PLATFORM, founded in 2014, is a boutique brokerage that delivers specialized insurance and bonding solutions to the Development and Construction community. We offer leading strategic support, like a global brokerage, yet personalized service that can only be found in a boutique firm. At its core PLATFORM focuses on delivering solutions to their clients which provide protection, reliability, opportunities for growth, and a strategic advantage to their business.
How you will Impact PLATFORM
- We are looking for professionals who want to join an exciting, fast paced environment with a strong learning culture with a focus on overall development.
- Assist in reviewing current systems and workflows (EPIC, Erlon, Policy Works and HubSpot) utilized at PLATFORM and affiliated companies, determine gaps in the data that require updating to support reliable reporting
- Assist with data clean-up to ensure data integrity and mitigate the frequency of data errors
- Develop exception reports using the best reporting solution for the task at hand
- Monitor and provide metrics on clean-up efforts
- Participate as a valued member of the acquisition team with respect to data management
- Be an integral part of the reporting team
- Develop business reports using the data in EPIC, Erlon, Policy Works, and/or HubSpot including forecasting, budget and financial analysis to demonstrate the performance of the business
- Create solutions for reporting gaps utilizing VBA, Power Automate, etc.
- Main resource for VBA based solutions
- Participate in various initiatives and project teams
Education, Experience, and Qualifications
- Diploma or Bachelor’s degree in Computer Science, Business Administration, or related field.
- Strong working knowledge of VBA/Excel
- Strong attention to detail, problem-solving skills, excellent written and verbal communications
- Results oriented with a demonstrated ability to positively impact business results.
What we can Offer
PLATFORM offers competitive salaries and benefit plans. As an equal opportunity employer, we value diversity in the workplace. PLATFORM was acknowledged as one of the insurance industry’s top workplaces in 2020 by Insurance Business Magazine. PLATFORM has ranked among the fastest growing companies across all industries in Canada for the past 4 years.