J. Heringer Wirtschaftsberatungs GmbH & Co. KG Versicherungs- u. Finanzmakler seit 27 Jahren
Core
Managing existing clients for a financial services firm, handling inquiries about investments, loans, insurance, and claims.
Role type
Client service representative (insurance and financial advisor)
Builds
Client service and claims processing for households and companies
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Client relationship management, telephone communication, written communication, offer preparation, claims processing
Preferred skills
Commercial training, computer literacy (Word, Outlook, Excel), customer communication
Responsibilities
Managing existing clients, telephone calls and appointment scheduling, written correspondence, creating offers, claims processing