Aurélia D.

Complete administrative management of insurance contracts: client file monitoring, request processing, contractual updates, and personalized support.

Communication management (emails, calls, professional letters), appointment scheduling, and diary management.

Filing, archiving, and compliance with regulatory procedures, with a constant focus on service quality and conformity.

Analysis and verification of the completeness of files upon receipt of construction sites, in compliance with regulatory requirements.

Operational assistance to the Legal and Compliance Department: preparation, monitoring, and processing of simple legal documents.

Incoming and outgoing mail management (sorting, qualification, routing) and coordination with various internal and external stakeholders.

Management of insurance quotes and subscriptions, including analysis of client needs and file monitoring.

Declaration and administrative management of claims in liaison with policyholders and partners.

Updating and validating the CRM database, ensuring rigorous monitoring and optimal service quality both in-person and remotely.