Patient Financial Counselor providing clerical and administrative support for insurance and financial information. Engaging with patients regarding upcoming procedures at Providence Medical Foundation.
About the role
- Conseiller clients en assurance at Gan Assurances handling client needs via multiple communications. Focused on developing client portfolios and managing insurance cases within a supportive team.
Responsibilities
- Welcome clients through all communication channels: in-branch, by phone or email
- Handle clients' needs: discovery, research and identification of their expectations, present GAN Assurances, promote and sell the agency's insurance offerings
- Manage client files independently: prepare tailored quotes, issue insurance policies, collect, track, verify and follow up on administrative documents and signatures
- Develop your own client portfolio: new subscriptions, follow-up contacts and additional sales across the full product range: pension products, personal protection, supplementary health insurance, life insurance, loan protection, car/home insurance, legal protection
- Handle and monitor claims when necessary: open claims notifications, coordinate experts, collect documentation and perform follow-ups
- Actively participate in agency life: liaise with the insurer, manage supplies and the agency's administrative tasks (mail, archiving, etc.)
Requirements
- Minimum 5 years' solid experience in the banking sector
- Ideally comfortable with the demands of a sales role (targets, sales, challenges, close customer relationships)
- Demonstrates rigor, high standards and autonomy in all circumstances
- Excellent interpersonal skills to serve our clients with quality and satisfaction, showing friendliness, empathy and commitment
- Curious by nature and able to take initiative
Benefits
- Fixed salary: €28,000 to €34,000 gross per year
- Additional benefit: quarterly variable pay of €900 net depending on targets achieved
- Holiday vouchers (€300)
- Cadhoc vouchers (approx. €600 depending on commercial challenges)
- A training program on GAN Assurances products and processes delivered remotely by the company
- Discounts on GAN Assurances products
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