Discover your potential as an Account Associate in Surety at PLATFORM, a leader in the Construction Industry Group. Strive for excellence in client service and operational efficiency.
This role involves supporting the Account Manager and Director with your assigned book of business. You will engage in tasks ranging from invoicing to client documentation preparation while ensuring adherence to operational protocols. Collaborating with clients and internal stakeholders will be crucial.
Key Responsibilities:
• Provide comprehensive support to the account management team
• File all relevant documentation in compliance with protocols
• Generate and track invoices for client accounts
• Set up clients on e-bonding portals as required
• Execute documentation needed for prequalification and tender bonds
Requirements:
• Knowledge of Applied Systems EPIC is an asset
• Proficient in the Microsoft Office application suite
• Strong verbal and written communication ab...