Start your journey as an Account Associate at PLATFORM, a leading Canadian insurance brokerage. This position emphasizes client-focused service and operational excellence.
In this role, you'll support the Account Manager with managing an assigned book of Small/Medium Business Solutions. This includes ensuring accurate documentation, generating invoices, and timely client communication. You'll also engage with various stakeholders, ensuring the delivery of high-quality insurance services tailored to client needs.
Key Responsibilities:
• Assist Account Manager with diverse business accounts
• Maintain accurate records of communication and documentation
• Prepare and track invoicing as per account guidelines
• Fulfill certificates of insurance for clients efficiently
• Compile necessary reports and documentation regularly
Requirements:
• RIBO Level 1 License or pursuing
• Knowledge of EPIC Broker Management System desirable
• Proficient in Microsoft Office...