Freelancer profile translated to English.

Description

Experienced administrative assistant with over 5 years of expertise in file management and operational coordination. Rigorous, organized, and results-oriented, I support companies in optimizing their processes and streamlining their management.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Maxcover
Claims Management and Production
BANKING AND INSURANCE
June 2025 - Today (1 year)
Lyon, France
Investigate and ensure complete follow-up of claims files (opening, processing, settlement).
• Manage and classify documents (EDM) and coordinate expert missions.
• Ensure compliance with regulatory deadlines and internal procedures.
• Participate in process optimization: implementation of tools and procedures to streamline management.
• Collaborate with internal teams to ensure customer satisfaction and operational continuity.
Manage and update stocks of declarations and contractual documents.
Administrative and Organizational Management Customer Support Client File Tracking Data Entry Proofreading - Rewriting
Areas
Insurance Agent
BANKING AND INSURANCE
January 2023 - August 2024 (1 year and 8 months)
Lyon, France
Set up and deploy my agency by developing a commercial and marketing strategy.
Agency in creation, 0 clients at the start
My missions

develop the client portfolio through commercial prospecting

Organize, plan, and implement commercial actions (mailings, telephone prospecting, targeted marketing operations, loyalty programs, etc.) commissioned by the insurance company.
Participate in the implementation of new operations and products from the company.

Support clients in subscribing to and managing contracts: Be in contact with clients to gather needs, propose a solution adapted to their situation, proceed with subscription, ensure customer service to guarantee client satisfaction.

Conduct ongoing monitoring of legislation changes in life, property, and health insurance, etc.

Receive regular training within the partner insurance company on new products and internal tools.
Customer Relations Commercial Strategy Client Prospecting Administrative and Organizational Management Customer Loyalty