CareerPlan

Kundenbetreuer / Sachbearbeiter (m/w/d) – Finanzdienstleistungen

Leonberg, Württemberg, BADEN_WUERTTEMBERGRemoteFull-time2026-11-12
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