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.Your Impact at PLATFORMThe 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 proceduresIs responsible for generating invoices and keeping track of account receivables on a periodic basis set out by the account teamIs responsible for receiving and executing on client requests for certificates of insurance in a timely manner,



in line with our standard operating proceduresIs 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 & QualificationsRIBO Level 1 License or working towardsKnowledge of Applied Systems EPIC Broker Management System is preferredProficiency with Microsoft Office suite of productsStrong written and verbal communication skillsAbility to work within a team setting with strong interpersonal skillsPossess excellent organizational skills and attention to detailWhat We Can OfferPLATFORM 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 - $65,000#J-18808-Ljbffr

📌 Account Associate, Insurance - C$55,000 - C$65,000 A Year (Toronto)
🏢 PLATFORM
📍 Toronto