Kundenbetreuer/Innendienst-Aussendienstmitarbeiter für vorhandenen Kundenstamm
Core
Customer advisor for existing clients, providing insurance, pension, and investment advice and supporting daily office operations.
Role type
Customer service representative (insurance/finance)
Builds
Insurance, pension, and wealth management solutions for Allianz agency clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
complex problem solving, relationship building, digital communication, sales, financial advisory
Preferred skills
customer empathy, reliability, continuous learning
Responsibilities
Convey insurance, pension, and wealth management offers from the Allianz portfolio; Handle customer inquiries; Provide individual advice and support to clients; Support the agency owner in various business processes.
Seniority
Entry-level (career switcher)