CONSEILLER GEST PARTICULIERS RETRAITE F/H
On-siteClermont-Ferrand, Auvergne-Rhône-Alpes, France
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
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