Fachkraft für unser Versicherungs-Maklerbüro m/w/d
On-site
Core
Insurance broker supporting private and business clients with risk assessment, needs analysis, and proposal creation for all insurance lines and investments.
Role type
Insurance broker (individual contributor)
Builds
Insurance proposals and investment solutions for private and business customers
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
risk assessment, needs analysis, proposal creation, insurance product knowledge, investment product knowledge, customer consultation, telephone communication, office software proficiency
Preferred skills
prior experience in insurance brokerage
Responsibilities
conduct risk assessments and identify customer needs, create insurance and investment proposals, provide in-office personal consultations, onboard into insurance programs and pools