Kundenbetreuer Privatkunden (w/m/d) mit Perspektive Gruppenleitung Privat
Core
Private customer service and sales support for an insurance brokerage firm, including appointment management and contract administration.
Role type
Private customer service representative with leadership track
Builds
Insurance brokerage services for private clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance and finance qualification, private customer service experience, MS Office proficiency, structured work approach
Preferred skills
Leadership experience, additional certifications
Responsibilities
Conduct customer appointments, prepare and follow up on meetings, create offer and contract overviews, manage digital workflows and data entry in the brokerage management system