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 Manager is responsible for supporting and servicing an assigned book of business in our Surety Department within the Construction Industry Group. This role ensures the highest standards of client service technical accuracy and operational efficiency while collaborating with internal and external stakeholders.
Your Role 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 Director on a book of business
Be the day-to-day contact for a client contact on the assigned book of business triaging requests as needed
Review client bid specifications determine and execute prequalification tender finals bonds & other client requests
Participate in credit file documentation collection
Education Experience & Qualifications
Knowledge of Applied Systems EPIC Broker Management System is preferred
Surety and/or construction experience 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.
Salary Range
$70000 - $90000 CAD per year
Please visit our careers page to see more job opportunities.
Required Experience:
Manager
PLATFORM is a national, privately owned Canadian brokerage specializing in insurance, surety, sub-default insurance and benefit solutions. We are driven by...