Your Impact at PLATFORM

The successful candidate will assist our Claims department 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.

• Manage the full claims lifecycle on behalf of PLATFORM clients, from initial reporting to file closure.
• Act as the primary claims contact for clients, ensuring timely, accurate, and proactive communication throughout the claims process.
• Independently manage complex and highseverity claims, including major losses, litigation, and coverage disputes.
• Proactively follow up with adjusters and clients to advance claims without reliance on Account Managers or Producers.
• Prepare and present claims reports and data analyses for client reviews, renewals, and midterm meetings.
• Represent clients in meetings with insurers, adjusters, and third parties, including site meetings and negotiations.
• Read, interpret, and provide guidance on policy wordings and coverage positions to internal teams and external stakeholders.
• Partner closely with Account Teams to develop and execute clientspecific claims strategies and achieve optimal outcomes.
• Serve as a technical resource within the claims team, providing mentorship, peer review, and process improvement input.
• Support business growth and collaboration by contributing to RFPs, client pursuits, and broader team initiatives.

Education, Experience & Qualifications

• 5+ years of commercial insurance claims experience, preferably within a brokerage, insurer, or independent adjusting environment
• Postsecondary education in Business, Insurance, Risk Management, or a related field
• RIBO License, and professional designation such as CIP, FCIP, or CRM preferred
• Proven ability to lead insurer and adjuster negotiations and represent clients in meetings and site visits
• Experience preparing claims reports, summaries, and presentations for clients, including renewal and midterm reviews

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 3 years.

Salary Range $75,000 to $100,000

Your Impact 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

• Provides support to the Account Manager and Account Director on a book of business (inclusive of annual, international and project placements)
• Ensures all communication and documentation is filed correctly in the appropriate systems and in line with our standard operating procedures
• Is responsible for generating invoices and keeping track of account receivables on a periodic basis set out by the account team
• Is responsible for receiving and executing on client requests for certificates of insurance in a timely manner, in line with our standard operating procedures
• Is responsible for the preparation of any documentation needed within the day-to-day activities of a book of business (submissions to market, renewal information collection, quotation reports, management reports, mid-term changes etc.)

Education, Experience & Qualifications

• RIBO Level 1 License or working towards
• Knowledge of Applied Systems EPIC Broker Management System is preferred
• 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

What We Can Offer
PLATFORM offers competitive salaries and benefit plans. As an equal opportunity employer, we value diversity in the workplace. PLATFORM has ranked among the fastest growing companies across all industries in Canada for the past 3 years.

The successful candidate will provide service excellence to our customers and insurance markets by servicing and maintaining the existing portfolio. 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.

The Benefit and Pension Administrator is responsible for administering the company’s benefit and pension program. They are competent in maintaining employee files, managing benefit data, and handling tight deadlines. Multi-tasking and customer service are at the heart of their day-to-day work, ensuring employees’ questions and concerns are promptly answered with care. Within their role, confidentiality is always at the top of their mind. The Benefit and Pension Administrator is professional and discrete, respecting the privacy of both the employees and the company.

How you will be Successful

• Maintain a high level of professionalism and sense of urgency to ensure client and/or participant expectations are consistently met
• Review and verify completed benefit enrolment packages for newly eligible employees for accuracy
• Enroll eligible employees in applicable benefits plans, process benefit changes, and advise employees of required/optional benefit changes due to life events
• Track and notify employees of benefit changes due to age/retirement and benefit eligibility due to changes in employment status
• Communicate with employees regarding benefit eligibility and answer any questions
• Work closely with benefit consultant and provider regarding employee benefit changes/additions/inquiries
• Communicate proactively with employees about anticipated benefit adjustments and make accommodations as necessary
• Reconcile monthly benefit invoice and provide details to client monthly
• Prepare and upload weekly pension file to service provider
• Monitor and update RPP set up/terminations as needed and prepare quarterly RPP reports

Education, Experience, and Qualifications

• University degree or college diploma 
• 5+ years of experience in group benefits, including client service, plan administration and benefits analysis
• Successful completion of CEBS, GBA is required and AMF preferred
• Strong written, verbal communication skills and strong interpersonal skills
• Proficient in SAAS process and implementation   
• Interested in AI automation and workflow process improvements
• Possess excellent time management & organizational skills and attention to detail
• Able to deal with people sensitively, tactfully, diplomatically, and professionally, at all times, and maintain confidentiality
• Ability to handle and manage multiple tasks simultaneously and with great ease
• Strong work ethic and positive team attitude
• Fluent in English and French is required 

The successful candidate will lead consulting engagements and negotiate with benefit carriers and vendors to secure health and welfare plan coverage for these employers. 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.

How you will be Successful

• Lead or co-lead complex client engagements, including managing overall service delivery, financial evaluations, plan design, renewals, business placement, benchmarking and other studies 
• Oversee multiple projects and ensure they are on time, within budget, and exceed client expectations
• Develop sophisticated benefits, design and renewal strategies and drive the development of tools and solutions to address complex client issues
• Be accountable for revenue/profitability for client accounts and projects
• Generate sales by expanding revenues from existing clients and by leading prospective efforts with new clients
• Maintain a high level of professionalism and sense of urgency to ensure client and/or participant expectations are consistently met

Education, Experience, and Qualifications

• University degree or college diploma in actuarial science, mathematics, statistics, finance or related preferred
• 5+ years of experience in group benefits, including client service and sales
• Successful completion of AMF License or similar required
• Strong proficiency in Microsoft Office suite
• Visualization skills in Power BI, Tableau or similar tools
• Coding experience in programming languages such as Alteryx, R, Python. VBA, or SQL preferred
• Solid understanding of group benefit underwriting principles, placement methodologies, and funding methods
• Ability to work independently and collaboratively within a team, managing multiple priorities under tight deadlines
• Superior organizational skills and strong attention to detail
• Fluent in English and French, must be bilingual 

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Votre contribution à la plateforme

La personne retenue dirigera des mandats-conseils et négociera avec les assureurs et fournisseurs afin d’obtenir des couvertures en santé et mieux-être pour les employeurs clients. Nous recherchons des professionnels souhaitant évoluer dans un environnement stimulant, dynamique et en forte croissance, offrant une culture d’apprentissage axée sur le développement continu.

Comment réussir dans ce poste

• Diriger ou codiriger des mandats clients complexes, incluant la gestion globale de la prestation de services, les évaluations financières, la conception de régimes, les renouvellements, les mises en marché, l’étalonnage comparatif et autres analyses
• Superviser plusieurs projets simultanément et veiller à ce qu’ils soient livrés à temps, dans le respect des budgets et en surpassant les attentes des clients
• Élaborer des stratégies sophistiquées de conception et de renouvellement des régimes d’avantages sociaux, et contribuer au développement d’outils et de solutions répondant à des enjeux clients complexes
• Assumer la responsabilité des revenus et de la rentabilité des comptes clients et des projets
• Générer des ventes en développant les revenus auprès des clients existants et en menant les démarches de prospection auprès de nouveaux clients
• Faire preuve d’un grand professionnalisme et d’un fort sens de l’urgence afin d’assurer que les attentes des clients et/ou des participants soient constamment satisfaites

Formation, expérience et qualifications

• Diplôme universitaire ou collégial en actuariat, mathématiques, statistiques, finance ou dans un domaine connexe (préféré)
• Plus de 5 ans d’expérience en avantages sociaux collectifs, incluant le service à la clientèle et le développement des affaires
• Réussite de la licence AMF ou d’une certification équivalente requise
• Excellente maîtrise de la suite Microsoft Office
• Compétences en visualisation de données avec Power BI, Tableau ou des outils similaires
• Expérience en programmation avec des langages tels qu’Alteryx, R, Python, VBA ou SQL (atout)
• Bonne compréhension des principes de tarification en assurance collective, des méthodologies de mise en marché et des modes de financement
• Capacité à travailler de façon autonome et en collaboration au sein d’une équipe, tout en gérant plusieurs priorités dans des délais serrés
• Excellentes aptitudes organisationnelles et grand souci du détail
• Maîtrise du français et de l’anglais; bilinguisme requis 

Your Impact at PLATFORM

The Health & Benefits Actuarial Associate supports the technical, analytical, and renewal aspects of our benefits consulting practice. In this role, you will work closely with Consultants, Operations, and carrier partners to ensure accurate pricing, reporting, renewals, and plan evaluations—particularly for small to midsized employer benefit programs.

This role is ideal for someone who thrives in a fastpaced environment, enjoys analytical work, and is eager to continue developing their career in group benefits consulting.

• Support client engagements through financial analysis, experience reporting, renewals, benchmarking, and pricing evaluations
• Assist with the preparation of renewal reports, marketing summaries, experience reports, and cost projections within established timelines
• Validate and compare premiums for group benefit plans across renewals, quotes, and benchmarking exercises
• Analyze group insurance financial statements and funding arrangements to support appropriate client recommendations
• Collaborate with Consultants, Operations, and carrier partners to ensure negotiated terms and conditions are accurately implemented
• Respond to internal inquiries related to pricing, plan designs, and renewals
• Peer review teammates’ work to ensure accuracy, consistency, and reasonableness
• Contribute to the development and enhancement of internal tools, templates, and workflows to improve efficiency and consistency
• Track carrier inconsistencies and competitiveness trends and support reporting to leadership

Education, Experience & Qualifications

• 3–5 years of experience in employee benefits, group insurance, or a related analytical or consulting role
• Diploma or degree in actuarial science, mathematics, statistics, finance, or a related field (preferred)
• Strong analytical skills with advanced proficiency in Excel and Microsoft Office
• Solid understanding of group benefit underwriting principles, placement methodologies, and funding methods
• Knowledge of VBA, Power BI, Alteryx, Python, or SQL considered an asset
• Strong organizational skills, attention to detail, and ability to manage multiple priorities under tight deadlines
• Ability to work independently while collaborating effectively within a team environment

Your Impact 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

• Provides support to the Account Manager and Account Director on a book of business (inclusive of annual, international and project placements)
• Ensures all communication and documentation is filed correctly in the appropriate systems and in line with our standard operating procedures
• Is responsible for generating invoices and keeping track of account receivables on a periodic basis set out by the account team
• Is responsible for receiving and executing on client requests for certificates of insurance in a timely manner, in line with our standard operating procedures
• Is responsible for the preparation of any documentation needed within the day-to-day activities of a book of business (submissions to market, renewal information collection, quotation reports, management reports, mid-term changes etc.)

Education, Experience & Qualifications

• RIBO Level 1 License or working towards 
• Knowledge of Applied Systems EPIC Broker Management System is preferred
• 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

What We Can Offer
PLATFORM offers competitive salaries and benefit plans. As an equal opportunity employer, we value diversity in the workplace. PLATFORM has ranked among the fastest growing companies across all industries in Canada for the past 3 years.

Platform Financial Group, a division of Platform Insurance Management, serves as its dedicated advisory arm. PLATFORM Insurance Management is a national, privately owned Canadian insurance brokerage that specializes in providing insurance, surety, and other risk management solutions, particularly for the construction, energy, infrastructure, and real estate industries. The company offers a wide range of services, including global insurance and risk control, claims advocacy, and merger & acquisition liability, with a focus on tailoring solutions to meet the specific needs of its clients.  

With the continued growth of its advisory practice, Platform Financial is expanding its leadership team by appointing a Director, Tax & Estate Planning to elevate planning standards, strengthen strategic outcomes, and reinforce its commitment to delivering exceptional client value.

Platform Financial is seeking a highly motivated and strategic Director, Tax & Estate Planning to join our growing team. This leadership role is ideal for a professional who thrives on both technical excellence and relationship-building. The Director will play a pivotal role in guiding complex client planning by:

• Evaluating ownership structures and identifying planning pathways
• Leading and supporting client meetings with clarity and confidence
• Preparing technical memorandums and structured planning strategies
• Coordinating with external professionals to ensure seamless execution
• Helping advisors articulate clear, actionable solutions for clients

This position blends deep tax and estate planning expertise with client-facing advisory capability, supporting meaningful outcomes for families in the real estate and construction sectors.

Equally important, the Director will focus on building strong internal relationships across teams, fostering collaboration, and ensuring advisors and colleagues are supported with transparent communication and shared knowledge. By strengthening internal trust and alignment, the Director will help drive growth opportunities and deliver exceptional value to clients.

Key Responsibilities

• Lead/co-lead client meetings with business owners, incorporated professionals, and real-estate families.
• Offer well-reasoned analysis on tax, estate, and corporate planning considerations.
• Review complex ownership structures including holding companies, LP/GP structures, development entities, and freeze transactions.
• Run and compare illustrations, prepare tailored proposals and planning briefs, draft technical notes and explanatory documents to support advisory recommendations, and compile financial evidence packages for underwriting.
• Collaborate with clients’ accountants, lawyers, and external advisors to ensure alignment in planning.
• Support advisors across the practice by providing technical clarity.
• Contribute to internal frameworks, planning tools, and intellectual capital.
• Represent Platform at leading conferences in tax, estate planning, life insurance, and finance.
• Collaborate with senior leadership on initiatives to enhance Platform’s brand visibility and market positioning internally and externally.
• Lead internal educational seminars, develop distribution materials, and strengthen relationships across Platform’s referral networks, advisors, and agency partners.

Experience 

• CPA, CA with strong grounding in tax, private enterprise advisory, or owner-managed business environments.
• Skilled at interpreting complex structures and communicating planning considerations clearly.
• Comfortable engaging with senior accountants, tax counsel, and sophisticated real-estate families.
• Professional and articulate; committed to precision and thoughtful advisory.
• Preferred credentials: MTax, TEP, FEA, CLU coursework