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Commercial & Relation Clientèle

1 month ago

Insurance Specialist for Entrepreneurs M/F

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Company information

Company
Commercial & Relation Clientèle
Location
France, Centre, Eure-et-Loir, Chartres France
Posted
1 month ago
View all jobs at Commercial & Relation Clientèle

Job description

The regional bank of Crédit Agricole Val de France, departments Eure & Loir (28) and Loir & Cher (41), is part of the 39 regional banks of Crédit Agricole. It upholds values of proximity, solidarity, and more generally the mutualist values that are part of Crédit Agricole's DNA. Thanks to the strength of its 1,200 employees, who embody its values, it is a major economic player in its territory. Joining Crédit Agricole Val de France means joining a human-centered company, close to its territory and its employees, and supported by a group offering career prospects in many areas of expertise (banking, insurance, asset management, etc.). Do you wish to thrive within a passionate, friendly, and demanding team, while benefiting from the reputation of a large group? It all starts here. Join us and give a new impetus to your career by becoming an Insurance Specialist for Entrepreneurs in Chartres for the Eure-et-Loir department. Your missions #Develop - Develop and retain a clientele of businesses on Insurance and Welfare aspects. - Conduct risk visits to prepare commercial proposals, restitution visits, and relationship maintenance visits in accordance with the relational commitments made with clients. - Advise, present, and argue for contract projects to obtain client adhesion while preserving price margins. - Support the client in terms of Prevention (fire extinguishers, remote monitoring, Apave). #Analyze - Analyze business risks of prospects and adapt pricing. - Apply the underwriting rules and decisions of the PACIFICA Underwriting department in conjunction with the PACIFICA underwriter assigned to our Regional Bank. - Process revisions on existing portfolio contracts, performing the necessary assessment for risk evolution. - Define and implement permanent control procedures for its scope, monitor application, and carry out any corrective actions. - Anchor compliance in commercial relationships. #Animate - Be the reference for business insurance, and provide animation support. - Develop good relationships with business agencies and animate its area (meetings, challenges) among business account managers to optimize synergy in scheduling qualified appointments and developing activity in line with commercial objectives. - Represent Crédit Agricole and promote Insurance at internal and external events. - Report on its activity and significant events on a weekly basis. - Weekly exchanges with the Pacifica underwriter. - Ensure competitive intelligence in its sector. Still hesitating? Within Crédit Agricole Val de France, anything is possible, we are committed to supporting you and helping you grow throughout your career. In addition to our multiple career opportunities, we offer you: - Compensation with a 13th-month bonus, profit-sharing and participation, savings account (CET), - RTT (Reduction of Working Time) days. - Supplementary welfare and retirement plans. - Preferential banking and insurance conditions. - Subsidy for the purchase of meal vouchers. - Access to varied and enriching training. Profile With a higher education degree or significant professional experience in a similar role, you possess solid technical knowledge in IARD business insurance (Property Damage, Civil Liability, Auto, Construction, etc.). You have successful experience as an IARD insurance salesperson in the business segment, acquired in a brokerage firm, an insurance company, or a banking institution. Good interpersonal skills, ability to address executives. Good coordination skills. High autonomy and initiative. Good pedagogical sense. Your curiosity and commitment will enable you to build your own career path within Crédit Agricole Val de France. * Source: Internal IER (Engagement and Recommendation Index) survey, 2025. 40000 - 50000 EUR

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