Director, Real Estate Industry Group

PLATFORM is a national, employee-owned Canadian brokerage specializing in insurance, surety, group retirement & benefits, and life & estate solutions. We are driven by industry at the heart of everything we do. Our team of experts provide advisory and broking services that are unique to each client, ensuring that we embed ourselves as a trusted and strategic partner. The Director is responsible managing an assigned book of business within our Real Estate Industry Group. This role ensures the highest standards of client service, technical accuracy, and operational efficiency, while collaborating with internal and external stakeholders.

Your Role at PLATFORM
The successful candidate will assist our team with a variety of tasks. We are looking for professionals who want to join an exciting, fast paced environment with a strong learning culture and a focus on overall development
• Main strategic point of contact for an assigned book of business
• Provide oversight to Account Associates around daily tasks
• Sets strategy on program structure and renewal marketing exercise if applicable
• Participates in various strategy meetings as set out in our standard operating procedures (pre-renewal meeting, stewardship meetings, growth meetings etc.)
• Cross-sell other segments of our business with existing book of business
• Act as a liaison between clients and various other resources in the business (i.e. claims, captives etc.)
• Conduct client-facing and market-facing presentations as required
• Work with broader real estate team on complex coverage placements outside of assigned book of business

Education, Experience & Qualifications
• RIBO Level 1 License
• Knowledge of Applied Systems EPIC Broker Management System is preferred
• Experience in Insurance and/or the real estate /complex risk sector
• Proficiency with Microsoft Office suite of products
• Strong written and verbal communication skills
• Ability to work within a team environment with strong interpersonal skills
• Possess excellent organizational skills and attention to detail

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