Versicherungskauffrau / mann (m/w/d) Lebensversicherung / betriebliche Altersvorsorge
Core
Analyze customer needs, process insurance applications and policies, and manage customer relationships for life insurance and corporate pension products.
Role type
Insurance sales and service specialist (life insurance/corporate pension)
Builds
Life insurance policies and corporate pension plans for individual customers and employers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, application processing, product analysis, database management, telephone communication, Office365 (Outlook, Word, Excel, Teams)
Preferred skills
Experience in life insurance, experience in corporate pension (betriebliche Altersvorsorge), cross-industry background
Responsibilities
Analyze customer needs and create offers, answer customer inquiries, process and review applications and policies, maintain and expand customer relationships via phone/email/post, manage existing portfolios, maintain databases and analyze products, handle claims, support employers' online portals for pension administration, provide telephone advice during employer changes