Job Description
Join PLATFORM as an Account Associate, specializing in small to medium business solutions in insurance. Deliver exceptional service while enhancing operational efficiency.
As part of the PLATFORM team, you'll provide comprehensive support to the Account Manager, ensuring high standards of service for our clients. Your duties encompass managing documentation, generating invoices, and efficiently handling client requests for certificates of insurance. Collaborating with internal and external teams will be pivotal to your success.
Key Responsibilities:
• Provide support to the Account Manager for business accounts
• Ensure all documentation and communication is properly filed
• Track receivables and generate invoices as scheduled
• Respond to client requests for certificates of insurance
• Prepare various documentation for day-to-day operations
Requirements:
• RIBO Level 1 License or actively working towards it
...
As part of the PLATFORM team, you'll provide comprehensive support to the Account Manager, ensuring high standards of service for our clients. Your duties encompass managing documentation, generating invoices, and efficiently handling client requests for certificates of insurance. Collaborating with internal and external teams will be pivotal to your success.
Key Responsibilities:
• Provide support to the Account Manager for business accounts
• Ensure all documentation and communication is properly filed
• Track receivables and generate invoices as scheduled
• Respond to client requests for certificates of insurance
• Prepare various documentation for day-to-day operations
Requirements:
• RIBO Level 1 License or actively working towards it
...