Kaufmann/-frau für Versicherungen und Finanzen im Innendienst
Core
Assist a consultant in analyzing clients' insurance and financial situations to create individual concepts by comparing existing contracts and offers across a product palette of over 250 providers.
Role type
Insurance and finance consultant assistant
Builds
Individual insurance and financial concepts for clients
Domain
Insurance and finance
Deliverable
dashboards & analysis
Required skills
PC skills, quick understanding, friendly and communicative approach
Preferred skills
Vocational training or degree in insurance, banking, or health insurance
Responsibilities
Analyze clients' current insurance and financial situations, compare existing contracts and offers from over 250 providers, assist in creating individual insurance and financial concepts