Insurance Customer Service

vor 5 Monaten


Geneve, Schweiz LS Partners Vollzeit

Tâches liées au front office relation clients:

- Assistance à la nouvelle clientèle pour l’acquisition de nouveaux contrats, Etablissement et suivi des offres.
- Entretien et développement des portefeuilles des clients. Maintenir les procédures d'accueil, c'est-à-dire traiter les questions des clients et des prospects.
- Mise en place de projet pour la diffusion des contrats avec les clients institutionnels (société de service, courtiers)
- Intégration et présentation des tableaux de bord mensuels concernant l’activité commerciale des nouvelles affaires et des taux de renouvellements.

Tâches liées à la gestion contrats.
- Traitement de diverses tâches administratives quotidiennes tels que la correspondance, la modification ou l’annulation de contrats.
- Assister le responsable du département dans l’acceptation des risques.
- Emission des certificats d’assurance ainsi que les confirmations de renouvellement.
- Facturation aux assurés de toutes les primes annuelles et/ou fractionnées
- Mise à jour des informations dans le système de gestion (Base De Données).
- Respect des échéances contractuelles pour les déclarations aux fournisseurs assureurs et autres.
- Coordonner avec le département encaissement et recouvrement le suivi des primes non payées par les clients.
- Assister dans la réparation et la déclaration périodiques des primes nettes aux fournisseurs assureurs et autres.



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