Job Description
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 Associate is responsible for supporting and servicing an assigned book of business within our Energy Industry Group. This role ensures the highest standards of client service, technical accuracy, and operational efficiency, while collaborating with internal and external stakeholders.
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
Provides support to the Account Manager and Account Director on a book of business (inclusive of annual, international and project placements)
Ensures all communication and documentation is filed correctly in the appropriate systems and in line with our standard operating procedures
Is responsible for generating invoices and keeping track of account receivables on a periodic basis set out by the account team
Is responsible for receiving and executing on client requests for certificates of insurance in a timely manner, in line with our standard operating procedures
Is responsible for the preparation of any documentation needed within the day-to-day activities of a book of business (submissions to market, renewal information collection, quotation reports, management reports, mid-term changes etc.)
Education, Experience & Qualifications
RIBO Level 1 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 has ranked among the fastest growing companies across all industries in Canada for the past 3 years.
Salary Range $55,000 to $65,000
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
Provides support to the Account Manager and Account Director on a book of business (inclusive of annual, international and project placements)
Ensures all communication and documentation is filed correctly in the appropriate systems and in line with our standard operating procedures
Is responsible for generating invoices and keeping track of account receivables on a periodic basis set out by the account team
Is responsible for receiving and executing on client requests for certificates of insurance in a timely manner, in line with our standard operating procedures
Is responsible for the preparation of any documentation needed within the day-to-day activities of a book of business (submissions to market, renewal information collection, quotation reports, management reports, mid-term changes etc.)
Education, Experience & Qualifications
RIBO Level 1 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 has ranked among the fastest growing companies across all industries in Canada for the past 3 years.
Salary Range $55,000 to $65,000
💡 Quick Summary
Seeking a career-building opportunity? The Account Associate, Energy Industry Group position is now open for candidates interested in the Insurance sector. This role in Calgary offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.
