Account Manager – Construction

About PLATFORM Insurance

Construction and Real Estate

We are HIRING! Our construction team is looking for a motivated and ambitious individual to join our growing Construction team.

At its core PLATFORM focuses on delivering solutions to their clients which provide protection, reliability, opportunities for growth and a strategic advantage to their business.  We believe when we deliver on these key principles a foundation for a strong business relationship is built.

Job description

Topline Responsibilities:

  • Prepare and send out the following within 5 days of bind order from the client:
  • Statement of Values
  • Binder of Insurance as per quotes bound
  • Insurance Program Renewal Letters
  • Abeyance file to follow up for policy documents within 30 days of inception
  • Review and deliver Policy Documents within 60 days of the effective date – request changes from insurers as necessary
  • Request mid-term policy changes (endorsements) from insurance companies
  • Follow up/review policy endorsement documents
  • Send endorsement invoices and documents to client within 3 days of receipt
  • Assist, review and sign certificates of insurance issued by Associate
  • Assist Senior Account Manager with the preliminary tender bid specification review
  • Review should include whether a certificate and/or insurance letter is required for the bid
  • Review and approve certificates and insurance letters issued by the Associate as per the bid specification
  • Advise Senior Account Manager when preliminary review is complete
  • Assist Senior Account Manager with the marketing of certain files assigned to them
  • Assist Senior Account Manager to ensure all policies are bound as per expiration report
  • Assist with day to day tasks as assigned by the Senior Account Manager
  • Assist Senior Account Manager by preparing Surety Bonds for review
  • Deliver exceptional customer service to PLATFORM clients
  • Approach markets when required
  • Review contracts, prepare tender reviews



  • 3+ years Construction Insurance experience
  • Knowledge of Applied Systems EPIC Broker Management System is preferred
  • RIBO License is required
  • Strong written and verbal communication skills
  • Team orientation with strong interpersonal skills
  • Possess excellent organizational skills
  • Possess excellent attention to detail

Get in touch

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