Opportunity Description
Contribute to the Energy Industry Group at PLATFORM as an Account Associate. Your role centers on delivering exceptional client service while maintaining operational standards in a supportive team culture.
As an Account Associate, you will support an assigned book of energy clientele, ensuring technical accuracy and operational efficiency in all tasks. Responsibilities include invoice generation, client request execution, and documentation preparation, all while adhering to established procedures. A dedication to learning and teamwork will enhance your success.
Key Responsibilities:
• Provide assistance to the Account Manager and Director
• Organize and file documentation and communication
• Generate and track invoices on a defined schedule
• Process timely client requests for insurance certificates
• Prepare market submissions and management reports
Requirements:
• AIC Level 1 License or currently pursuing
• Preferred knowledge of Applied Systems EPIC
...
As an Account Associate, you will support an assigned book of energy clientele, ensuring technical accuracy and operational efficiency in all tasks. Responsibilities include invoice generation, client request execution, and documentation preparation, all while adhering to established procedures. A dedication to learning and teamwork will enhance your success.
Key Responsibilities:
• Provide assistance to the Account Manager and Director
• Organize and file documentation and communication
• Generate and track invoices on a defined schedule
• Process timely client requests for insurance certificates
• Prepare market submissions and management reports
Requirements:
• AIC Level 1 License or currently pursuing
• Preferred knowledge of Applied Systems EPIC
...
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