Morgan M.

With over 10 years of experience in customer relations, including 4 years in banking and insurance, I offer my remote services to support your clients and manage your files. Holding the AMF Certification and a Bachelor's degree in Banking, I have worked in both front-office (client advisor) and back-office (loan file management, debt collection, claims tracking) roles.

I am comfortable with digital tools (CRM, banking simulators, contribution tracking), rigorous, and results-oriented. I enjoy providing quality customer service while adhering to procedures.

💡 What I offer:

Remote consulting and customer support (inbound / outbound)

Qualified telemarketing (health, welfare, insurance, banking)

Banking and insurance back-office (debt collection, contributions, loan files)

Administrative assistance (follow-ups, contract preparation, payment tracking)

Languages: French (native), Spanish (C1), English (B1/B2).

Available immediately, I work with seriousness, adaptability, and good humor.

✅ Starter Pack (1-week pilot) – 60 calls / objective 5 qualified appointments + script + daily reporting (Excel/PDF) – €299–€349

✅ Growth Pack – 150 calls / objective 12 appointments + script + client CRM integration – €590–€690

✅ Monthly Pack – 600 calls / objective 40 appointments + weekly follow-up + optimizations – €1999 – €2300