Join PLATFORM as an Account Associate in the Real Estate Industry Group and play a pivotal role in client service excellence. This opportunity focuses on supporting account activities across various segments.
In this role, you'll work closely with Account Managers, ensuring operational efficiency in servicing a diverse book of business. Your responsibilities will encompass documenting communications, maintaining account receivables, and preparing essential business documents—all while ensuring technical accuracy.
Key Responsibilities: • Provide support to Account Managers for business needs • File communication and documentation according to procedures • Generate and manage client invoices regularly • Execute timely client requests for insurance certificates • Prepare documentation required for various account activities
Requirements: • RIBO Level 1 License or in progress • Preferably knowledgeable in Appl...