broker ...