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Commercial Advisor
Henner Group. Establish telephone contact with policyholders through inbound and outbound calls to market supplementary health insurance plans to B2B and B2C customers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and sales within the insurance sector, with a strong focus on compliance and effective communication. Proficient in managing customer interactions and utilizing digital tools to enhance service delivery.
Highest-signal resume keywords
Customer Service ExperienceSales Campaign ManagementInsurance Compliance KnowledgeMicrosoft Office 365 ProficiencyBilingual French Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Enrollment ManagementQuote PreparationComplaint ResolutionFile ManagementDigital Tool Adaptation
Soft Skills
Detail-OrientedResponsiveWell-OrganizedInterpersonal SkillsTeam-Oriented Mindset
Certifications & Qualifications
Bachelor’s Degree in Business, Sales, or Insurance
Industry Keywords
Supplementary Health InsuranceB2B SalesB2C SalesCommercial AdvisorCustomer Service Advisor
About the role
Key responsibilities & impact- Establish telephone contact with policyholders through inbound and outbound calls to market supplementary health insurance plans to B2B and B2C customers
- Handle customer requests relating to enrollment, coverage changes, and cancellations by email, telephone, and mail
- Advise prospects and customers by recommending plans suited to their needs and budget
- Prepare quotes and conduct commercial follow-ups
- Manage customer files, including mail processing, scanning, and archiving
- Enter information into the designated system
- Handle complaints and implement the necessary corrective actions
- Make outbound calls as part of sales campaigns or to follow up with prospects on outstanding quotes
- Ensure compliance with applicable regulations governing personal insurance and with internal procedures
- Inform and advise customers about all products offered by the Group
- Conduct remote sales of products in accordance with the Group’s sales policy
- Handle Level 1 complaints in consultation with the manager and the Complaints team
Requirements
What you’ll need- Bachelor’s degree or two- to three-year higher education qualification in Business, Sales, or Insurance
- At least two years’ experience in a Commercial Advisor or Customer Service Advisor role
- Detail-oriented, responsive, and well-organized
- Strong interpersonal skills and a team-oriented mindset
- Proficiency with digital tools, particularly Microsoft Office 365
- Ability to adapt quickly to new digital tools
- Strong written and spoken French skills
Benefits
Comp & perks- Profit-sharing bonus (after three months of service)
- Company savings and retirement plans with an attractive employer matching contribution
- 75% reimbursement of public transportation costs
- Childcare allowance
- Medical teleconsultations
- Individual or family health insurance fully covered by Henner
- Meal vouchers
- Up to two days of remote work per week
- Up to three days of remote work per week for employees with disabilities, family caregivers, or pregnant employees
- Training on tools and insurance fundamentals
- Dedicated local support and onboarding program
- Flexible working arrangements
- Commitment to work-life balance