Gestionnaire De Comptes D'assurances Commerciales || Commercial Insurance Account Executive

Montréal, QC, CA, Canada

Job Description

English Version Below

QUI NOUS SOMMES



MEKHAEL

est une agence d'assurance professionnelle desservant une clientele de niche.

Nous sommes specialises en assurances commerciales et offrons des solutions de gestion des risques sur mesure. Notre approche repose sur une expertise approfondie, des strategies de reduction des pertes et une methodologie axee sur les processus afin de proteger efficacement les entreprises et les particuliers.

LE RoLE



En tant que

Gestionnaire de Comptes d'Assurances Commerciales

, vous serez responsable de

negocier des solutions d?assurance et d?offrir des services strategiques proactifs a nos clients

. Le role consiste a collaborer etroitement avec notre equipe afin d?analyser les profils de risque, de developper des programmes d?assurance personnalises et de

batir des relations clients a long terme

. Votre connaissance en assurance commerciale sera essentielle pour conseiller les clients sur les strategies de reduction des pertes et veiller a ce qu?ils beneficient de la meilleure couverture possible.

PRINCIPALES RESPONSABILITES

Vos responsabilites se concentrent sur le conseil strategique, la retention client et l'execution du programme:

Conseils Clients et Gestion des Risques:

Agir en tant qu?

interlocuteur principal

pour les nouveaux clients et les clients existants, en fournissant des conseils experts sur leurs polices d?assurance P&C; Realiser des

evaluations de risques approfondies

pour determiner les couvertures adaptees aux activites des clients; Fournir des

conseils en gestion des risques

afin d'aider les clients a minimiser les pertes potentielles et a

reduire la frequence ou la gravite des reclamations

.

Execution et Soutien du Programme:

Gerer l?ensemble des aspects administratifs des polices, incluant la preparation des

devis, avenants, renouvellements et annulations; Assister a la preparation et a la presentation des propositions

pour de nouvelles couvertures, des modifications ou des ameliorations de programmes; Assister les clients dans le depot de leurs reclamations, en assurant le suivi avec les assureurs et en veillant a la soumission des documents necessaires.

Supervision Financiere et Conformite:

Assurer le suivi des paiements, renouvellements et facturations, surveillant ainsi la bonne

gestion financiere des comptes clients;

Mettre en place des controles internes et externes pour

garantir la conformite

avec les polices d?assurance, les contrats et les exigences reglementaires.
PROFIL RECHERCHE

Experience:

Minimum de

4 ans ou plus d'experience pertinente

(dans les deux dernieres annees) en gestion de comptes ou courtage en assurances. L'experience pertinente en

assurance commerciale de dommages

est specifiquement requise.

Certifications:

Une

Licence AMF en assurance des entreprises (Courtier) active est obligatoire

.

Langues:

La

maitrise du francais et de l?anglais (niveau C1)

est obligatoire. Le bilinguisme est requis en raison des interactions frequentes avec des clients, des collegues ou collaborateurs bases au Quebec, dans d'autres provinces canadiennes et/ou a l'etranger.*

Competences:

Experience en evaluation des risques, structuration de polices et negociation. Excellente capacite a developper et entretenir des relations clients.

Designations:

La designation de Canadian Risk Manager (CRM) et/ou RIBO est souhaitee (mais non necessaire).

Autre:

Permis de conduire valide au Quebec est souhaitee (mais non necessaire).
Ce que Nous Offrons

Allocation educative

Culture inclusive

Compte de bien-etre

(Allocation sante).

Avantage Transport


*

English Version

WHO WE ARE



MEKHAEL is a customer-centric professional insurance Agency with a niche clientele

. We specialize in commercial insurance, offering tailored risk management solutions. Our approach prioritizes deep expertise, loss mitigation strategies and a process-first methodology to protect businesses and individuals efficiently.

As an independently-owned brokerage and advisory firm, we have over three decades of experience working closely with companies and individuals in identifying operational risks and delivering tailor-made insurance programs. Our team members are encouraged and measured on their ability to deeply understand business needs and objectives to align with our clients' best interests.

THE ROLE



As a

Commercial Insurance Account Executive

on the Account Management team, you will be responsible for

brokering insurance solutions and providing proactive strategic services to clients

. Your knowledge and experience in commercial insurance will be crucial in advising clients on loss mitigation strategies and ensuring they receive the best coverage for their needs. You will work closely with our team to analyze risk profiles, develop tailored insurance programs and nurture long-term client relationships.

WHAT YOU'LL DO



Client Advisory & Risk Management:


? Act as the

primary point of contact

for new and existing clients, providing expert guidance on their P&C insurance policies.

? Conduct

comprehensive risk assessments

to determine appropriate P&C coverage for all areas of their business.

? Offer

risk management advice

to help clients minimize potential risks and reduce the frequency or severity of claims.

Program Execution & Support:


? Manage administrative aspects of policy administration, including the preparation of quotations, endorsements, renewals and cancellations.

?

Assist in the preparation and presentation of proposals

for new coverage, changes, or program upgrades.

? Assist clients in filing claims, following up with insurance carriers and ensuring proper documentation is submitted.

Financial & Compliance Oversight:


? Monitor the financial health of assigned accounts, ensuring all billing, payments, and renewals are processed correctly and timely.

? Implement internal and external audit controls to

verify compliance

with insurance policies, contracts and regulatory requirements

WHAT YOU OFFER



Experience:

Minimum

4+ years of relevant experience

(within the last two years) in account management, insurance brokerage. Relevant experience in commercial property and casualty insurance is specifically required. Experience in Construction and/or commercial property insurance is a strong plus.

Certifications:

Must have an

active AMF license in Commercial Lines (Broker)

. Relevant insurance broker certifications or licenses are required.

Designations:

Canadian Risk Manager Designation (CRM) and/or RIBO preferred (yet not necessary).

Language:

The ability to communicate

fluently in English and French (C1 levels both spoken and written) is a must

. Bilingualism is required due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces, and/or abroad. Proficiency in MS Office software. Knowledge of Epic system management is a strongasset.

Other:

Valid Quebec driver's license is strongly preferred.

WHAT WE OFFER



We are committed to providing a supportive environment and competitive rewards for our team:

Skill Development:

With manager approval, we provide an

Educational Allowance for skill development and/or certification

.

Inclusive Culture:

Experience a culture that values belonging, innovation, and collaboration.

Wellness Fund:

A health spending account

Transport

Benefit


Job Types: Full-time, Permanent

Pay: From $75,000.00 per year

Benefits:

Commuter benefits Paid time off
Ability to commute/relocate:

Montreal, QC H3A 1X7: reliably commute or plan to relocate before starting work (required)
Application question(s):

Describe a situation / scenario where you went above and beyond for a client. What happened? What was the result from your efforts?
Experience:

Account Management (Damage Insurance): 3 years (required)
Language:

French (required) English (required)
Licence/Certification:

AMF (Commercial) Licence (required)
Work Location: In person

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Job Detail

  • Job Id
    JD3016544
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Montréal, QC, CA, Canada
  • Education
    Not mentioned