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 within our Natural Resources 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
Is responsible for receiving and executing on client requests for certificates of insurance in a timely manner in line with our standard operating procedures
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.)
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
Education Experience & Qualifications
AICLevel 1 License or working towards
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.
Please visit our careers page to see more job opportunities.
Required Experience:
IC
Account Associate, Natural Resources • Calgary, Alberta, Canada
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