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Mégane CroslandMC

Mégane Crosland

Professional Insurance Customer Advisor

€250/day
Vernon, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Mégane

Administrative assistant and client relationship manager, I leverage over 10 years of experience in the insurance sector to support freelancers, VSEs, SMEs, and liberal professions in their daily administrative management.

Throughout my career, I have developed solid expertise in file management, contract monitoring, client relations, document management, and administrative processing. Accustomed to working in demanding environments, I am recognized for my rigor, organizational skills, and ability to ensure reliable and efficient follow-up.

My services:
- Administrative management and file monitoring
- Client relationship management
- Processing emails and client requests
- Updating databases and CRMs
- Document management
- Creating and updating Excel spreadsheets
- Drafting and formatting documents
- Remote administrative support

Tools mastered: Salesforce, Excel, Word, Outlook, Teams, and Microsoft Office.

Responsive, autonomous, and discreet, I am committed to simplifying my clients' daily lives by providing them with quality administrative support and rigorous management of their activities.

Available for one-off or recurring remote assignments.
  • French

    Native or bilingual

Can work on-site
Vernon (up to 50km)

Experience

  • MMA
    Professional Insurance Customer Advisor
    BANKING AND INSURANCE
    January 2024 - January 2026 (2 years)
    Vernon, France
    • - Contract lifecycle management
    • - Standardized file processing
    • - Updating guarantees, endorsements, and contractual data
    • - B2B client relations
    Professional Insurance Contract Management B2B Client Relations Subscription and Risk Analysis Mastery of Compliance and Insurance Procedures Client Portfolio Management and Development
  • MMA
    Insurance Agency Collaborator
    January 2021 - January 2024 (3 years)
    Paris, France
    • - Client/policyholder satisfaction
    • - Contract subscription and verification of supporting documents
    • - Client portfolio management and development
  • AXA
    Insurance Agency Collaborator
    January 2018 - January 2021 (3 years)
    • - Client reception and contract administrative management
    • - Subscription, retention, and client relationship management
    • - Cancellation, endorsement, and administrative follow-up management

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Education

  • Professional Bachelor's Degree in Insurance, Banking
    CFA DIFCAM
    2017
    Licence professionnelle Assurance, Banque
  • BTS (Higher National Diploma) in Management of Commercial Units
    FORM'ACTION
    2013
    BTS Management des Unités Commerciales

Categories

  • Other