Vertriebspartnerbetreuer (m/w/d) Innendienst – CRM & Digitalisierung im Versicherungsbereich
Hybrid
Core
Support insurance brokers and multi-agents in using the Keasy CRM system, optimize their digital workflows, and lead onboarding and training.
Role type
Sales partner support specialist (CRM & Digitalization)
Builds
Digital workflows and training programs for insurance brokers
Domain
Insurance / CRM / Digitalization
Deliverable
product features
Required skills
Insurance domain knowledge, CRM system proficiency, workflow optimization, training facilitation, process improvement
Preferred skills
IT affinity, analytical thinking, self-management
Responsibilities
Support sales partners with CRM usage, optimize partner workflows, act as liaison between sales and IT, conduct onboarding and training sessions, drive internal process development
Seniority
Mid-level, hands-on IC