Job Description
Contribute to a thriving team at PLATFORM as an Account Associate in Surety. This role involves assisting account management and maintaining strong communication with clients in a dynamic environment.
As part of the PLATFORM team, you will support the Account Manager and Director on various tasks within the book of business. Proficiency in Applied Systems EPIC is preferred, and you'll be integral in generating invoices, maintaining documentation, and managing client relationships. Excelling in communication and organization will be crucial for success in this position.
Key Responsibilities:
• Support Account Manager by managing client documentation
• Generate invoices and track account receivables regularly
• Assist in setting up clients on e-bonding portals
• Execute documentation for prequalification and tenders
• Prepare courier packages for client documents
Requirements:
• Knowledge of Applied Systems EPIC preferred
• Proficiency in Microsoft Office su...
As part of the PLATFORM team, you will support the Account Manager and Director on various tasks within the book of business. Proficiency in Applied Systems EPIC is preferred, and you'll be integral in generating invoices, maintaining documentation, and managing client relationships. Excelling in communication and organization will be crucial for success in this position.
Key Responsibilities:
• Support Account Manager by managing client documentation
• Generate invoices and track account receivables regularly
• Assist in setting up clients on e-bonding portals
• Execute documentation for prequalification and tenders
• Prepare courier packages for client documents
Requirements:
• Knowledge of Applied Systems EPIC preferred
• Proficiency in Microsoft Office su...