Insurance Account Associate Role

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 Suite...