Making sure to offer the right financial product to all clients, for every step in their life... here is a great challenge for someone who likes helping and who is able to explain financial and insurance products in a simple way. You have ease in your relations with others, you are rigorous and curious in the search for solutions and are an entrepreneur. There is always a job for you, as much in damage insurance as in personal insurance and financial planning !
The damage insurance agent identifies the client’s insurance needs by looking for the best protection offered by his employer.
The product development consultant is responsible for the achievement of planned results or for the realization of action plans linked to risks analysis and the establishment of rates in individual insurance.
The customer service agent/Customer experience verifies and processes each benefit demand received and the appropriate warrantee for it. He makes sure to enter the relevant information in the claim processing system.
The Electronic Business attraction and loyalty analyst participates in the definition of business objectives in interactive marketing and in the formulation of an interactive marketing strategy aiming at the achievement of defined objectives, makes it evolve and documents the changes.
The service representative contributes to the achievement of insurance and individual annuity sales objectives by following through with the information requests linked to plan administration.
The sales administration technician verifies the submission requests filled by the broker and contacts him, if need be, to obtain information on additional documents, and determines the risk that each eligible person represents by using the scoring system to obtain base rates or prepare the rates demand.
The customer service agent or technician ensures the tracking of files revision requests from the sales offices and from the customer service while communicating with adherents and suppliers, if need be, to obtain necessary additional information to treat the files.
The administrative worker is in charge of completing enrolments and changes in protections, addresses, beneficiaries and other operations to update the adherents’ files and verify the receipts related to insurance premiums.
The sales representative contributes to the achievement of objectives in insurance and individual annuity sales by increasing premium sales of existing and new accounts.
The marketing consultant actively participates in the elaboration and preparation of marketing activities (events, direct marketing, publications, etc.) to help reach the company’s goals.
He works in close collaboration with the development teams to advise and support them in the establishment of strategies, communication plans, marketing tools and the coordination of group agreement activities, associations and institutions to recommend the most promising activities and to make the best practices evolve.
The sales performance advisor acts as an expert advisor with the sales managers to ensure the maximal development of the direct distribution channel, to measure its results and to promote the products and services with them.
The customer service agent contributes to delivering customer service by giving the information requested by the client in insurance and individual sales.
The group insurance advisor contributes to the sales activities and to business development in damage insurance by realizing diverse representation activities with groups and associations. He informs the groups on the agreement arrangements.
The account manager contributes to the administration, the management and the control of activities under his supervision.