CareerPlan

Kundenberater (m/w/d) im Vertrieb einer Versicherungsagentur - als Büroleitung

Friedrichshafen, BADEN_WUERTTEMBERGFull-time2025-02-04 → 2026-11-11
Hybrid

Core

Lead a private and small business insurance office as a customer advisor, creating individual insurance solutions and building trust with clients.

Role type

Office Manager / Senior Customer Advisor

Builds

Individual insurance product solutions and offers for private and small business clients

Domain

Insurance / Financial Services

Deliverable

client delivery

Required skills

Insurance sales, customer relationship management, solution design, modern sales approaches, initiative, responsibility

Preferred skills

Experience in insurance brokerage or agency, commercial training background

Technologies

Modern advisory tools

Responsibilities

Lead the insurance office, advise clients personally or digitally, identify client needs and goals, develop individual solution proposals and offers

Seniority

Mid-level, hands-on IC