Swiss Life France

www.swisslife.fr

2 Jobs

3,069 Employees

About the Company

Swiss Life est un acteur référent en assurance et gestion de patrimoine, avec un positionnement reconnu d’assureur gestion privée. Notre approche est globale en assurance vie, banque privée, gestion financière, ainsi qu’en santé, prévoyance et dommages. Grâce à un conseil adapté et des solutions de qualité, nous permettons à chacun de nos clients, particuliers comme entreprises, de construire leur indépendance financière et d’être pleinement acteurs de leur vie, à chacune de ses étapes. En tant qu’entreprise responsable, nous sommes engagés dans une démarche de développement durable, dont l’ambition est de permettre aux générations actuelles et futures de vivre selon leurs propres choix. Chiffres clés au 31/12/21: Nombre de collaborateurs : 2337 Chiffre d’affaires : 7,1 milliards d'euros Nombre de clients : 1 500 000

Listed Jobs

Company Name: Swiss Life France
Job Title: Gestionnaire assurance vie - CDI H/F
Job Description: Job title Life Insurance Manager Role Summary Support and manage life insurance policies for individual and corporate clients, ensuring high-quality service, regulatory compliance, and client satisfaction while contributing to portfolio growth and process improvement. Expactations * Minimum 1 year of experience in a comparable insurance or financial advisory role. * Proven ability to handle client interactions autonomously and manage routine and complex cases. Key Responsibilities * Present products and management options to clients and partners. * Process contract and benefits requests in line with legal, regulatory, and internal procedures. * Maintain client experience quality and meet contractual commitments. * Anticipate and assess impacts of client requests on both customers and the company. * Escalate client dissatisfaction, abnormal situations, or risk scenarios to the appropriate level. * Independently manage routine dossiers and unusual cases, keeping supervisors informed. * Actively engage in daily client portfolio development and retention. * Participate in service improvement initiatives, proposing solutions for common and unforeseen scenarios. Required Skills * Excellent interpersonal and communication skills. * Strong attention to detail and accuracy. * Knowledge of life insurance products, regulations, and compliance requirements. * Problem‑solving and analytical thinking. * Proactive, self‑motivated, and capable of working independently. * Team player with collaboration and listening abilities. Required Education & Certifications * Bachelor’s degree in finance, insurance, business, or a related field. * Relevant professional certification in insurance or financial advisory is advantageous.

Company Name: Swiss Life France
Job Title: Gestionnaire assurance vie H/F
Job Description: **Job Title** Life Insurance Manager (Full-Time) **Role Summary** Manage client and partner inquiries related to life insurance contracts, ensuring accurate information, regulatory compliance, and high‑quality service. Operate independently on routine cases, proactively address risks, and support the overall client experience within a dedicated Life Insurance Service Team. **Expectations** - Minimum of 1 year of experience in a comparable role (life insurance or financial services). - Strong understanding of life insurance products, contractual terms, and regulatory framework. - Ability to manage multiple priorities, meet service standards, and maintain client satisfaction. **Key Responsibilities** - Present life insurance products and contract details to clients and partners. - Process requests concerning contracts or benefit deliveries while adhering to legal and internal procedures. - Maintain client‑centric service quality and uphold contractual commitments. - Anticipate and communicate potential impacts of request processing on clients and the company. - Escalate issues of client dissatisfaction, abnormal situations, or risk points to appropriate authorities. - Independently handle routine cases and support complex inquiries as needed. **Required Skills** - Client-facing communication (oral & written). - Product knowledge in life insurance and related financial products. - Regulatory and compliance awareness in the insurance sector. - Problem‑solving and decision‑making. - Organizational and time‑management abilities. - Proficiency in MS Office and standard CRM/e‑processing tools. **Required Education & Certifications** - Bachelor’s degree or equivalent in Finance, Insurance, Business Administration, or related field. - No specific certification mandatory, although industry‑related credentials (e.g., Certificat d’Agent d’Assurance) are considered an advantage.