Job Description

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 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

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 Maintain and update client files and records in relevant systems (e.g., EPIC, Erlon, CSR24, PLATFORM Connect) Ensure all documentation and correspondence are accurate, complete, and compliant with company procedures Assist with onboarding packages, renewal materials, and annual reviews Prepare summaries, submissions, applications, and renewal comparisons for clients Execute certificates of insurance as requested by clients within a specified timeframe Update schedules (Vehicle, Driver, Contractors Equipment, Blanket Builders Risk) midterm & perform mid-term changes as requested/required by the client Respond to client requests in a timely manner Provide positive, proactive communication and ensure no accounts are lost to service issue

Education, Experience & Qualifications

AIC License or working towards Knowledge of Applied Systems EPIC Broker Management System 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 was acknowledged as one of the insurance industry's top workplaces in 2020 by Insurance Business Magazine. PLATFORM has ranked among the fastest growing companies across all industries in Canada for the past 3 years.