PLATFORM
Surety Account Associate Role at PLATFORM
Job Description
Become an essential part of the PLATFORM team as a Surety Account Associate. Focused on client support and documentation management, this role ensures smooth business operations.
In this position, you will assist Account Managers and Directors, providing critical support through various tasks. Your responsibilities will include generating invoices, tracking receivables, and ensuring documentation precision aligned with procedures. A strong emphasis on communication and organizational skills is key to thriving in PLATFORM’s fast-paced culture.
Key Responsibilities:
• Manage documentation for a diverse book of business
• Generate and track client invoices accurately
• Coordinate client setups on e-bonding portals
• Execute bonds and other documentation as needed
• Prepare client documentation for courier delivery
Requirements:
• Preferred experience with Applied Systems EPIC
• Proficiency in Microsoft Office...
In this position, you will assist Account Managers and Directors, providing critical support through various tasks. Your responsibilities will include generating invoices, tracking receivables, and ensuring documentation precision aligned with procedures. A strong emphasis on communication and organizational skills is key to thriving in PLATFORM’s fast-paced culture.
Key Responsibilities:
• Manage documentation for a diverse book of business
• Generate and track client invoices accurately
• Coordinate client setups on e-bonding portals
• Execute bonds and other documentation as needed
• Prepare client documentation for courier delivery
Requirements:
• Preferred experience with Applied Systems EPIC
• Proficiency in Microsoft Office...