Conseiller commercial en Prévoyance / TNS
Qui sommes nous ?
Join the Insurtech that stays ahead of the curve and disrupts the insurance world.
Digital Insure is a distinctly “Tech-oriented” brokerage player whose 100% digital processes simplify and accelerate all stages, from offer comparison to subscription and claims management, for all personal insurance stakeholders.
Digital Insure is part of the Borrower Insurance and Provident Fund division of the Odéalim group, which currently brings together over 150 employees and rapidly developing companies that market and manage personal insurance solutions in B2B, B2B2C, and B2C.
DIGITAL INSURE has two activities: the distribution of insurance products (via an offer comparison marketplace) and Services (third-party management under white label for banks or insurance companies).
La mission
Under the direct supervision of a manager, the Sales Advisor, Protection Insurance / Self-Employed will be responsible for:
- Provident Product Offering: Under delegation, adapt solutions to client projects to provide the best solution.
- Compliance with Standards: Adhere to the duty to advise and all rules established by the Compliance department.
- Client Support: Follow up and support clients throughout their projects as a primary contact.
- File Preparation: Prepare files and ensure client contract subscriptions.
- Communication Management: Manage email and ensure regular follow-up of cases.
- Client Portfolio: Manage an existing client portfolio.
- Work Quality: Ensure impeccable work on all processed files.
- Substitution Process: Manage the entire process of substituting a protection insurance policy.
- Monthly Objectives: Achieve monthly objectives set by management.
He will also have the opportunity to develop his skills in the field of borrower insurance, with the possibility of participating in the distribution of these products.
Profil recherché
- Solid Insurance Knowledge: Expertise in Provident Insurance and the Self-Employed sector.
- Interpersonal Skills: Business acumen, active listening, sound advice, team spirit, and good rapport.
