AG2R La Mondiale logo
AG2R La MondialePosted 3 weeks ago

CONSEILLER GEST PARTICULIERS RETRAITE F/H

On-siteClermont-Ferrand, Auvergne-Rhône-Alpes, France

Full TimeEnterprise

Job Summary

Review and verify the eligibility of pension requests for individual clients, updating files and analyzing career completeness. Calculate benefit amounts and process payments according to delegated authority, while ensuring document exhaustiveness and requesting supplementary pieces as needed. Manage outgoing and incoming client contact via email, mail, face-to-face meetings, social media, chat, online services, and phone. Conduct recovery operations for undue benefits and initiate contentious procedures against individuals in compliance with group procedures. Maintain high-quality relationships with clients and partners while contributing to departmental objectives.

Required Qualifications

  • Bac+ 2
  • Première expérience en gestion administrative et/ou en relation clients
  • Bon relationnel
  • Goût du travail en équipe
  • Bonne pratique des techniques de communication vis-à-vis du client
  • Rigueur
  • Organisation
  • Capacité d'analyse
  • Sens du service clients
  • Aise avec les données chiffrées
  • Connaissance des régimes de base et des règles en retraite complémentaire

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce