Ségolène Da Cunha, Administrative Assistant

Freelancer profile translated to English.

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Description

Do you have your administrative management piling up on your desk or in your inbox? Can't you focus on your real job anymore?

I'm here to relieve you of all those time-consuming tasks that take up 5 or even 10 hours a week.

Agenda management

Email management

Client appointment scheduling

Client/supplier follow-up

Invoicing/quotes

Event management (caterer, venue, hotel...)

For brokers and independent financial advisors: link between you and insurance companies

Compliance

Request for supporting documents from clients

Integrate client files into CRM

Quotes for life insurance/health insurance

Social media management

Phone answering service during your holidays

Meeting transcription

Use of IT tools (Canva, PowerPoint, Excel, Word, Google Drive, Capcut...)

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Clermont-Ferrand (up to 20km)

Covéa-MMA
Financial Advisor for Executives
BANKING AND INSURANCE
September 2023 - June 2025 (1 year and 9 months)
Clermont-Ferrand, France
Management of individual and professional client portfolios
Autonomous agenda management
Email management
Prospecting
Appointment scheduling
Sales of life insurance, retirement, and provident insurance
Face-to-face meetings with clients and prospects
Use of IT tools (CRM, Office Suite...)
Commercial Customer Relations CRM Prospecting Quoting and Invoicing
Axa France
Account Manager
BANKING AND INSURANCE
September 2014 - August 2023 (8 years and 11 months)
Clermont-Ferrand, France
Management of individual and professional client portfolios
Autonomous agenda management
Email management
Prospecting
Appointment scheduling
Sales of life insurance, retirement, provident insurance, and supplementary health insurance
Face-to-face meetings with clients and prospects
Use of IT tools (CRM, Office Suite...)
Commercial Quoting and Invoicing Customer Relationship Management (CRM) In-person and Phone Reception Writing

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Signup to reveal

Professional Bachelor's Degree in Internal CAE
Axa France
2015
Licence professionnelle CAE en interne
BTS
Lycée de Presles
2014
BTS

Check out Ségolène's education