Account Associate, Private Client Group
3 weeks ago
**How you will Impact PLATFORM**
**How you will be Successful**
- Ensure PLATFORM’s quality of service standards is always upheld with clients
- Prepare and review client documentation including renewal reports
- Quote and bind coverages for new and existing clients
- Process changes on partner portals
- Seek ways to upgrade insurance market knowledge, while staying abreast of new products and policy changes
- Other duties as assigned
**Education, Experience, and Qualifications**
- 1-3+ years of experience within Personal Lines Insurance
- Knowledge of Applied Systems EPIC Broker Management System is preferred
- Knowledge of various company portals
- Strong written and verbal communication skills
- Team orientation with strong interpersonal skills
- Possess excellent organizational skills and attention to detail
**What we can Offer**
PLATFORM offers competitive salaries and benefit plans. As an equal opportunity employer, we value diversity in the workplace. PLATFORM was acknowledged as one of the insurance industry’s top workplaces in 2020 by Insurance Business Magazine. PLATFORM has ranked among the fastest growing companies across all industries in Canada for the past 3 years.
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