Testamento

About the Company

At Testamento, we believe that life insurance and financial education should be available to everyone, both end-clients and sales & marketing teams. Testamento designs and deploys innovative cloud native software that boost the commercial approaches and services banks and insurance players in the field of life insurance. Our key B2B clients are Generali, Allianz and MetLife. These services can be integrated at lead generation level (Testamento Detect), pre-sales (Testamento Optimizer), in the management of beneficiary clauses (Testamento Beneficiary) and can form an educational platform of services enabling estate planning and optimization (Testamento Planner). Available in white label, either in SaaS mode and via API, they are used by more than 10,000 advisors, and accessible to 10 million + people in France. Testamento is certified Finance Innovation and a member of the France Fintech and Insurtech France associations.

Listed Jobs

Company Name

Testamento

Job Title

Conseiller relation client & innovation

Job Description

**Job title:** Customer Relationship & Innovation Advisor **Role Summary:** The role focuses on supporting employees through the digital beneficiary clause process, ensuring complete and accurate documentation, and driving an AI‑powered clause analysis solution. It combines client‑facing duties, operational oversight, and product innovation collaboration. **Expectations:** - Deliver high‑quality client support from initial contact to finalization. - Maintain meticulous case tracking and identify process inefficiencies. - Actively contribute to the development and refinement of the AI‑enhanced stock‑analysis tool. **Key Responsibilities:** - Serve as the primary point of contact for staff using the digital beneficiary clause platform. - Provide clear, empathetic guidance and answer questions using simplified legal and insurance terminology. - Verify completeness of received beneficiary clauses and manage the end‑to‑end workflow. - Detect friction points, propose operational improvements, and track implementation progress. - Partner with the Product Owner to test, iterate, and enhance the AI‑driven clause‑analysis feature. **Required Skills:** - Strong interpersonal and communication skills; adept at building rapport with clients. - Solid understanding of insurance concepts and legal frameworks related to beneficiary clauses. - Ability to explain complex legal matters in lay terms. - Proactive problem‑solving mindset; comfortable driving process optimisations. - Familiarity with digital tools; ability to learn and use new software quickly. - Self‑starter comfortable with autonomy within a startup environment. **Required Education & Certifications:** - Currently enrolled in or holding a Bac+4 (equivalent) in Law, Insurance, or a related field with a strong interest in these domains. - Prior experience in customer service or client‑facing roles is a plus.

Paris, France

On site

24-12-2025