Customer Services Trainee (M/F)

Publiée le 12/11/2021

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ONELIFE


Temps de travail
Type de contrat
Langues parlées
FR , EN
Niveau d'étude

Customer Services Trainee


The mission


The Customer Services includes client servicing and policy servicing activities. The Customer Services manage clients and partners requests, in particular by answering to their call phone, email, letters, etc. as well as checking, encoding, executing their transactions in the policy administration system. The role of the Customer Services Trainee is to support the team in those daily activities.


Main tasks


  • Operational support : Provide support in cases checks and follow-up.


  • Client Services (Client / Partner Management): Have direct contact with all partners at all stages of all contracts and ensure follow-up of all client requests; Develop and maintain excellent relationships with key business partners in all markets through proactive and reactive contacts.


  • Policy Management (Operations): Handle transactions documents (sort, identify, split, index (create/link case) and archive documents); Handle transactions (check, key, match and execute).


  • Business Processing: Execute/Perform services for our external clients/partners in respect of the Service Level Agreement (SLA); Execute/Perform operations for our internal clients/partners in respect of the Operational Level Agreement (OLA).


  • Reporting: Prepare, check and send annual statement, tax statement, commissions statement, transaction confirmation letter, etc.


  • Others: Any other duties that would be given by the manager or due to a circumstance in the interest of the business.

 

Profile


  • Bachelor Degree in Business Administration, Finance or Economics
  • Experience as student/trainee in the banking/insurance industry
  • Analytical skills
  • Eager to learn
  • Capable of working independently as well as within a team
  • Knowledge of Microsoft Office Tools
  • Fluent French and English (written and spoken)


OneLife. Several reasons


OneLife exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 30 years’ experience, we develop cross-border financial planning solutions for wealthy clients across Europe.

Whether it’s a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.

Together with a solid network of select partners — including private banks, family offices and independent financial advisers — our dynamic team of international experts offers a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.

OneLife is a member of APICIL Group, the fourth largest social protection group in France, engaged in health and life insurance, pensions, savings products and related financial services.

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ONELIFE

38 Parc d'Activites Capellen
8308 Mamer
Luxembourg

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Customer Services Trainee (M/F)

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Customer Services Trainee (M/F)

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