Account Associate, Diversified Industries
About the role
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 Diversified Industries 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.)
Education, Experience & Qualifications
- RIBO Level 1 License or working towards
- 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.
How To Apply Thank you for your interest. Please forward resumes to awyszkowski@platforminsurance.com.
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.
Account Associate, Diversified Industries
About the role
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 Diversified Industries 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.)
Education, Experience & Qualifications
- RIBO Level 1 License or working towards
- 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.
How To Apply Thank you for your interest. Please forward resumes to awyszkowski@platforminsurance.com.
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.