Kauffrau für Versicherungen und Finanzen (m/w/d)
Core
Provide insurance and financial product advice to private and business clients, analyze individual needs, and create tailored solutions.
Role type
Insurance and financial advisor
Builds
Insurance and financial product offerings
Domain
Insurance and Finance
Deliverable
client delivery
Required skills
Insurance product knowledge, Financial product knowledge, Contract creation, Claims processing, Customer data management, Sales support
Preferred skills
MS Office proficiency, Industry-specific software experience
Responsibilities
Consult and support private and business clients, Analyze individual insurance needs, Create offers and contracts, Process claims and performance cases, Maintain and manage customer data, Support sales and acquire new customers, Correspond with customers, partners, and internal departments