About the role
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.
Position Summary: We are seeking a detail-oriented and proactive Surety Account Associate to join our team. This role is responsible for supporting the issuance, administration, and servicing of all types of surety bonds, including contract, commercial, and specialty bonds. The ideal candidate will have a strong understanding of surety principles, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
Your Impact at PLATFORM The successful candidate will assist our Surety departments 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.
- Prepare and issue surety bonds across all categories (contract, commercial, subdivision, license & permit, etc.) as requested by clients
- Review bond request for completeness and accuracy
- Serve as a point of contact for clients regarding bond inquiries, renewals and modifications
- Ensure all activated, documents and correspondence are correct and filed into EPIC & Erlon, including full underwriting information, contact information, Client Executive and Service Team
- Assist Account Manager in onboarding packages
- Invoice bonds in EPIC concurrent with the issuance of the bond consistent with PLATFORM’s rules and procedures
- Use Surety Company portals and internal systems (EPIC/Erlon) effectively
- Ensure and verify all pertinent documents and correspondence are correct, retained and input into Erlon/EPIC as per PLATFORM’s procedures
- Coordinate with Account Manager/Client Executive to set up clients on e-bonding portals (ie. Xenex Signature Master) and upload bonds to e-bonding portals
- Prepare courier or mail packages for client documents
- Proactively manage workload and escalate to management when necessary
- Assist Account Managers in accounts receivable follow-ups, including preparing Statement of Accounts/Invoices for submittal to the client as a reminder of outstanding premiums due
- Own and be responsible for meeting or exceeding client expectations of PLATFORM
Process Improvement & Collaboration
- Contribute to the development and refinement of internal processes and workflows
- Collaborate with other departments to support cross-functional initiatives
- Stay current with surety industry trends, regulatory changes, and market developments
Education, Experience, Qualifications & Skills
- ACSB (Associateship of Canadian Surety Bonding) Designation or working towards
- Knowledge of Applied Systems EPIC Broker Management system is preferred
- Proficient in Microsoft Office bond management systems
- Strong written and verbal communication skills
- Possess excellent organizational skills and attention to details
- Strong organizational and communication skills
- Basic understanding of surety principles
- Attention to detail and ability to manage multiple tasks
- Work quickly and efficiently
- Ability to work independently and as part of a team
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 3 years.
About PLATFORM
PLATFORM stands at the forefront of navigating complex landscapes, offering unparalleled expertise in tailoring effective risk transfer solutions to meet both your general insurance and complex risk needs. With deep roots in construction, real estate, and other key industry verticals with our expanding team of professional advisors, our approach goes beyond mapping exposures; we are dedicated to helping our clients manage the increasing volatility of risks and enhancing their risk maturity. This drives better business outcomes, ensuring our clients are protected and positioned to thrive in an ever-changing environment.
Whether it’s crafting a comprehensive package for a local contractor, negotiating intricate terms for a large-scale infrastructure project, or restructuring and optimizing your global employee benefits program, our team deals with a wide spectrum of challenges and will collaborate closely with you to safeguard your business. We take pride in our consultative methodology, offering insight into insurance products our clients wish to acquire. We believe that knowledge is power ‒ especially when it comes to protecting your investments. As your broker, we ensure that you have a thorough understanding of your coverage, empowering you to make informed decisions.
Our goal is to provide our clients with a foundation for protection, growth, strategic advantage, and unwavering reliability. We believe that building business partnerships on these cornerstones fosters strong, mutually beneficial relationships that deliver both immediate and enduring advantages. By choosing PLATFORM, you gain a partner with a proven track record and the expertise necessary to equip your team with the advice, resources, and protection your business and assets demand. With us by your side, you can focus on your core operations, confident in the knowledge that your risk management needs are in capable hands.
About the role
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.
Position Summary: We are seeking a detail-oriented and proactive Surety Account Associate to join our team. This role is responsible for supporting the issuance, administration, and servicing of all types of surety bonds, including contract, commercial, and specialty bonds. The ideal candidate will have a strong understanding of surety principles, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
Your Impact at PLATFORM The successful candidate will assist our Surety departments 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.
- Prepare and issue surety bonds across all categories (contract, commercial, subdivision, license & permit, etc.) as requested by clients
- Review bond request for completeness and accuracy
- Serve as a point of contact for clients regarding bond inquiries, renewals and modifications
- Ensure all activated, documents and correspondence are correct and filed into EPIC & Erlon, including full underwriting information, contact information, Client Executive and Service Team
- Assist Account Manager in onboarding packages
- Invoice bonds in EPIC concurrent with the issuance of the bond consistent with PLATFORM’s rules and procedures
- Use Surety Company portals and internal systems (EPIC/Erlon) effectively
- Ensure and verify all pertinent documents and correspondence are correct, retained and input into Erlon/EPIC as per PLATFORM’s procedures
- Coordinate with Account Manager/Client Executive to set up clients on e-bonding portals (ie. Xenex Signature Master) and upload bonds to e-bonding portals
- Prepare courier or mail packages for client documents
- Proactively manage workload and escalate to management when necessary
- Assist Account Managers in accounts receivable follow-ups, including preparing Statement of Accounts/Invoices for submittal to the client as a reminder of outstanding premiums due
- Own and be responsible for meeting or exceeding client expectations of PLATFORM
Process Improvement & Collaboration
- Contribute to the development and refinement of internal processes and workflows
- Collaborate with other departments to support cross-functional initiatives
- Stay current with surety industry trends, regulatory changes, and market developments
Education, Experience, Qualifications & Skills
- ACSB (Associateship of Canadian Surety Bonding) Designation or working towards
- Knowledge of Applied Systems EPIC Broker Management system is preferred
- Proficient in Microsoft Office bond management systems
- Strong written and verbal communication skills
- Possess excellent organizational skills and attention to details
- Strong organizational and communication skills
- Basic understanding of surety principles
- Attention to detail and ability to manage multiple tasks
- Work quickly and efficiently
- Ability to work independently and as part of a team
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 3 years.
About PLATFORM
PLATFORM stands at the forefront of navigating complex landscapes, offering unparalleled expertise in tailoring effective risk transfer solutions to meet both your general insurance and complex risk needs. With deep roots in construction, real estate, and other key industry verticals with our expanding team of professional advisors, our approach goes beyond mapping exposures; we are dedicated to helping our clients manage the increasing volatility of risks and enhancing their risk maturity. This drives better business outcomes, ensuring our clients are protected and positioned to thrive in an ever-changing environment.
Whether it’s crafting a comprehensive package for a local contractor, negotiating intricate terms for a large-scale infrastructure project, or restructuring and optimizing your global employee benefits program, our team deals with a wide spectrum of challenges and will collaborate closely with you to safeguard your business. We take pride in our consultative methodology, offering insight into insurance products our clients wish to acquire. We believe that knowledge is power ‒ especially when it comes to protecting your investments. As your broker, we ensure that you have a thorough understanding of your coverage, empowering you to make informed decisions.
Our goal is to provide our clients with a foundation for protection, growth, strategic advantage, and unwavering reliability. We believe that building business partnerships on these cornerstones fosters strong, mutually beneficial relationships that deliver both immediate and enduring advantages. By choosing PLATFORM, you gain a partner with a proven track record and the expertise necessary to equip your team with the advice, resources, and protection your business and assets demand. With us by your side, you can focus on your core operations, confident in the knowledge that your risk management needs are in capable hands.