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CONSEILLER CLIENTELE RETRAITE COMPLEMENTAIRE F/H at AG2R La Mondiale - ApplyBlast

CONSEILLER CLIENTELE RETRAITE COMPLEMENTAIRE F/H

AG2R La Mondiale

3 months ago

Marseille, France

Hybrid

Full Time

Junior

0 applicants

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About this role

This role involves multichannel customer service for current and future retirees at a retirement advisory agency in Marseille. Key duties include guiding clients through retirement file creation, analyzing their requests for complementary pension schemes, and managing administrative correspondence. The position requires a valid driver's license and vehicle for travel.

Responsibilities

Guide clients through retirement file creation and pension scheme analysis
Manage administrative correspondence and follow up on individual files
Process multichannel contacts including phone and digital inquiries
Ensure completeness of required information and supporting documents
Collaborate with the telephone platform to handle client contacts

Skills

About AG2R La Mondiale

ag2rlamondiale.fr

Headquarters

Paris, Île-De-France, France

Company Size

10001+ employees

Founded

2008

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AG2R La Mondiale is a French insurance and social protection group offering retirement savings, health insurance, life insurance, and employee benefits solutions for individuals, businesses, and institutions. The company operates in the insurance and financial services industry, with a strong presence in complementary health, pension, and wealth management services.