PLATFORM is seeking an Account Associate to enhance client business relationships within the insurance sector. This role supports Account Managers in a vibrant, employee-focused environment.
In the Account Associate role at PLATFORM, you will assist with various essential tasks including documentation management and client request execution. Your efforts will significantly influence operational efficiency and client satisfaction as part of our employee-owned brokerage, dedicated to tailored insurance solutions across Canada.
Key Responsibilities:
• Support the Account Manager and Director in daily operations
• Ensure accurate documentation and communication filing
• Generate invoices and monitor account receivables
• Execute timely client requests for insurance certificates
• Prepare documentation required for business transactions
Requirements:
• RIBO Level 1 License or on track to obtain
• Knowledge of Applied Systems EPIC is preferred
• Competence in...