CareerPlan

Privatkundenberater (m/w/d) für Versicherungen im Innendienst in Berlin

Berlin, BERLINFull-time2024-12-09 → 2026-11-12

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