Angestellter Kundenberater im Innendienst (m/w/d)
Core
In-house customer advisor providing telephone and written consultation on insurance and investment products for private and commercial clients.
Role type
Customer service representative (insurance)
Builds
Insurance policies, investment products, and claims processing for individual clients.
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Insurance and financial sales experience, customer consultation, claims handling, data management, MS Office proficiency
Preferred skills
Experience in health insurance, process optimization
Technologies
MS Office
Responsibilities
Handle customer inquiries via phone and email, process insurance applications and contracts, manage claims reporting and resolution, maintain customer master data, support outside sales team with appointment preparation and proposals, nurture existing client relationships, contribute to internal process improvements