Vertriebsmanager im Bereich Versicherung- und Finanzen m/w/d
Core
Provide comprehensive insurance and financial consulting for exclusive private and business customers, handling claims and maintaining client relationships.
Role type
Insurance and financial sales agent (IC)
Builds
Insurance policies and financial optimization solutions for private and business clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance and financial consulting, claims processing, client relationship management, CRM system usage, offer creation and follow-up, business partner communication, administrative organization
Preferred skills
Business driver's license (Class B), experience in insurance sector, MS Office proficiency, digital tool adaptability
Responsibilities
Consult and support exclusive private and business customers on all insurance matters, process claims and support customers during performance cases, maintain and expand the existing client base, prepare and conduct customer appointments, create financial and insurance analyses, update customer data in CRM, communicate with business partners, banks, and insurers, create and track offers, organize administrative workflows
Seniority
Entry-level to Mid-level, hands-on IC