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Mekhael Insurance & Financial Services: Account Executive/ Gestionnaire De Compte

Mekhael Insurance & Financial Services

This is a Full-time position in Montreal, QC posted February 19, 2021.

MEKHAELis a customer-centric professional insurance advisor with a niche clientele.Join a growing broker team that has designed a truly client-centric business model.

Our team members are encouraged and measured on their ability to deeply understand our clients’ business needs and objectives to align with our customers’ best interests.

Our first mission is to understand our clients’ business and to protect it in the most efficient manner.

We support our team members with a corporate philosophy that empowers them to do what is best and express their knowledge.

Our process is carefully designed to support our team members with the time needed to provide deep expertise and tangible results.

We sell a process first, products second.

·Analyze, complete and communicate coverage checklists & exposure analysis to the team;
·Receive, gather and process information from clients to price insurance coverage;
·Review documentation for routine policy changes, additions, deletions, renewals and cancellations;
·Negotiate coverages with multiple insurers;
·Answer technicalinsurance questions requiring critical thinking skills;
·Analyze Insurance Contract wordings & identify differences;
·Contractual Risk Transfer thought leadership & advisory;
·Prepare insurance applications and/or interact with quoting systems;
·Prepare insurance proposal presentations and annual stewardship plans;
·Present plans and proposals to clients for sign-off;
·Be accountable to client promises;
·Establish and maintain strong relationships with insurers;
·Error-check coverages, execute necessary modifications and changes of coverage;
·Prepare content and correspondences to inform clients of various pertinent subjects and issues;
·Drafting Technical Newsletters, Case Studies & Guides;
·Coordinate work with outside professionals;
·Draft notes & meeting minutes with stakeholders; STANDARDS OF PERFORMANCE:
·Willingness to be accountable to a standard of quality and care through independent outside file reviews;
·Establish work processes and openness to provide constructive criticism
·Willingness to adhere to training and professional development initiates;
·Technical approach towards insurance contract analysis;
·Actively supports and incorporates company mission and core values into daily activities;
·Maintains a positive and respectful attitude with colleagues;
·Works as a team member to achieve company goals;
·Possesses a supportive and responsive manner with internal and external Clients;
·Maintains confidentiality of all information related to clients, employees, carriers, or as appropriate, other information;
·Consistently reports to work on time, respects deadlines and performs the duties of the position;
·Demonstrates leadership skills and continually leads by example;
·Critical Thinking Skills;
·Has the requisite insurance knowledge and experience necessary for independent decision-making.
·Possesses above average computer knowledge and skills;
·Strict attentionto detail and work process;
·Excellent proficiency in written and spoken French and English;
·AMF license or previous underwriting experience;
·RIBO License a plus;
·Ability to perform multiple tasks accurately and efficiently in a complex working environment.