Kaufmännischer Innendienst (m/w/d)
Core
Customer-facing sales and coordination role for a small insurance and financial agency, handling initial consultations and acting as a liaison between clients and internal specialists.
Role type
Customer-facing sales coordinator
Builds
Insurance and financial service concepts for clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer communication, initial consultation, liaison coordination, scheduling
Preferred skills
Financial or insurance industry experience, motivation for financial topics
Responsibilities
Conduct initial consultations with customers and prospects, present agency concepts and methodologies, act as a link between customers and internal specialists, handle client inquiries and scheduling (no cold calling)