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 assist our Construction Industry Group 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. Support the Account Management and Sales team by assisting with the assigned book of business.
- Execute certificates of insurance as requested by clients within a 2-hour timeframe
- Ensure copies of certificates of insurance are sent to insurers
- Coordinate the set up of client information in CS24, EPIC, and any other system as required
- Provide client access and assistance with the PLATFORM Connect portal
- Issue liability cards when requested
- Update schedules (Vehicle, Driver, Contractors Equipment, Blanket Builders Risk) midterm
- Perform mid-term changes as requested/required by the client
- Ensure proper use of software and portals
- Use Insurer portals to obtain documents
- Request policy changes to insurance companies
- Ensure all activities, documents and correspondence are correct and inputted into EPIC
- Review and invoice all endorsements consistent with PLATFORMS rules and procedure
- Issue Pre-qualification letters
- Prepare renewal materials including schedules, submissions, applications and renewal comparisons
- Provide support to team by checking policy documents for accuracy and completeness
- Execute the issuance of renewal certificates, liability cards, invoices, premium finance contracts, and all other relevant/required documentation within 5 days of renewal order.
- Enter claims into EPIC and Save open/close notices
- Request loss runs from Insurers
- Check EPIC unrouted attachments
Education, Experience & Qualifications
- 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 assist our Construction Industry Group 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. Support the Account Management and Sales team by assisting with the assigned book of business.
- Execute certificates of insurance as requested by clients within a 2-hour timeframe
- Ensure copies of certificates of insurance are sent to insurers
- Coordinate the set up of client information in CS24, EPIC, and any other system as required
- Provide client access and assistance with the PLATFORM Connect portal
- Issue liability cards when requested
- Update schedules (Vehicle, Driver, Contractors Equipment, Blanket Builders Risk) midterm
- Perform mid-term changes as requested/required by the client
- Ensure proper use of software and portals
- Use Insurer portals to obtain documents
- Request policy changes to insurance companies
- Ensure all activities, documents and correspondence are correct and inputted into EPIC
- Review and invoice all endorsements consistent with PLATFORMS rules and procedure
- Issue Pre-qualification letters
- Prepare renewal materials including schedules, submissions, applications and renewal comparisons
- Provide support to team by checking policy documents for accuracy and completeness
- Execute the issuance of renewal certificates, liability cards, invoices, premium finance contracts, and all other relevant/required documentation within 5 days of renewal order.
- Enter claims into EPIC and Save open/close notices
- Request loss runs from Insurers
- Check EPIC unrouted attachments
Education, Experience & Qualifications
- 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.