Gan Assurances

Counselor

• Greet and assist clients via all communication channels: in the branch, by phone and by email
• Assess client needs: identify expectations, present GAN Assurances, and promote and sell the agency’s insurance products
• Manage client files autonomously: create tailored quotes, issue insurance contracts, collect, track, verify and follow up on administrative documents and signatures
• Grow client portfolios through commercial actions and multi-product strategies: sales follow-ups and additional sales
• Handle and monitor claims: open claims declarations, coordinate expert assignments, collect documentation and perform follow-ups, and support the client throughout the claims process

Insurance Customer Advisor

• Accueillir les clients et prospects par tous les canaux (physique, téléphone, email) avec professionnalisme et réactivité
• Identifier les besoins des clients pour proposer des solutions d’assurances personnalisées
• Etablir les devis d’assurance et suivre les devis
• Enregistrement des prises de garanties et édition des contrats
• Mener des actions de fidélisation et participer à la vie de l’agence

Conseiller Clients en Assurance

• Relation client & Conseil
• Contact privilégié du portefeuille pour accompagner les clients dans les demandes de quotidien
• Analyser les demandes d’assurance des clients professionnels
• Évaluer les risques : activité, exposition, historique sinistres, environnement
• Proposer des solutions techniques et tarifaires adaptées et rentables
• Garantir la conformité des dossiers (réglementation, procédures internes)
• Réaliser des visites sur sites pour évaluer les mesures de prévention et de protection en place
• Rédiger les rapports de visite

Conseiller Clients, Assurance Professionnelle et Entreprise

• Manage client interactions by phone and email
• Handle client requests and needs
• Independently manage client files
• Grow client portfolios through commercial activities
• Manage and follow up on claims
• Actively participate in agency life and team activities

• 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
• Gestion des dossiers clients en toute autonomie : devis sur-mesure, émissions de contrats d’assurances
• Développement des portefeuilles clients par des actions commerciales de multi-équipement
• Support à la gestion et suivi des sinistres quand nécessaire

Conseiller clients en assurance

• Manage customers through all communication channels: primarily by phone and email.
• Handle customer needs: research and identify their expectations, present GAN Assurances, and promote and sell the agency's insurance products.
• Manage client files independently: create tailored quotes, issue insurance contracts, collect, track, verify and follow up on administrative documents and signatures.
• Grow client portfolios through in-branch commercial activities and multi-product sales: cross-selling and upselling.
• Actively participate in agency operations: liaise with the insurer, manage supplies, and handle administrative tasks (mail, archives, etc.).

• Welcome customers through all communication channels: in-branch, by phone, or by email
• Handle customers' needs: identify their expectations and present GAN Assurances' offerings
• Independently manage client files: prepare tailored quotes, issue insurance policies, collect documents, and follow up
• Manage and follow up on claims: open declarations, appoint experts, and collect supporting documents
• Develop client portfolios through commercial activities, including cross-selling and multi-product sales

• Welcome clients through all communication channels: in branch, by phone or email
• Handle client needs: identify and research their expectations, present GAN Assurances, and promote and sell the agency’s insurance products
• Manage client files autonomously: prepare tailored quotes, issue insurance contracts, collect, track, verify and follow up on administrative documents and signatures
• Grow client portfolios through commercial actions and multi-product sales: follow-up opportunities and cross‑selling
• Manage and monitor claims: open claim reports, coordinate with appointed experts, collect documents and perform follow-ups, and support clients through the claims process
• Actively participate in agency life: liaise with the insurer, manage supplies, and handle administrative tasks for the agency (mail, archives, etc.)

Insurance Client Advisor

• Greet and assist clients through all communication channels: in branch, by phone, and by email
• Handle clients' needs: identify and assess their expectations and present GAN Assurances
• Manage client files independently: prepare tailored quotes and issue insurance contracts
• Grow client portfolios through commercial actions and cross-selling/multi-product sales
• Manage and follow up claims: open claims reports and coordinate expert appraisals
• Actively participate in branch activities

• Welcome clients through all communication channels: in-branch, by phone or email
• Handle clients' needs: discovery, research and identification of their expectations, present GAN Assurances, promote and sell the agency's insurance offerings
• Manage client files independently: prepare tailored quotes, issue insurance policies, collect, track, verify and follow up on administrative documents and signatures
• Develop your own client portfolio: new subscriptions, follow-up contacts and additional sales across the full product range: pension products, personal protection, supplementary health insurance, life insurance, loan protection, car/home insurance, legal protection
• Handle and monitor claims when necessary: open claims notifications, coordinate experts, collect documentation and perform follow-ups
• Actively participate in agency life: liaise with the insurer, manage supplies and the agency's administrative tasks (mail, archiving, etc.)

• Greet and assist clients through all communication channels: in-branch, by phone, and by email
• Assess clients' needs: identify their expectations, present GAN Assurances, and promote and sell the agency's insurance products
• Manage client files independently: prepare tailored quotes, issue insurance policies, collect and track documentation, perform checks and follow up on outstanding administrative documents and signatures
• Expand client portfolios through commercial activities and multi-product sales: follow-up commercial opportunities and cross-selling and upselling
• Support claims handling and follow-up when needed: open claim files, coordinate expert appointments, collect documentation and follow up, and assist clients throughout the claims process
• Actively contribute to agency operations: liaise with the insurer, manage supplies, and handle administrative tasks (mail, archiving, etc.)

• 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
• Gestion des dossiers clients en toute autonomie : devis sur-mesure, émissions de contrats d’assurances
• Développement des portefeuilles clients par des actions commerciales de multiéquipement
• Gestion et suivi des sinistres : ouverture des déclarations de sinistres, missionner les experts

• 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
• Gestion des dossiers clients en toute autonomie : devis sur-mesure, émissions de contrats d’assurances
• Développement des portefeuilles clients par des actions commerciales de multi équipement
• Participation active à la vie de l’agence

• Greet and assist clients across all communication channels
• Identify and address clients' needs and present GAN Assurances' offerings
• Manage client files autonomously
• Develop client portfolios through business development activities
• Compile and follow up on claims files

• 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 (Auto, habitation, MRH...)
• Gestion des dossiers clients en toute autonomie : devis sur-mesure, émissions de contrats d’assurances
• Développement des portefeuilles clients : rebonds commerciaux et ventes additionnelles
• Support à la gestion et suivi des sinistres quand nécessaire
• Participation active à la vie de l’agence