Kundenbetreuer Innendienst Vorsorgemanagement - Reutlingen (m/w/d)
Core
Customer service specialist for corporate and private pension management, handling claims, offers, and inquiries.
Role type
Customer service representative (pension management)
Builds
Pension solutions for corporate and private clients
Domain
Insurance / Pension planning
Deliverable
client delivery
Required skills
Pension management knowledge, claims assessment, offer creation, customer inquiry handling, project coordination
Preferred skills
Experience in insurance brokerage or insurance company, multi-year professional experience
Technologies
None stated
Responsibilities
Execute business transactions for corporate and private pension administration, determine performance claims, create offers, process customer inquiries regarding labor/tax/insurance law, coordinate central sales activities, support employer mandate projects
Seniority
Mid-level, experienced