6-month fixed-term contract - Business Manager Private Life Insurance - Teora

Description du poste:

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 :
> notre société mère - la banque privée Natixis Wealth Management -
> 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 join the Teora - Middle Office Private Life Insurance team (15 people) as a Private Life Insurance Business Manager.

On a daily basis, your missions are:
- to receive requests, carry out 1st level checks (completeness, compliance), process and monitor the files inherent in all Life Insurance acts (subscription, additional payment, advance, redemption, arbitration, change of beneficiary clause, administrative acts, ...)
- to handle phone calls related to the activity
- to handle the emails related to the activity and fill in the tracking and reporting tools
- to encourage salespeople to seek assistance in preparing their files upstream in terms of origin and traceability of funds
- to promote among salespeople the use of digital tools and the means made available for self-care

Your actions as Business Manager Life Insurance Private Management must strongly contribute:
* to retain the Private Management salespeople of the Savings Banks and Popular Banks
* and to lead them to entrust us with future operations.
You work within a community of experts who place excellence, impact and collective action at the heart of everything they undertake

#TransformativeFinance
This position is based in Paris, then Charenton from April 2026, with the possibility of teleworking.
As a Top Employer, we place our employees at the center of our attention. Internal mobility, career development and training devices allow you to grow and flourish throughout your journey.
You evolve in a hybrid work environment, inclusive and promoting collaboration.
You also have the opportunity to commit yourself in favor of society and causes that are dear to your heart through our corporate foundation.

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

Automatic translation

Required Skills/Qualifications/Experience

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

With a higher education, you have at least 2 years of experience in similar positions. You master the field of life insurance, you have excellent interpersonal skills, a very good listening ability.

You are:
- recognized for your writing ability and your analytical and synthesis skills
- adaptable, client-oriented and comfortable in communication
- respectful of rules and procedures and you know how to work as a team in a demanding environment

You master English with a B1 level

Automatic translation