Vertriebsassistent/in m/w/d geringfügig
Core
Administrative and operational support for an insurance agency, handling customer data, claims, scheduling, and basic accounting.
Role type
Administrative Assistant (Insurance Agency)
Builds
Customer service workflows, agency operations, and financial documentation
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Data entry, calendar management, telephone communication, claims processing, basic accounting, document filing, software updates
Preferred skills
Customer relationship management, marketing support, bookkeeping
Technologies
PC/Screen work, agency software, billing systems
Responsibilities
Process daily mail, monitor policy issuance, manage large client files, coordinate staff schedules, handle incoming calls and damage reports, process customer requests, manage material inventory, update software, perform collections, handle cancellations, advise customers on coverage gaps, conduct telephone marketing, prepare accounting documents for tax advisors, process payroll, and manage petty cash.