Kaufmann / -frau für Versicherungen und Finanzen (m/w/d) in Vollzeit oder Teilzeit gesucht
Core
Providing insurance and financial product advice and support to customers, analyzing needs, and managing contracts and claims.
Role type
Insurance and financial sales advisor
Builds
Insurance policies and financial solutions for individual customers
Domain
Insurance and Finance
Deliverable
client delivery
Required skills
Customer consultation, needs analysis, contract management, claims handling, data management
Preferred skills
MS Office, AB Agenta, VEMA
Responsibilities
Consulting customers on insurance and financial products, analyzing individual needs, supporting contract closures and claims, collaborating with insurers and partners, maintaining customer data
Seniority
Mid-level, experienced professional