Privatkundenberater (m/w/d) für Versicherungen im Innendienst in Bedburg
Core
Private customer service and advisory for insurance policies, handling contract matters and identifying needs.
Role type
Insurance private customer advisor (in-house)
Builds
Insurance offers and decision recommendations for private clients
Domain
Insurance
Deliverable
client delivery
Required skills
Insurance and finance training, Microsoft Office, German (fluent), English (written)
Responsibilities
Advise existing private customers on policy and contract topics, handle written and phone correspondence regarding contracts, analyze existing contracts for unmet needs, create offers and draft decision recommendations