Freelancer profile translated to English.

Description

Hello,

With 17 years of experience in managing client accounts in insurance brokerage, I now support executives, consultants, and freelancers who wish to delegate their administrative tasks with rigor and peace of mind.

- Organizing files, client follow-up, document processing, multi-stakeholder coordination: I manage, you move forward.

Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Diot-Siaci
Account Manager Property & Casualty
BANKING AND INSURANCE
February 2021 - June 2024 (3 years and 4 months)
Lyon, France
Manage and develop a portfolio of corporate clients, ensuring personalized and proactive follow-up.
Coordinate the implementation of tailor-made contracts, in conjunction with various internal departments and external partners.
Provide regular reporting to clients: reviews, summaries, action plans, and development prospects.
Negotiate renewals and new contracts with clients and insurers, taking into account profitability and quality objectives.
Constantly monitor regulatory and sectoral developments (health, provident, expatriation, etc.).
Lead prospecting actions in synergy with the Group's teams to maximize portfolio potential (cross-selling, up-selling).
Contribute to achieving commercial objectives through acquiring new clients and actively retaining existing accounts.
AXA
Automotive Fleet Production Underwriter
BANKING AND INSURANCE
December 2020 - January 2021 (1 month)
Lyon, France
Defining risk acceptance conditions (pricing and guarantees);
Developing contract proposals;
Determining and monitoring commitments;
Studying and analyzing contract results, as well as renegotiation elements;
Preparing elements for the assessment of a case requiring specific evaluation;
Developing client profit and loss accounts;
Providing technical support to intermediaries or inspection teams;
Raising awareness among all your contacts about prevention actions;
Maintaining continuous relationships with your intermediaries.
ARC ASSURANCES
Corporate Account Manager
BANKING AND INSURANCE
November 2019 - July 2020 (8 months)
Caluire-et-Cuire, France
Manage and develop a portfolio primarily of clients in the Transport sector.
Negotiate renewals and new contracts with clients and insurers, taking into account profitability and quality objectives.