About Romane
French
Native or bilingual
Experience
- MAAF ASSURANCE SACommercial Advisor Customer Relations DevelopmentBANKING AND INSURANCESeptember 2021 - August 2024 (2 years and 11 months)Bordeaux, France- Customer reception by phone- Effectiveness in meeting customer needs/quick needs analysis- Manage and track customer files: renewal, modification, termination, and claims reporting- Preparation of quotes and contractual documents- Participation in the commercial development of the agency- Effective collaboration with the team- Mastery of tools such as Pack Office, CRM, spreadsheets, ...
- MMAAgency CollaboratorBANKING AND INSURANCEOctober 2019 - August 2021 (1 year and 10 months)Cenon, France- Advise and support clients in choosing their contracts, analyze their needs, and provide adapted solutions- Manage and track customer files: renewal, modification, termination, and claims reporting- Preparation of quotes and contractual documents- Participation in the commercial development of the agency- Effective collaboration with the team- Mastery of tools such as Pack Office, CRM, spreadsheets, ...
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Education
- BTS INSURANCEIFPASS2021