Privatkundenberater (m/w/d) für Versicherungen im Innendienst in Berlin
Core
Insure private customers and manage their existing insurance contracts via phone and email, identifying needs and creating offers.
Role type
Private customer insurance advisor (in-house)
Builds
Insurance offers and contract management solutions for private clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance and finance training, contract analysis, offer creation, Microsoft Office, German (fluent), English (written)
Responsibilities
Advise existing private customers on contract-specific topics, handle written and phone correspondence regarding contracts, analyze existing contracts for unmet needs, create offers and draft decision recommendations