Middle officer life insurance private wealth (f/h)

Company Description


Bienvenue chez Teora, filiale de Natixis Wealth Management, le courtier du groupe BPCE d’assurance vie en architecture ouverte !

Chez Teora, filiale à 100 % de Natixis Wealth Management (la Banque privée de Natixis), nous concevons et mettons en oeuvre des solutions d’assurance vie sur-mesure pour nos 3 clients :

1. notre société mère - la banque privée Natixis Wealth Management –
2. la clientèle Gestion privée et Banque privée des Banques populaires et des Caisses d’Epargne.

Filiale de NATIXIS, Teora fait partie du groupe BPCE, 2e acteur bancaire en France, qui lui offre solidité et sécurité. Elle compte 48 collaborateurs et gère près de 9 milliards d’euros.

Notre ambition : accompagner nos 3 clients précités en leur proposant les meilleures solutions en assurance vie/ capi et de sous-jacents en gestion financière dans les différentes classes d’actifs pour leur permettre de répondre aux enjeux patrimoniaux de leurs clients aisés et ainsi les fidéliser.

Notre état d’esprit : équipe agile, soudée et engagée, notre état d’esprit entrepreneurial est notre dénominateur commun et fait la différence. Chez Teora, nos talents et notre motivation sont nos premiers atouts : rejoignez-nous et vous donnerez du sens à votre projet professionnel.



Job Description

You are joining the Teora - Middle Office Assurance Vie Gestion Privée team as a Middle Officer.

Your daily tasks are to:

* Receive requests, perform 1st level checks (completeness, compliance), process and track the files inherent to all Life Insurance actions (subscription, additional payment, advance, redemption, arbitration, change of beneficiary clause, administrative acts, ...);
* Take charge of telephone calls related to the activity;
* Take charge of activity-related emails and fill in the tracking and reporting tools;
* Encourage our clients to seek help in preparing their files in terms of origin and traceability of funds;
* Promote the use of digital tools and the means available to our customers for self-care.

You work in a community of experts that places excellence, impact, and collective action at the heart of everything she undertakes.

#TransformaveFinance

This position is based in Paris with the option to work from home.

As a top employer, we put our employees at the centre of our attention. Internal mobility, career development, and training allow you to grow and develop throughout your career.

You work in a hybrid, inclusive and collaborative working environment.

You also have the opportunity to commit yourself to society and causes that are close to your heart through our corporate foundation.



About the recruitment process

You will be contacted by one of our recruiters before meeting with our business experts (manager, team member or business line).



Required Skills/Qualifications/Experience

About you: If you recognize yourself in the following description, you are made to work with us!

You have a higher education and at least 2 years of experience in similar positions.

You are proficient in:

* Life insurance;
* The 1st level controls.

You have excellent interpersonal skills, a very good listening ability, you are:

* Recognized for your writing skills and analytical and synthetic skills;
* Adaptable, customer-oriented and comfortable with communication;
* You are a team player who respects rules and procedures in a demanding environment.

You master English with a B1 level.

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