Mitarbeiter Büromanagement (m/w/d) – Versicherungen und Finanzberatung
Core
Handling customer inquiries, complaints, and claims; creating offers and managing contract changes/cancellations in insurance and financial advisory; supporting and preparing personal advisory sessions.
Role type
Customer service and administrative assistant in financial advisory
Builds
Insurance and financial advisory services for individual clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Commercial training in banking/insurance/financial advisory, MS Office proficiency, organizational skills, communication skills, initiative, empathy
Preferred skills
None stated
Technologies
MS Office
Responsibilities
Processing customer inquiries, complaints, and claims; Creating offers and managing contract changes/cancellations; Supporting and preparing personal advisory sessions
Seniority
Entry-level