Freelancer profile translated to English.

Description

Use my services:

I am an independent secretary, a valuable asset for companies looking to outsource some of their administrative tasks while benefiting from flexibility and professional expertise.

I offer remote or on-site administrative services, depending on my clients' needs. I manage various tasks such as appointment scheduling, email management, document drafting, invoicing, and much more.

I am capable of working with multiple clients at once, which allows me to diversify my assignments and adapt my schedule according to your availability.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Eu (up to 50km)

MAAF VIE Chauray
Customer Development Relationship Advisor
January 2024 - July 2024 (7 months)
Niort, France
2-month training on products, IT tools, sales methods, taxation, life insurance, and provident schemes. Analyze the asset situation (legal, financial, and tax) of prospects and clients and define needs/projects in terms of savings, investment, and provident schemes. Ensure follow-up of current contracts, execution of client projects such as financial optimization of contracts through Pacte Law transfers or arbitrage to different investment vehicles, and/or modification of beneficiary clauses.
SMACL Assurances
Customer Advisor - Individuals
January 2022 - January 2023 (1 year)
Niort, France
Receive phone calls, letters, and emails to understand the request of the policyholder or prospect. In-person and telephone reception.
SMACL Assurances
Writer - Legal Entities - Associations and Companies
January 2011 - January 2022 (11 years)
Niort, France
Respond to requests from partners and brokers. Collect necessary information from brokers and partners for Stress management. Athens, Greece, Spain,