Versicherungsberater (m/w/d)
Core
Advise and support private customers on comprehensive analysis, planning, and optimization of their individual insurance protection.
Role type
Insurance consultant (private clients)
Builds
Tailored insurance solutions (provision, security, property, and personal insurance)
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, risk analysis, contract management, customer relationship management, regulatory compliance
Preferred skills
Commercial training in insurance or finance, prior experience in insurance sales
Responsibilities
Analyze individual life and risk situations of customers, develop customized insurance concepts, support customers with contract signing and adjustments, maintain long-term customer relationships, expand customer base, document consultation sessions, assist in claims and performance cases, monitor market and product developments
Seniority
Individual Contributor, entry to mid-level