Technicien Back/Middle Office Polyvalent

Role Summary

• Reporting to the Middle Office Manager, your main missions are:
• management of consulting fees and sharing of fees with our partners
• carrying out regulatory controls
• contributing to the launch of new products or new campaigns

the control and validation of Life Insurance, Securities and Retirement products subscription files, verification of the completeness of the files and the entry carried out in the agency

support of the commercial network

carrying out after-sales service missions in conjunction with the sales network and partners: monitoring deadlines, handling anomalies, etc.

• billing of commissions linked to investments
• updating our partners’ procedures
• other ancillary activities in support of the Middle Office or Savings and Retirement service
• archiving of physical files

Requirements

• With a BTS in banking, insurance or DUT GEA training, do you have a first successful experience in a Back/Middle Office/sales administration or as a Sales Assistant?
• Do you know how life insurance works and ideally have knowledge in the areas: fees, financial products and real estate values?
• Do not hesitate to send us your application!
• Your rigor, your responsiveness and your interpersonal skills are your assets for the success of missions.

Benefits

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About the Company

Manpower RECRUITMENT CABINET DU GRAND LYON is looking for an Insurance Account Manager (M/F) for its client, a high-end wealth management consultant.