Kundenberater im Außendienst (m/w/d)
Core
Direct customer-facing insurance advisor providing personalized solutions, policy analysis, and claims support via in-person meetings or video calls.
Role type
Field insurance consultant (IC)
Builds
Tailored insurance policies and claims resolutions for individual customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, needs analysis, contract negotiation, sales acquisition, claims processing, product comparison
Preferred skills
Empathy, solution-oriented thinking, independent work, market observation
Technologies
Comparison software, calculation software, online application systems
Responsibilities
Analyze individual customer needs and develop customized insurance solutions, Identify insurance gaps and optimization potential, Create and prepare offers using comparison or company software, Acquire new customers and manage existing client portfolios, Conduct contract negotiations and finalize insurance agreements, Process claims and support customers with claims settlement, Handle contract changes, cancellations, and renewals, Monitor market trends to identify sales opportunities