Join PLATFORM as an Account Associate supporting the Energy Industry Group. Ensure top-notch client service and operational efficiency with a focus on development and collaboration.
You will play a vital role in servicing a designated book of business while collaborating closely with internal and external stakeholders. Main duties involve tracking account receivables, handling client requests, and ensuring all documentation aligns with standard operating procedures. A proactive attitude in a fast-paced environment is essential.
Key Responsibilities:
• Assist in managing business tasks for the Account Manager
• Maintain accurate filing of communications and documents
• Manage invoicing and receivables periodically
• Fulfill client requests for certificates of insurance efficiently
• Prepare necessary account documentation and reports
Requirements:
• AIC Level 1 License or actively pursuing
• Knowledge of Applied Systems EPIC is an asset
• Proficient with...