PLATFORM INSURANCE
Surety Account Associate Role at PLATFORM
Job Description
Join PLATFORM as a Surety Account Associate, where you will contribute to our success in the Construction Industry Group. Focus on client service and operational accuracy every day.
As an integral member of our team, you'll manage your own book of business while collaborating with the Account Manager and Director. Your day-to-day responsibilities will involve generating invoices, managing receivables, and facilitating documentation for projects. This position is ideal for someone eager to foster client relationships.
Key Responsibilities:
• Assist Account Manager with various support tasks
• Ensure correct filing of all client communications
• Track invoicing and maintain account receivables
• Manage e-bonding portal setups for clients
• Prepare essential documentation and reports for clients
Requirements:
• Previous experience with Applied Systems EPIC is a plus
• Proficient in Microsoft Office programs
• Strong communication skills in writing and spea...
As an integral member of our team, you'll manage your own book of business while collaborating with the Account Manager and Director. Your day-to-day responsibilities will involve generating invoices, managing receivables, and facilitating documentation for projects. This position is ideal for someone eager to foster client relationships.
Key Responsibilities:
• Assist Account Manager with various support tasks
• Ensure correct filing of all client communications
• Track invoicing and maintain account receivables
• Manage e-bonding portal setups for clients
• Prepare essential documentation and reports for clients
Requirements:
• Previous experience with Applied Systems EPIC is a plus
• Proficient in Microsoft Office programs
• Strong communication skills in writing and spea...