Account Associate, Surety

2 weeks ago

Toronto, Ontario, Canada PLATFORM Full time

PLATFORM is a national, employee-owned Canadian brokerage specializing in insurance, surety, group retirement & benefits, and life & estate solutions. We are driven by industry at the heart of everything we do. Our team of industry experts provide advisory and broking services that are unique to each client, ensuring that we embed ourselves as a trusted and strategic partner. The Account Associate is responsible for supporting and servicing an assigned book of business in our Surety Department within the Construction Industry Group. This role ensures the highest standards of client service, technical accuracy, and operational efficiency, while collaborating with internal and external stakeholders.

Your Impact at PLATFORM
The successful candidate will assist our team with a variety of tasks. We are looking for professionals who want to join an exciting, fast paced environment with a strong learning culture and a focus on overall development

  • Provides support to the Account Manager and Account Director on a book of business (inclusive of annual, international and project placements)
  • Ensures all communication and documentation is filed correctly in the appropriate systems and in line with our standard operating procedures
  • Is responsible for generating invoices and keeping track of account receivables on a periodic basis set out by the account team
  • Coordinate with Account Manager to set up clients on e-bonding portals and upload bonds to the portal, if applicable
  • Execute prequalification, tender, final bonds, or other documentation as requested by clients
  • Review client bid specifications, and request additional details as needed
  • Is responsible for the preparation of any documentation needed within the day-to-day activities of a book of business (submissions to market, renewal information collection, quotation reports, management reports, mid-term changes etc.)
  • Prepare courier or mail packages for client documents

Education, Experience & Qualifications

  • Knowledge of Applied Systems EPIC Broker Management System is preferred
  • Proficiency with Microsoft Office suite of products
  • Strong written and verbal communication skills
  • Ability to work within a team environment 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 has ranked among the fastest growing companies across all industries in Canada for the past 3 years.

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