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
- Ensure day-to-day service requests (certificates, changes etc.) are being met in a timely manner, in coordination with the account service team.
- Inclusive of;
i. Preparation of the tender slip
ii. Contract reviews with appropriate and relevant commentary. Ensuring insurance program compliance and advising on alternative risks / exposures
iii. Tender/Bid pricing. Working with insurers to provide indicative pricing for project specific or coverage that falls outside their annual program
- At renewal, ensure all relevant markets are approached in a timely manner (120-90 days prior).
- Co-ordinate all renewal options and present to the client 30 days in advance of renewal.
- 100% compliance to PLATFORMS Procedures, with no errors and omission’s
- Act as the primary client relationship manager in coordination with the account service team
- Provide outstanding customer service and advisory to your assigned book of business
- Meet with clients in person independently or with senior management
- Positive client feedback on their PLATFORM experience
- Design insurance program strategies and provide creative, alternative solutions based on client objectives.
- Ensure premium finance terms have been furnished with every quote
- Ensure payment schedule and understanding has been secured from client
- Prepare insurance submissions and conduct market meetings and negotiations with support of account service team.
- Develop strong market relationships
- Conduct analysis of current risk transfer programs
- Monitor changing risk and insurance issues within the marketplace and advice clients to help them better understand their risks.
Education, Experience & Qualifications
- RIBO Level 1 License or working towards
- 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
- Ensure day-to-day service requests (certificates, changes etc.) are being met in a timely manner, in coordination with the account service team.
- Inclusive of;
i. Preparation of the tender slip
ii. Contract reviews with appropriate and relevant commentary. Ensuring insurance program compliance and advising on alternative risks / exposures
iii. Tender/Bid pricing. Working with insurers to provide indicative pricing for project specific or coverage that falls outside their annual program
- At renewal, ensure all relevant markets are approached in a timely manner (120-90 days prior).
- Co-ordinate all renewal options and present to the client 30 days in advance of renewal.
- 100% compliance to PLATFORMS Procedures, with no errors and omission’s
- Act as the primary client relationship manager in coordination with the account service team
- Provide outstanding customer service and advisory to your assigned book of business
- Meet with clients in person independently or with senior management
- Positive client feedback on their PLATFORM experience
- Design insurance program strategies and provide creative, alternative solutions based on client objectives.
- Ensure premium finance terms have been furnished with every quote
- Ensure payment schedule and understanding has been secured from client
- Prepare insurance submissions and conduct market meetings and negotiations with support of account service team.
- Develop strong market relationships
- Conduct analysis of current risk transfer programs
- Monitor changing risk and insurance issues within the marketplace and advice clients to help them better understand their risks.
Education, Experience & Qualifications
- RIBO Level 1 License or working towards
- 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.