Solenne Boiron

• Answering common policyholder questions

• Forwarding reimbursement requests

• Assisting clients with reporting work incapacity

• Weekly claims monitoring

• Managing and sending documents (certificates, membership certificates, guarantee tables, IFU, etc.)

• Checking electronic transmissions

• Preparing quotes for health, provident, borrower's insurance, PER (retirement savings plan)

• Full file management until membership certificate issuance (including duty of care, cancellations, buybacks, transfers)

• Updating client database

• Proposing and monitoring amendments

• Managing retirement contracts (programmed payments and outstanding amounts)

• Contractual modifications (personal and bank details, beneficiaries, amendments)

• Preparing, completing, and uploading documents for electronic signature (duty of care, cancellations, buybacks, fund transfers, SEPA, replacement orders, complaints…)

• Commercial actions to encourage multi-product sales

• Participating in product training and writing concise reports

• Installation assistance (INPI, ORIAS registrations, financial advisor procedures, etc.)

All administrative tasks that take up your time

Within a brokerage firm specializing in personal insurance, I held a versatile administrative role, initially focused on managing health insurance contracts. Building on my experience and my desire to broaden my skills, I progressively trained in other areas of social protection: provident insurance, retirement, funeral insurance, and borrower's insurance.

My responsibilities included ensuring complete and rigorous client file management, from quote preparation to the issuance of membership certificates. I handled reimbursement requests, incapacity declarations, cancellations, amendments, and transfers, while ensuring compliance with the duty of care and regulatory requirements.

I was also responsible for preparing, updating, and sending contractual documents (certificates, guarantee tables, membership certificates, IFU, etc.), as well as verifying electronic transmissions and updating the client database.

As a true technical and commercial support for the authorized advisors, I provided daily operational assistance: preparing quotes, monitoring claims, customer loyalty and multi-product sales actions, participating in product training, and writing concise reports.

My sense of organization, rigor, and adaptability allowed me to contribute effectively to the development of the client portfolio and the optimization of internal processes. My role was to ensure smooth, compliant, and high-quality management, while offering tailored support to both policyholders and advisors.