Gan Assurances

Counselor

• Welcome clients and prospects across all channels (in-person, phone, email) with professionalism and responsiveness.
• Identify needs to propose tailored insurance solutions.
• Promote the full range of products and develop multi-product/cross-selling opportunities.
• Carry out customer retention activities (e.g., satisfaction surveys).
• Implement local prospecting, referral initiatives and in-branch events or activities.
• Actively contribute to agency operations: scheduling appointments, managing the agency calendar, handling supplies and agency administrative tasks.

Insurance Customer Advisor

• Welcome customers through all communication channels: in branch, by phone, or by email
• Handle customers' needs: research and identify their expectations, and present GAN Assurances
• Manage customer files autonomously
• Develop customer portfolios through commercial actions and multi-product sales in branch
• Manage customer claims: from reporting to supporting the follow-up of the file

• Accueil des clients en agence, par téléphone, par email
• Prise en charge des contrats Vie collectives
• Gestion des dossiers de sinistralité particuliers
• Conseil et accompagnement des clients dans leurs démarches
• Échanges entre l’agence, la compagnie et les clients

Conseiller Clients en Assurance

• Accueil des clients par tous les moyens de communication : en agence, téléphone ou email
• Traitement des besoins des clients : recherche et identification de leurs attentes, présentation de GAN Assurances, valorisation et commercialisation des offres d’assurances de l’agence
• Gestion des dossiers clients en toute autonomie : devis sur-mesure, émissions de contrats d’assurances, collecte, suivi, contrôle, relance des pièces administratives et signatures
• Développement des portefeuilles clients par des actions commerciales de multi-équipement : rebonds commerciaux et ventes additionnelles
• Gestion et suivi des sinistres : ouverture des déclarations de sinistres, en charge de missionner les experts, collecte des pièces et actions de relances, accompagnement du client dans la gestion de son dossier sinistre
• Participation active à la vie de l’agence : échange avec la compagnie, gestion des fournitures, volet gestion administrative de l’agence (courrier, archives, ...)

• Act as an advisor and mediator between the insurance company and clients
• Independently handle claims management for both commercial and personal clients
• Greet and assist clients via all communication channels
• Take charge of and manage claims
• Advise and support clients through their procedures
• Business development and client management

• Welcome, inform and direct clients in person, by telephone and online.
• Identify and gather information on clients' needs.
• Manage client files, mail and emails.
• Issue various certificates and attestations.
• Present and promote the agency's products and services.
• Manage the client portfolio (follow-up, telephone reminders, etc.).
• Handle new business and policy modifications: motor, home, unoccupied property (PNO), health, personal protection (prévoyance), professional and corporate liability, commercial multi-risk, transported goods.
• Manage enrolments for group contracts.
• Develop the portfolio: client retention, cross-selling and acquisition of individual, professional and corporate clients.
• Conduct telephone outreach and correspondence.
• Produce contracts using IT systems.
• Claims reporting and handling: receive and advise customers on opening and following up claims; propose precautionary measures, obtain the necessary documents to complete the file, instruct experts, refer to the company's partners, follow up with relevant parties and handle indemnification within the agency's authority under the subscribed coverages.
• Collect premiums and manage outstanding payments.
• Carry out monitoring activities and manage policy cancellations/terminations.
• Provide assistance to agents in their activities, particularly commercial.