Kundenbetreuer im Innendienst (m/w/d) Fachbereich Vorsorge
Core
Customer service specialist handling inquiries, risk analysis, and quote preparation for existing clients regarding life and disability insurance.
Role type
Customer service representative (insurance)
Builds
Insurance quotes, risk assessments, and pension calculations for clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Communication, risk assessment, data analysis, software proficiency, project support
Preferred skills
Process optimization, independent work
Technologies
Comparison software (Morgen&Morgen), calculation software
Responsibilities
Handle customer inquiries via phone and email, determine insurance needs using calculation software, assess health and financial risks, prepare anonymous risk pre-inquiries, create and compare insurance offers, generate pension calculations, support sales team projects, contribute to process optimization.