How You Will Impact PLATFORM

The successful candidate will provide service excellence to our customers and insurance markets while working as part of a larger, growing team. We are looking for professionals who want to join an exciting, fast paced environment with a strong learning culture with a focus on overall development.

How You Will Be Successful

• 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, And Qualifications

• AIC 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