Antoine Mondy

Management of a client portfolio in social protection (health/provident);

Advice on the implementation and evolution of collective plans;

Contract monitoring: renewal management, claims analysis, exchanges with insurers to optimize conditions.

Development of annual reports and client reporting;

Active regulatory watch: monitoring legal and conventional developments, and updating client plans accordingly.

Coordination with internal teams (actuarial, legal, sales).

Business development of a Retirement and Employee Savings offer in the French market and international expansion (Dubai, Ireland, etc.). Development and delivery of accredited training (DDA) to the Generali Employee Savings distributor network, including sales arguments; Monitoring of incoming transfer portfolio for employee savings plans; Project management in close collaboration with the account holder; Management of sales forces; Reporting and financial monitoring of commercial actions; Management and updating of the financial offer with partner Asset Managers (Sycomore, Comgest, Lazard, JP Morgan, etc.).