Vertriebsassistenz / Büroassistenz (m/w/d) Finanzmakler
Core
Supporting a top-equipped financial broker by handling general customer inquiries, scheduling appointments, creating offers, processing ongoing cases, and managing claims.
Role type
Sales/Business Support Assistant
Builds
Customer service, offers, claims processing, event organization
Domain
Financial services / Private client business
Deliverable
client delivery
Required skills
Customer communication, appointment scheduling, offer creation, claims processing, event planning
Responsibilities
Handling customer inquiries, scheduling client meetings, creating offers, processing claims, organizing meetings and events