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 monitor and assess their professional skills acquired during their in-company training.

Sheet E32

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

Sheet E42

As for the E42 activity sheet, it enables the student to reflect on a specific topic related to the teachings provided in class. This sheet can contain questions related to the topics covered in class, or case studies to be resolved. It allows the student to put theoretical teachings into practice and to develop their critical thinking and analytical skills.

The E32 and E42 activity sheets are therefore essential pedagogical tools for BTS Insurance students, as they enable them to apply theoretical knowledge and develop their professional skills through relevant missions tailored to their level. They also allow the company to contribute to the students’ training by assigning them relevant professional missions suited to their competency level.

The sheet includes annotations in italic font; these annotations are meant to guide you in drafting this sheet and should eventually 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 or simulated context: Related activity sheet No. :
Name of the candidate: DUPONT First name: Sophia

The proposed items should be adapted to the candidate’s actual situation. The candidate should include any information they deem relevant to situate their activity within each company they have worked for during their training.

NAME OF THE COMPANY:

AG2R LA MONDIALE

Period(s) / Date(s):
From September 09, 2019, to July 04, 2021
Address: 15 rue de l’invention 65000 PARIS Plage
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 customer correspondence and upload to the GED application
• Complete the client’s transfer file
• List the contracts of GSC for which the insurer may refuse arbitration
• Use of simulation “PERP and MADELIN
• Managing pending agenda items via workflow

1 – COMPANY OR SERVICE ACTIVITY

Company sector: Insurance organization => Type of organization: SA
Business specifics: Partners => Insurance companies
Human resources: (see page 3)
Geographical location: Paris, FRANCE
etc.
Personal Insurance:
Savings / Investments: Individuals, Professionals, Group insurance, Individual insurance

2 – ANALYSIS OF THE COMPANY OR SERVICE ACTIVITY


Target markets: Wealth management

Company positioning: No. 10 in savings

Catchment area: France

Competitive landscape: CMP, PRÉDICA, GÉNÉRALE, AXA
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