Conseiller Relation Clients F/H Living your own life with Swiss Life
Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer.
Our approach is comprehensive in life insurance, private banking, financial management, as well as health, provident and damage.
A global approach, because the essence of our profession is to accompany each life course, private and professional.
Thanks to personalized advice, based on proximity, listening and pedagogy, we build every day a relationship of trust with each of our customers, individuals and companies.
As a responsible company, we are committed to a sustainable development approach, whose ambition is to enable current and future generations to live according to their own choices.
Votre environnement Vous intégrez le département Santé collective, au sein de l'équipe Prestations Vente Directe/SLO.
L'équipe est composée de 5 collaborateurs dynamiques.
Le poste est à pourvoir en CDD (5 mois) sur le site de Levallois
Vos missions Vous êtes en lien direct avec les bénéficiaires ou héritiers, les notaires, nos apporteurs et les pompes funèbres.
Réception de l'acte de décès et vérification de l'identité de l'assuré défunt,
Saisie du décès dans les outils et régularisation éventuelle des contrats, analyse de la fiscalité,
Analyse de la clause bénéficiaire et demande de complétude des dossiers,
Complétude des dossiers de chaque bénéficiaire et règlement.
Votre profil S'il y a bien une chose qu'on ne choisit pas dans sa vie, c'est son prénom.
En revanche, rien n'empêche de vouloir «s'en faire un»:
Vos collègues apprécient votre bonne humeur et votre enthousiasme ?
La rigueur est une qualité que vos managers ont régulièrement mise en avant chez vous ?
Vos clients (internes et/ou externes) vous recommandent pour la qualité de votre conseil et de votre suivi?
Depuis toujours, vous êtes la personne vers qui l'on se tourne pour résoudre des situations complexes ?
De formation Bac + 2 minimum, vous justifiez d'une expérience significative en assurance de personnes (individuelle et collective), et maitrisez les notions de parcours de soins, de contrat responsable, connaissez les réglementations en vigueur, et maitrisez la saisie des prestations?
Si vous avez répondu positivement à l'ensemble de ces questions, choisissez de vous faire un prénom!
Vos avantages chez SwissLife :
La responsabilité sociétale est dans l'essence même de notre métier d'assureur qui est d'aider les entreprises et les personnes à prévoir l'imprévisible.
Rejoignez une entreprise engagée et certifiée depuis 5 ans « Top Employer » qui vous propose :
Un parcours professionnel pour voir la vie en grand :
une intégration sur mesure, des formations tout au long de votre carrière, le choix de vivre plusieurs vies professionnelles.
Une palette d'avantages sociaux pour vous séduire :
CSE, épargne salariale et épargne retraite, contrat collectif santé et prévoyance, Compte Epargne temps.
Une qualité de vie au travail pour aimer les lundis :
télétravail jusqu'à 3 jours/semaine, horaires flexibles, RTT, restaurant inter-entreprise.
Swiss Life c'est surtout une entreprise à taille humaine qui met en avant la proximité ; de votre collègue au CEO, elle valorise la proactivité par la bienveillance et l'écoute.
Elle favorise également la transversalité qui permet une collaboration en mode projet entre les équipes.
Ainsi, l'engagement et l'épanouissement de nos collaborateurs font la force de Swiss Life.
Suivez vos rêves, trouvez votre voie, Swiss Life vous accompagne.
A compétences égales, toutes nos offres sont ouvertes aux personnes en situation de handicap.
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FR - Chazelles Sur Lyon
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
FR - Creney Pres Troyes
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
FR - Creney Pres Troyes
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...
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Job Location Grenoble Do you want to work on iconic brands like Ariel, Pampers, Gillette, Head & Shoulders or Oral-B? Have responsibilities from Day 1? Join a company that will heavily invest in you and your growth? Have a rich career and rapid prospects for development? All within a dynamic company...