Support the Energy Industry Group at PLATFORM as an Account Associate. You'll ensure client satisfaction while maintaining operational efficiency and technical accuracy in a collaborative environment.
In this crucial role, you will assist the Account Manager and Director, managing an assigned book of business within the Energy Industry Group. Your responsibilities will include generating invoices, filing documentation, and preparing critical business documentation to meet client needs. A positive attitude toward learning and collaboration will help you thrive in this employee-owned firm.
Key Responsibilities:
• Support Account Manager and Director with business tasks
• File communication and documentation accurately
• Generate invoices and track receivables regularly
• Execute client requests for certificates of insurance promptly
• Prepare submissions, renewals, and reports for accounts
Requirements:
• AIC Level 1 License or in progress
• Familiarity with...