Kundenbetreuer / Sachbearbeiter / Vertriebsassistenz (m/w/d)
Hybrid
Core
Customer service and sales support for an insurance and financial brokerage firm, handling client portfolios, applications, and contract changes.
Role type
Customer service and sales support specialist
Builds
Client relationships and insurance/financial products
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Insurance and financial product knowledge, MS Office proficiency, independent work, structured approach
Preferred skills
Experience with customer management software
Responsibilities
Telephone, written, and in-person customer care; processing applications, contract changes, and claims; maintaining and developing client relationships; collaborating with network partners