Kundenbetreuer / Sachbearbeiter (m/w/d) – Finanzdienstleistungen
Hybrid
Core
Support customer service and appointment organization for clients in the finance and insurance sector.
Role type
Customer service representative (finance/insurance)
Builds
Customer service support and administrative tasks for DVAG clients
Domain
Finance and Insurance
Deliverable
client delivery
Required skills
Customer service, contract processing, data administration, system management, telephone communication, email communication
Preferred skills
Computer proficiency, digital tools usage
Responsibilities
Support customer service and appointment organization, process customer inquiries and contracts, manage customer data and system maintenance, prepare consultation appointments, communicate with customers via phone and email