Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Ahmed Youssef

Summary

Trilingual individual with a passion for contributing to team success and professional skill development. Driven by efficiency and innovation, I collect client data, conduct follow-ups, and streamline operations for a personalized client experience. Expertise in balancing risk management and strategic growth, serving as a trusted advisor to clients and business partners.

Overview

18
18
years of professional experience

Work History

Souscripteur Junior En Assurance Des Entreprises

Intergroupe inc.
09.2024 - Current
  • En tant que souscripteur junior au centre de placement, mon rôle consiste à analyser et à orienter les risques vers les compagnies d'assurance les plus adaptées
  • Mon objectif est de trouver des solutions optimales pour les courtiers et leurs clients, tout en respectant les critères des assureurs
  • Mes responsabilités incluent :
  • Analyse des risques : Examiner les dossiers soumis par les courtiers, identifier les caractéristiques des risques et évaluer leur acceptabilité selon les critères des assureurs partenaires
  • Appariement avec les assureurs : Sélectionner les compagnies d'assurance les mieux positionnées pour répondre aux besoins des entreprises en fonction de leur profil de risque
  • Collaboration avec les courtiers : Fournir des recommandations et des conseils aux courtiers pour optimiser la présentation des dossiers et maximiser les chances d'acceptation
  • Négociation des conditions : Travailler avec les assureurs pour obtenir les meilleures conditions possibles en termes de couverture et de tarification
  • Suivi et mise à jour des dossiers : Veiller à l'évolution des risques et des conditions de marché afin d'ajuster les solutions d'assurance en conséquence
  • Veille et conformité : Me tenir informé des tendances du marché et des évolutions réglementaires pour assurer une approche proactive et pertinente dans le placement des risques
  • Ce rôle me permet de développer une expertise en souscription tout en contribuant activement à la mise en place de solutions d'assurance adaptées aux besoins variés des entreprises

Financial Security Advisor

World Financial Group (WFG)
02.2024 - Current
  • I help individuals find their financial independence number and build personalized plans for rainy day savings, goal planning, and future security

What I Do:

  • Identify financial independence goals and create a clear savings and investment strategy
  • Optimize RRSPs, TFSAs, and other investments to maximize growth and tax efficiency
  • Provide insurance solutions for individuals and businesses, including life and corporate coverage
  • Ensure financial plans stay on track by reviewing and adjusting strategies as needed
  • Educate clients on financial concepts, empowering them to make informed decisions
  • Stay up to date with industry trends and regulations to offer the best advice
  • My goal is to help clients protect, grow, and enjoy their wealth with confidence

Assurance de Dommage des particuliers

IA Financial Group
11.2021 - 08.2022
  • Établissement de Contacts Personnalisés | Ventes de Contrats d'Assurances | Respect des Politiques de Souscription
  • Expert en créant un climat de confiance avec la clientèle pour faciliter les ventes de contrats d'assurances automobile et habitation tout en respectant les politiques de souscription de l'entreprise
  • Passionnée de mettre mes compétences à profit en travaillant avec les clients de iAAH

Retail Store Manager

Rogers Communications
05.2019 - 11.2021
  • As a results-driven manager, I led my team to surpass sales quotas, oversee store schedules, manage inventory, and handle daily corporate tasks
  • I prioritize personal development to achieve work objectives effectively
  • Coaching representatives consistently, I empower the sales team to reach targets and drive the store to meet quarterly objectives
  • Using methods like the GREAT method & SMART Objectives, I ensure exceptional customer experience (CSAT) and optimal team results
  • My success is built on strong leadership and a consistent work ethic
  • Attitude is everything, and I am committed to achieving excellence in the retail industry

Interim Manager

Rogers Communications
11.2018 - 06.2019
  • Retail Management Assistant | Sales Coaching and Team Leadership
  • Supporting the manager in coaching and mentoring a team of 8 sales associates
  • Proficient in driving sales performance and enhancing retail management operations

Sales Associate

Rogers Communications
07.2017 - 11.2018
  • Hardware Upgrades and New Activations Specialist
  • Proficient in performing seamless hardware upgrades and new activations
  • Skilled in optimizing device functionality and ensuring smooth transitions for enhanced user experiences

Data and Network Analyst I Tech support

TELUS
06.2016 - 03.2017
  • Enterprise and Business Support Specialist | Technical Support and Client Solutions
  • Experienced professional providing comprehensive enterprise and business support
  • Adept at delivering technical assistance and tailored client solutions to optimize operational efficiency and drive success

Sales Associate

Rogers Communications
10.2013 - 03.2016
  • Hardware Upgrades and New Activations Specialist
  • Proficient in performing seamless hardware upgrades and new activations
  • Skilled in optimizing device functionality and ensuring smooth transitions for enhanced user experiences

Store Manager

IGA Supermarkets
08.2007 - 10.2013
  • Service Department Supervisor | Cash & Safe Reconciliation | Inventory Management and More
  • Experienced supervisor overseeing service department operations with expertise in cash and safe reconciliation, as well as efficient inventory management
  • Skilled in leading teams, optimizing processes, and ensuring seamless operations for enhanced customer satisfaction

Education

Courtier En Assurance De Dommages - Insurance

AMF
Montreal

Skills

  • Effective Problem Solver
  • Documentation review
  • Analyzing data
  • Underwriting guidelines
  • Risk assessment
  • Relationship building
  • Sales support
  • Industry trends
  • Negotiation proficiency
  • Agent support
  • Multitasking
  • Written communication
  • Excellent communication

Languages

French
Native or Bilingual
Arabic
Professional Working
English
Native or Bilingual

Timeline

Souscripteur Junior En Assurance Des Entreprises

Intergroupe inc.
09.2024 - Current

Financial Security Advisor

World Financial Group (WFG)
02.2024 - Current

Assurance de Dommage des particuliers

IA Financial Group
11.2021 - 08.2022

Retail Store Manager

Rogers Communications
05.2019 - 11.2021

Interim Manager

Rogers Communications
11.2018 - 06.2019

Sales Associate

Rogers Communications
07.2017 - 11.2018

Data and Network Analyst I Tech support

TELUS
06.2016 - 03.2017

Sales Associate

Rogers Communications
10.2013 - 03.2016

Store Manager

IGA Supermarkets
08.2007 - 10.2013

Courtier En Assurance De Dommages - Insurance

AMF
Ahmed Youssef