Versicherungskaufmann/-frau (m/w/d) – Schwerpunkt: Privatkunden/kl. Firmenkunden
Core
Personal and competent care and advice for a fixed portfolio of private and small business customers, including offer creation, tendering, and contract management.
Role type
Insurance broker (private/small business focus)
Builds
Insurance policies and risk coverage for private and small business clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance domain knowledge, offer creation and tendering, analysis and comparison of insurance concepts, customer communication, contract management
Preferred skills
Practical experience in composite insurance segments (property, liability, auto), independent and structured working style, MS Office proficiency
Responsibilities
Managing a fixed customer portfolio, creating and processing offers, conducting tenders, analyzing and comparing insurance concepts, communicating with customers and insurers, preparing annual reviews
Seniority
Entry-level to Mid-level, hands-on IC