PLATFORM is seeking an Account Associate to enhance client business relationships within the insurance sector. This role supports Account Managers in a vibrant, employee-focused environment.In the Account Associate role at PLATFORM, you will assist with various essential tasks including documentation management and client request execution. Your efforts will significantly influence operational efficiency and client satisfaction as part of our employee-owned brokerage, dedicated to tailored insurance solutions across Canada.Key Responsibilities:• Support the Account Manager and Director in daily operations• Ensure accurate documentation and communication filing• Generate invoices and monitor account receivables• Execute timely client requests for insurance certificates• Prepare documentation required for business transactionsRequirements:• RIBO Level 1 License or on track to obtain• Knowledge of Applied Systems EPIC is preferred• Competence in Microsoft Office suite• Strong verbal and written communication abilities• Excellent organizational skills and attention to detailDrive success at PLATFORM while delivering high-quality support in the insurance industry.#J-18808-Ljbffr
Account Associate In Insurance Brokerage
PLATFORM
toronto, toronto
Published 20 days ago
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