Annex sheets contexts E32 & E42 BTS Insurance

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ANNEX V – Context Sheets E32 and E42

The context sheets E32 and E42 are important documents for BTS Insurance students, as they allow them to track and assess their professional skills acquired during their training in the company.

Sheet E32

The E32 activity sheet involves describing one or more professional situations experienced by the student, related to the tasks assigned by the company. It is filled out by the student with the help of their supervisor and contains several sections to detail the situation, such as the context, stakes, objectives, actions taken, results achieved, and the student’s strengths and weaknesses.

Sheet E42

As for the E42 activity sheet, it allows the student to reflect on a specific theme related to the teachings delivered in class. This sheet can include questions regarding the themes covered in class, or case studies to be solved. It enables the student to put theoretical teachings into practice and to develop their reflection and analytical skills.

The E32 and E42 activity sheets are therefore essential pedagogical tools for BTS Insurance students, because they help them apply theoretical teachings and develop their professional skills through relevant and level-appropriate missions. They also allow the company to contribute to the training of students by entrusting them with relevant professional missions suited to their skill level.

The sheet includes annotations in an italicized font; these annotations are intended to guide you in drafting this sheet and should ultimately be removed for better readability

The use of this sheet is optional; the candidate may choose to incorporate contextual elements into each activity sheet
Context Sheet No. Real context Ο Simulated Ο Concerned activity sheets No. :
Name of the candidate: DUPONT First name: Sophia

The items proposed should be adapted to the candidate’s real situation. The candidate should include relevant information to contextually situate their activity within each company where they have intervened during their training.

NAME OF THE COMPANY:

AG2R LA MONDIALE

Period(s) / Date(s):
From September 9, 2019 to July 4, 2021
Address: 15 rue de l’invention 65000 PARIS Beach
Department: Portfolio Actuarial Department of the Actuarial, Products and Finance Division
Main tasks performed by the candidate:
• Retrieve arbitration mandates on the application
• GED (Electronic Document Management)
• Scan registered letters with the client’s mail and upload to the GED application
• Fill out the client transfer file
• List contracts CG for which the insurer may refuse arbitration
• Use of simulation “PERP and MADELIN
• Manage pending agenda items via workflow

1- COMPANY OR SERVICE ACTIVITY

Company’s position in the sector: Insurance organization => Type of organization: SA
Specificities of the company’s activity: Partners => Insurers
Human resources: (see page 3)
Geographical location: Paris, FRANCE
etc.
Personal Insurance:
Savings / Investments: Individuals, Professionals, Group insurance, Personal insurance

2 – ANALYSIS OF THE COMPANY OR SERVICE ACTIVITY


Targeted markets: Private Wealth

Company’s positioning: No. 10 in savings

Trade area: France

Competitive analysis: CMP, PRÉDICA, GENERALI, AXA
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