Middle office Assurance Vie (profil conseiller bancaire)
Core
Middle office specialist in Life Assurance handling commercial contract compliance, processing sensitive daily transactions, and managing general life assurance operations (subscriptions, payments, withdrawals, etc.) for a specialized Life Assurance client.
Role type
Middle office Life Assurance specialist (former bank advisor)
Builds
Life Assurance products (savings, retirement, protection) and financial placements
Domain
Insurance / Financial Services
Required skills
Life Assurance technical knowledge, contract compliance verification, transaction processing, oral communication, written communication, client relationship management, analytical thinking
Preferred skills
Higher education in Insurance or Customer Relations, prior experience as a bank customer advisor
Technologies
None stated
Responsibilities
Control compliance and completeness of management acts sent by the commercial network; Process daily sensitive commercial acts (back-office); Manage general life assurance acts (subscriptions, payments, withdrawals, etc.); Analyze and reflect on daily activities; Communicate orally and in writing
Seniority
Mid-level, operational IC