Provide independent advice on life insurance matters to private clients and, where relevant, corporate/organizational clients across France, Luxembourg, and Belgium.
Gather and analyze client information to assess insurance needs and investment objectives, translating them into appropriate coverage recommendations.
Use deep knowledge of insurers and their policies to identify solutions that best meet client needs, balancing features, service, and overall value.
Lead complex case strategy and placement end-to-end (submission through underwriting, offer negotiation, policy issuance, and delivery).
Negotiate specialized coverage terms and structures in complex cases, coordinating across internal stakeholders and external partners as appropriate.
Develop and maintain strong relationships with professional counterparts in the insurance ecosystem (insurers, underwriters, and other specialists).
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