Account Associate, Insurance

3 days ago


Calgary, Canada PLATFORM Insurance Full time

PLATFORM is a national, privately owned Canadian brokerage specializing in insurance, surety, sub-default insurance and benefit solutions. We are driven by industry at the heart of everything we do. Our team blends sophisticated expertise with strategic thinking, ensuring that our tailored solutions meet and exceed client expectations.

**Your Impact at PLATFORM**
- Support the Account Management and Sales team by assisting with the assigned book of business
- Execute certificates of insurance as requested by clients within a 2-hour timeframe
- Ensure copies of certificates of insurance are sent to insurers
- Coordinate the set up of client information in CS24, EPIC, and any other system as required
- Provide client access and assistance with the PLATFORM Connect portal
- Issue liability cards when requested
- Update schedules (Vehicle, Driver, Contractors Equipment, Blanket Builders Risk) midterm
- Perform mid-term changes as requested/required by the client
- Ensure proper use of software and portals
- Use Insurer portals to obtain documents
- Request policy changes to insurance companies
- Ensure all activities, documents and correspondence are correct and inputted into EPIC
- Review and invoice all endorsements consistent with PLATFORMS rules and procedures
- Issue Pre-qualification letters
- Provide support to team by checking policy documents for accuracy and completeness
- Execute the issuance of renewal certificates, liability cards, invoices, premium finance contracts, and all other relevant/required documentation within 5 days of renewal order.
- Enter claims into EPIC and Save open/close notices
- Request loss runs from Insurers
- Check EPIC unrouted attachments

**Education, Experience & Qualifications**
- AIC License or working towards
- 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



  • Calgary, Canada Acera Insurance Full time

    Associate, Personal Insurance Dec 16, 2025 Location: Calgary, AB, CA We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence....


  • Calgary, Canada Acera Insurance Full time

    Service Associate, Commercial Insurance Dec 19, 2025 Location: Calgary, AB, CA We put our people first. As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to...


  • Calgary, Alberta, Canada Acera Insurance Full time

    We put our people first. As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.   Our people are:Encouraged to challenge the status quo and never stop learning in their commitment to excellence.Empowered with a sense of accountability and autonomy to take...


  • Calgary, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...


  • Calgary, Canada PLATFORM Insurance Full time

    PLATFORM is a national, privately owned Canadian brokerage specializing in insurance, surety, sub-default insurance and benefit solutions. We are driven by industry at the heart of everything we do. Our team blends sophisticated expertise with strategic thinking, ensuring that our tailored solutions meet and exceed client expectations. **Your Impact at...


  • Calgary, Canada Ali Velji - Desjardins Insurance Agent Full time

    **Insurance Account Representative** - Desjardins Agent Team Member** Location: NW Calgary Type: Full Time **About us**: Ali Velji Insurance is a leading insurance provider committed to offering comprehensive coverage and exceptional customer service. With a strong focus on building long-term relationships, we strive to provide our clients with tailored...


  • Calgary, Canada Rogers Insurance Full time

    At Rogers, we take a **human approach to insurance**._ - We staff the best, we hire the best. People who are professional, experienced, and focused on exceeding the needs of our clients. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education, a dog-friendly office, popcorn and...


  • Calgary, Canada Rogers Insurance Full time

    At Rogers, we take a _**human approach to insurance**_._ - We staff the best, we hire the best. People who are professional, experienced, and focused on exceeding the needs of our clients. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education, a dog-friendly office, popcorn...


  • Calgary, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...

  • Account Executive

    3 minutes ago


    Calgary, Canada Westland Insurance Full time

    Calgary (East Village), AB, 1111 Olympic Way SE #300, Calgary, Alberta, Canada Req #3652 Friday, February 21, 2025 We're searching for a Commercial Account Executive. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Commercial Account Executive in Calgary, AB at our East Village office. You will be...