Account Associate

2 weeks ago


Montréal QC HC E, Canada PLATFORM Insurance Full time

**Votre impact sur PLATFORM**

**Comment vous réussirez**
- Veiller à ce que les normes de qualité de service de PLATFORM soient toujours respectées par les clients
- Préparer les certificats et les lettres d'assurance, les factures et autres documents connexes nécessaires pour soutenir l'équipe de gestion des comptes dans l'exécution quotidienne du service à la clientèle.
- Préparer et envoyer la documentation conformément aux normes de service de gestion des comptes de PLATFORM
- Préparer les dossiers de renouvellement, organiser les données des clients et aider à la préparation des documents de marketing relatifs aux demandes de renouvellement
- Autres tâches assignées

**Scolarité, expérience et qualifications**
- Plus de 3 ans d’expérience en assurance construction ou immobilière
- Il est préférable de connaître les systèmes appliqués EPIC Broker Management System
- Solides compétences en communication écrite et verbale
- Orientation d’équipe avec de solides compétences interpersonnelles
- Posséder d’excellentes compétences organisationnelles et une attention aux détails

**Ce que nous pouvons offrir**

PLATFORM offre des salaires et des régimes d’avantages sociaux compétitifs. En tant qu’employeur équitable, nous valorisons la diversité dans le milieu de travail. PLATFORM a été reconnue comme l’un des meilleurs milieux de travail de l’industrie de l’assurance en 2020 par le magazine Insurance Business. PLATFORM a été classée parmi les entreprises à la croissance la plus rapide de toutes les industries au Canada depuis les 4 dernières années.
- _____________________________________________

Our mission is the pursuit of excellence through simplicity. We focus on delivering solutions to our clients which provide protection, reliability, opportunities for growth, and a strategic advantage to their business. This is the foundation on which our firm is built.

**How you will Impact PLATFORM**

**How you will be Successful**
- Ensure PLATFORM’s quality of service standards is always upheld with clients
- Prepare certificates and insurance letters, invoices, and other related documentation required to support the account management team in the daily execution of client service
- Prepare and send out documentation with adherence to PLATFORM’s account management service standards
- Prepare renewal files, organize client data and assist with the preparation of renewal submission marketing documents
- Other duties as assigned

**Education, Experience, and Qualifications**
- 3+ years of construction and/or real estate insurance experience
- Knowledge of Applied Systems EPIC Broker Management System is preferred
- 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 4 years.



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