Job Description
Elevate your career with PLATFORM as an Account Associate in the Surety Department, focusing on the Construction Industry Group. Deliver top-tier client service while ensuring operational excellence.
In this role, you will support and service your own book of business within our Surety Department. Responsibilities include generating invoices, filing communications, and preparing necessary documentation for the account. Collaborating effectively with internal teams and external clients will be key to your success.
Key Responsibilities:
• Support Account Manager with business tasks and documentation
• File all communications accurately in the system
• Generate invoices and track account receivables
• Assist with client setup on e-bonding portals as needed
• Execute various documentation tasks for client requests
Requirements:
• Familiarity with Applied Systems EPIC preferred
• Proficiency in Microsoft Office Suite
• Strong written and verbal skills needed...
In this role, you will support and service your own book of business within our Surety Department. Responsibilities include generating invoices, filing communications, and preparing necessary documentation for the account. Collaborating effectively with internal teams and external clients will be key to your success.
Key Responsibilities:
• Support Account Manager with business tasks and documentation
• File all communications accurately in the system
• Generate invoices and track account receivables
• Assist with client setup on e-bonding portals as needed
• Execute various documentation tasks for client requests
Requirements:
• Familiarity with Applied Systems EPIC preferred
• Proficiency in Microsoft Office Suite
• Strong written and verbal skills needed...
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