The CBO Analyst ensures the administration of credit insurance policies, specializing in the issuance of policies and endorsements. He/she ensures the accurate and timely processing of contractual documents in accordance with underwriting decisions, while guaranteeing data quality, regulatory compliance, and adherence to service level agreements. He/she collaborates closely with internal teams to ensure a high quality of service and efficient operations.
Main responsibilities:
- Carry out the activities necessary for the proper functioning of contracts in the relevant systems, particularly the management of contractual conditions and billing.
- Issue contractual documents such as policies, contracts, endorsements, premium calls, and invoices.
- Process requests, complaints, and queries from clients or intermediaries in collaboration with the sales team and Account Executives.
- Manage and prioritize requests while ensuring regular communication with entities and the Team Leader to guarantee SLA compliance.
Internal and external support:
- Record and create policies in Coface systems.
- Receive and process information and documents provided by prospects and clients to compile and update files.
- Process commercial information, analyze anomalies, and update systems.
- Issue contractual documents (policies and contracts) in accordance with instructions received and ensure their correct recording in the various information systems.
- Respond effectively to internal and external client requests within Coface response times.
Control and process:
- Identify and implement process improvements to optimize workflows and productivity.
- Ensure the proper execution of operational processes.
- Keep client files up-to-date and properly documented.
- Ensure effective communication with sales, technical, and management teams.
- Apply KYC (Know Your Customer) procedures and requirements.
Desired Candidate Profile
Mastery of Excel and strong analytical skills. Ability to process and control financial data. Knowledge of financial statements, premium calculations, and KPI monitoring. Good level of French. Excellent communication skills and ability to evolve in an international environment. Bachelor's degree (Bac+3) to Master's degree (Bac+5) in Accounting, Finance, Management, or equivalent field. Strong analytical skills and customer focus.