Kaufmann für Versicherungen und Finanzen im Vertriebsinnendienst in Koblenz (w/m/d)
Core
Providing personal and telephone advisory services for composite insurance, managing leads, and acquiring new business in personal insurance.
Role type
Sales operations specialist (insurance)
Builds
Insurance and pension products for private households
Domain
Insurance
Deliverable
client delivery
Required skills
composite insurance knowledge, cross-selling, lead management, new business acquisition, customer retention management, stakeholder management
Preferred skills
prior insurance experience, customer contact skills, negotiation skills
Technologies
none stated
Responsibilities
Personal and telephone advisory in composite insurance, Cross-selling of insurance and pension products, Active new business acquisition, Customer portfolio and after-sales management, Appointment management and cooperation with outside sales team
Seniority
Entry-level, trained professional