Marie France Watry

Daily management of the agency, often with full autonomy. Reception (switchboard), advice and sale of property & casualty, health, professional, and personal insurance solutions, and banking. Receipt of quote requests, processing, and entry. Appointment scheduling, handling incoming/outgoing calls, administrative follow-up. Customer loyalty and portfolio development. Use and updating of CRM for prospect and policyholder tracking. Rigorous file tracking, priority management in a dynamic environment. Dispute and claim file management. Confidentiality adherence. Reporting to management.

Responsible for managing the client portfolio and tracking complex administrative files. Reception and orientation of individuals (families and clients). Organization, planning, and coordination of caregivers. Personnel management, supervision, time tracking, and handling various requests.

Responsible for merchandising and store layout, order management, supplier follow-up, compliance with safety standards and procedures. Administrative and accounting management. Stock organization. Staff supervision, schedule management, cash register and accounting management. Implementation and monitoring of special sales events (holidays, catalog promotions). Reception, advice, customer loyalty.