Kaufmann für Versicherungen und Finanzanlagen oder Quereinsteiger im Änderungsantrag/Bestandszuwachs
Core
Process contract modification applications, advise customers on tariff changes, and perform insurance-medical risk assessments for private health insurance.
Role type
Insurance claims and contract modification specialist
Builds
Individual insurance offers and contract adjustments for private health insurance clients
Domain
Insurance / Health Insurance
Deliverable
client delivery
Required skills
Insurance-medical risk assessment, contract modification processing, tariff analysis, regulatory compliance, customer advisory
Preferred skills
Experience with medical findings, handling complex cases
Technologies
None stated
Responsibilities
Process contract change applications, advise customers on tariff changes, create individual offers, perform insurance-medical risk assessments, check risk surcharges and exclusions, verify notification obligations for health status updates