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
- RIBO License
- 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
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