CONSEILLER CLIENTÈLE EN ASSURANCE H/F
Core
Welcome, listen to, and accompany clients and prospects in an insurance agency via phone or email to identify needs and propose tailored insurance solutions.
Role type
Client-facing insurance advisor
Builds
Insurance products and services for individual clients
Domain
Insurance
Deliverable
client delivery
Required skills
Needs analysis, solution proposal, client relationship management, follow-up, trust building
Preferred skills
Service orientation, listening, advisory skills, autonomy, organization
Responsibilities
Greet and listen to clients and prospects, identify needs, propose insurance solutions, handle requests and follow up on issues, advise on insurance choices, ensure client satisfaction and retention
Seniority
Mid-level, experienced professional
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