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 support our Insurance team with expansion across Canada. 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.

Act as primary client relationship manager in coordination with the account service team Champion the brokering process with the help of the account service team on new business opportunities. Complete proposals and presentations to help attract new clients Penetrate existing book with additional lines of coverage (Cyber, D&O, Pollution, E&O, Excess Liability etc). Own and be responsible for exceeding PLATFORM's client service expectations Own and be responsible for retaining your assigned accounts Ensure client service levels and stewardship reports (where appropriate) are completed within the agreed time frame Manage, attend and follow up on deliverables from client meetings Be present and available whenever possible in the office for colleagues questions and issues as needed. Know, understand, and find ways to apply the PLATFORM Core Values to your everyday job. Be a mentor to those that need it, and a helpful, positive addition to your team and PLATFORM. Keep an open mind and be willing to learn new things and share what you know with others. Be an ambassador for PLATFORM by promoting the firm both internally and externally. Participate and contribute to PLATFORM meetings, committees and events.

Education, Experience & Qualifications

Eight (8) + years of Construction or Real Estate Insurance experience Post-secondary Education or equivalent 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