Surety Account Associate

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 solid emphasis on communication and organizational skills is key to thriving in PLATFORM’s fast-paced culture.

• 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

• Preferred experience with Applied Systems EPIC
• Proficiency in Microsoft Office applications
• Strong communication and interpersonal skills
• Impeccable organizational and detail-oriented mindset
• Teamwork ability essential for collaboration

Support clients effectively at PLATFORM, where your contributions make a real difference.