Privatkundenberater | Versicherungskaufmann (m/w/d)
Core
Lead the insurance office of the Frey Group, a general agency of Württembergische Versicherung AG, providing cross-sector customer advice with a focus on composite insurance.
Role type
Senior insurance office manager (composite focus)
Builds
Insurance policies and claims for individual customers
Domain
Insurance (General Agency)
Required skills
Composite insurance expertise, contract modification, customer acquisition, cross-selling, up-selling, claim processing, office management
Preferred skills
Entrepreneurial mindset, initiative, reliability, organizational talent, service orientation, negotiation skills, communication
Technologies
Standard office software applications
Responsibilities
Lead the insurance office, provide cross-sector customer advice, create offers, process applications and claims, handle contract changes, manage customer correspondence, prepare for and follow up on customer meetings and annual reviews, analyze existing portfolios, acquire and expand the customer base
Seniority
Senior, hands-on IC