Account Manager, Insurance

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 procedures
• 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