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.
Your Impact at PLATFORM The successful candidate will support our Insurance team with expansion across Canada. 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.
- Act as primary client relationship manager in coordination with the account service team
- Champion the brokering process with the help of the account service team on new business opportunities.
- Complete proposals and presentations to help attract new clients
- Penetrate existing book with additional lines of coverage (Cyber, D&O, Pollution, E&O, Excess Liability etc).
- Own and be responsible for exceeding PLATFORM’s client service expectations
- Own and be responsible for retaining your assigned accounts
- Ensure client service levels and stewardship reports (where appropriate) are completed within the agreed time frame
- Manage, attend and follow up on deliverables from client meetings
- Be present and available whenever possible in the office for colleagues questions and issues as needed.
- Know, understand, and find ways to apply the PLATFORM Core Values to your everyday job.
- Be a mentor to those that need it, and a helpful, positive addition to your team and PLATFORM.
- Keep an open mind and be willing to learn new things and share what you know with others.
- Be an ambassador for PLATFORM by promoting the firm both internally and externally.
- Participate and contribute to PLATFORM meetings, committees and events.
Education, Experience & Qualifications
- Eight (8) + years of Construction or Real Estate Insurance experience
- Post-secondary Education or equivalent
- RIBO License
- Knowledge of Applied Systems EPIC Broker Management System is preferred
- Strong written and verbal communication skills
- Team orientation with strong interpersonal skills
- Possess excellent organizational skills and attention to detail
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.
Your Impact at PLATFORM The successful candidate will support our Insurance team with expansion across Canada. 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.
- Act as primary client relationship manager in coordination with the account service team
- Champion the brokering process with the help of the account service team on new business opportunities.
- Complete proposals and presentations to help attract new clients
- Penetrate existing book with additional lines of coverage (Cyber, D&O, Pollution, E&O, Excess Liability etc).
- Own and be responsible for exceeding PLATFORM’s client service expectations
- Own and be responsible for retaining your assigned accounts
- Ensure client service levels and stewardship reports (where appropriate) are completed within the agreed time frame
- Manage, attend and follow up on deliverables from client meetings
- Be present and available whenever possible in the office for colleagues questions and issues as needed.
- Know, understand, and find ways to apply the PLATFORM Core Values to your everyday job.
- Be a mentor to those that need it, and a helpful, positive addition to your team and PLATFORM.
- Keep an open mind and be willing to learn new things and share what you know with others.
- Be an ambassador for PLATFORM by promoting the firm both internally and externally.
- Participate and contribute to PLATFORM meetings, committees and events.
Education, Experience & Qualifications
- Eight (8) + years of Construction or Real Estate Insurance experience
- Post-secondary Education or equivalent
- RIBO License
- Knowledge of Applied Systems EPIC Broker Management System is preferred
- Strong written and verbal communication skills
- Team orientation with strong interpersonal skills
- Possess excellent organizational skills and attention to detail
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.