Fixed-Term Contract

Gestionnaire Back Office SUCCESSION H/F

Modified on 25/11/2024

  • Lyon - France
  • Operations
  • 2024-94303

Job description

En tant que Gestionnaire Assurance Vie Succession, vous rejoignez le service successions du Back-Office. Vos missions seront les suivantes :

  • Assurer la gestion des successions pour les contrats d'assurance-vie, de capitalisation ou de retraite.
  • Analyser et mettre en conformité les dossiers.
  • Relancer les dossiers incomplets par emails ou par courriers.
  • Procéder au règlement des capitaux.
  • Rechercher les bénéficiaires et assurer la gestion des contrats en déshérence.
  • Renseigner les bénéficiaires, les notaires, les partenaires par téléphone (sur les démarches à réaliser, sur le suivi du règlement, etc.) et par mail.
  • Vérifier la recevabilité et la validation des clauses bénéficiaires.

    • Starting date
    • 02/12/2024
    • Duration
    • 12
    • Position with management
    • No
    • Executive / Non Executive
    • Non cadre
    • Minimum level of study
    • 2 years of higher education (L2)
    • Training / Specialization
    • Vous êtes idéalement de formation Bac +2 (assurance, juridique, gestion).
      Une bonne expérience dans la prise en charge d'appels téléphoniques est souhaitée et du traitement de la déshérence serait un plus.
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
    • Compétences requises :
      - Très bonne aisance téléphonique et rédactionnelle.
      - Rigueur.
      - Capacité d'analyse et de synthèse.
      - Bon sens du service client.
      - Appréciation du travail en équipe.

  • Crédit Agricole Assurances is the first Bank Insurer in France and a leading provider in Europe. The company designs policies tailored to the needs of its customers in the following insurance segments: life insurance, retirement insurance, health insurance, accident and disability insurance, creditor insurance and casualty insurance. UAF Life Patrimoine is a distribution platform for financial and insurance products which designs, markets and manages products and services in the field of financial investment (life insurance, savings, retirement, tax optimization products ... ). By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Crédit Agricole Assurances
Crédit Agricole Assurances
Crédit Agricole Assurances

Crédit Agricole Assurances

Gestionnaire Back Office SUCCESSION H/F

Published the 25/11/2024

Fixed-Term Contract
  • Lyon - France
  • Operations
  • 2024-94303
Join
-us

Our advantages

Working from home

This is a working method that has existed within Crédit Agricole Assurances for many years.

Training

Numerous face-to-face and remote levers: learning from others, giving and receiving feedback, taking training courses (124,000 hours by 2023), enhancing experience, taking on new missions.

Crossovers

A wide range of support (events, workshops, guidance tools, practical information sheets, advice, etc.) and a variety of career paths within our Insurance Group and throughout the Crédit Agricole Group.

Companies

Sites in Paris, the French regions and 8 other countries: Ireland, Italy, Spain, Japan, Luxembourg, Portugal, Poland and Greece.

Banking benefits

Banking benefits for staff

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