Gan Assurances

Counselor

• 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, ...).

Conseiller Clients en Assurance

• Client relationship & advisory
• Analyze insurance requests from professional clients (micro-enterprises, SMEs, companies)
• Assess risks: activity, exposure, claims history, environment
• Propose appropriate technical and pricing solutions that are profitable
• Draft contracts, endorsements, renewals and manage the lifecycle of policies
• Ensure file compliance (regulations, internal procedures)
• Conduct on-site visits to evaluate the prevention and protection measures in place

Client Advisor, Professional & Corporate Insurance

• Welcoming customers across all communication channels: in the branch, by telephone, or by email
• Assessing and addressing customers' needs
• Managing customer files/accounts independently
• Growing customer portfolios through commercial activities and cross-selling of multiple insurance products
• Handling and following up on claims
• Actively participating in the life of the agency

Insurance Customer Advisor

• Welcome customers through all communication channels: in-branch, by phone, and by email
• Assess and address customer needs: research and identify their expectations
• Independently manage customer files
• Grow client portfolios through commercial activities
• Handle and follow up on claims

• Client relations & advisory
• Primary contact for the portfolio to assist clients with day-to-day requests
• Provide tailored technical advice to optimize risk protection
• Analyze insurance requests from professional clients (micro-businesses/TPE, SMEs, companies)
• Assess risks: activity, exposure, claims history, environment
• Propose appropriate and cost-effective technical and pricing solutions
• Draft contracts, endorsements, renewals, and manage the policy lifecycle
• Ensure file compliance (regulations, internal procedures)
• Conduct on-site visits to evaluate existing prevention and protection measures

Professional and Corporate Insurance Advisor

• Receive and handle incoming inquiries from clients and prospects across all channels (in-person, phone, email)
• Identify clients' needs and propose tailored insurance solutions
• Promote the full product offering and increase multi-policy uptake through commercial initiatives
• Work autonomously on file management, follow-ups and reminders, and administration of corporate motor fleet contracts

• 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 signature
• Développement des portefeuilles clients par des actions commerciales de multi-équipement en agence : rebonds commerciaux et ventes additionnelles
• Participation active à la vie de l’agence

Conseiller clients en assurance

• Provide advice and act as a mediator between the insurance company and clients
• Handle individual claims (Motor, Home, and Health)
• Welcome and assist clients in branch, by phone, and by email
• Manage group life insurance contracts
• Manage individual claims files
• Advise and support clients in their procedures