Sachbearbeitung im Innendienst (m/w/d) in VZ/TZ ab 30 Wochenstunden
Core
Administrative support for financial advisory, including customer appointment preparation, claims processing, and proposal creation.
Role type
Administrative specialist (insurance/finance)
Builds
Customer service solutions and financial concepts
Domain
Insurance and Finance
Deliverable
product features
Required skills
Outlook, MS Office, independent work style
Preferred skills
Insurance/Finance knowledge, Banking knowledge, Real Estate knowledge
Responsibilities
Pre- and post-preparation of customer appointments, Claims processing, Creating offers, Scheduling for outside sales team, Customer contact in office and on phone, Developing financing concepts, Creating concepts in the area of real estate annuities