Groupe BPCE
The Contract Administration Representative processes paperwork and manages case ownership to ensure the accurate and timely completion of customer transactions for new business applications. This role supports Variable and Fixed Annuity policies by entering data, checking for NIGOs, conducting suitability reviews, and assisting with maintenance and withdrawal transactions. The position also provides information on contract values, status updates, and fund performance while supporting agents and clients in new business operations.
Groupe BPCE is the second-largest banking group in France, operating across all areas of banking and insurance. Its principal brands include Banque Populaire, Caisse d'Epargne, and Natixis, serving retail, corporate, and institutional clients. The group is structured as a cooperative and is active in areas including retail banking, investment banking, asset management, and insurance.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Groupe BPCE.
Groupe BPCE didn’t post a salary, so this is our estimate from similar listings.
30% below the average for this role
Annuity Suitability Consultant
AAA Life Insurance Company
Director, Annuity Suitability & Compliance
Canada Protection Plan
Suitability Review Specialist
Manulife
Annuity Suitability Analyst I
Everly Life Insurance Company
Financial Services Analyst
Nationwide Financial
Suitability Specialist III
Fidelity & Guaranty Life Insurance Company