Freelancer profile translated to English.
Back to original languageAbout Sonia
With over 6 years of experience in business development, portfolio management, client relations, and communication, I have developed strong expertise in negotiation, project coordination, and customer relationship management. Organized, results-oriented, and proactive, I am fully committed to the projects entrusted to me.
French
Native or bilingual
English
Fluent
Remote only
Primarily works remotely
Experience
- Crédit Agricole Sud Rhône AlpesSpecialized Market Development Manager - Professional InsuranceBANKING AND INSURANCENovember 2024 - January 2026 (1 year and 2 months)Drôme, FrancePromotion PCE 6 + PCE 9 - Commercial results exceeding set objectives• Coordination of 14 agencies and management of a regional portfolio.• Commercial development: prospecting, customer loyalty, and development of a professional client portfolio; negotiation and closing.• Multi-service coordination: interface with back offices, compliance, and underwriting for processing complex cases.• Reporting & monitoring: development of dashboards, KPI tracking, and regulatory deadlines.• Client communication: writing presentation materials and personalized support for professional clients.• Team driver: proactive and motivating within agencies, active contribution to collective commercial dynamics.
- Crédit Agricole Sud Rhône AlpesCUSTOMER ADVISORBANKING AND INSURANCEMarch 2022 - November 2024 (2 years and 8 months)07400 Le Teil, France• Management of a portfolio of approximately 900 clients, with financial and insurance solutions. Ranked #1 in the agency for 3 years.• Promotion of PCE 6 to 9 with assignment of a market and sector to develop.
- Crédit Agricole Sud Rhône AlpesCUSTOMER SERVICE SPECIALISTBANKING AND INSURANCEJune 2018 - March 2022 (3 years and 9 months)Viviers, France• Customer relations: advice on financing, investments, insurance, and provident schemes.• Operational management: account monitoring, risk assessment, processing, and administrative follow-up of files.• Back-office: organization and management of the agency's workspace.
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Education
- Bachelor of Business DevelopmentEKLYA Business School2015Bachelor of Business Development
- Baccalauréat STGLycée Gustave Jaume2012Baccalauréat STG