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.

Job description

  • 90 days before renewal, request from client updated schedules and MTO reports as appropriate
  • Review Finance Contracts and Invoices prepared by Associate
  • Prepare and send out the following within 5 days of bind order from the client:
    • Statement of Values
    • Invoices (Prepared by Associate)
    • Binder of Insurance as per quotes bound
    • Insurance Program Renewal Letters
    • Finance Contract (Prepared by Associate)
  • 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
  1. Review should include whether a certificate and/or insurance letter is required for the bid
  2. Review and approve certificates and insurance letters issued by the Associate as per the bid specification
  3. 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
  • 2-3 years Commercial Insurance Account Managing 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

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