Bertrand Morier

Sector: Insurance

Since sept 2007 : Confidential client, Settlement of a brand new Insurance Company and its back-office unit.

2003 to 2007 : Predica, Crédit Agricole's life insurance company

- Project Manager: implementation of a new Unit linked product, implementation of a new Death Claim product, implementation of 3 new retirement products, extension of a limit of 20 Unit Linked per product (up to 998).
- Business Analyst : Migration of UAF portfolio to PREDICA’s Information System (300 products and 900 product versions): Gap analysis, cost and benefit analysis, requirements specification and functional support.

Sector: Consulting and Services

- Management of a team of 4 adminstrators (1 with profit product saled by 3 different distributors: UBS, Centre Français du patrimoine and Espace Patrimoine Conseil)
- Business processes analysis & modelling in coordination with the back office in Dublin
- User Project Manager for the launch of 2 new distribution partnerships
- User Project Manager for the Europe system’s functional specifications (unique front and back office European platform)
- Frequent business travels to Dublin and London

Sector: Insurance

Supporting Solcorp to develop Ingenium, their life insurance software in order to be competitive on the French Market.
- Gap analysis between the French life insurance market and the markets already known by Solcorp
- Requirements specifications of French regulation and taxation system
- Functionnal support in the business analysis

Sector: Software publishers

- Testing the implementation of a new Information System (Ingenium)
- Elaborating the processes and make them evoluate when necessary
- User project manager for the Year End Treatments
- Training the back offices adminstrators to new functionnalities and products

Sector: Insurance