Versicherungskauffrau / mann (m/w/d) – Kundenberatung und Bestandsbetreuung in Kiel
Core
Independent advisory and portfolio management for an existing customer base, analyzing insurance situations and developing individual coverage concepts.
Role type
Insurance sales and portfolio management specialist
Builds
Tailored insurance offers and coverage optimization strategies for private clients
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Insurance industry training or equivalent commercial qualification, customer relationship management, gap analysis, contract negotiation, Office software proficiency (Outlook, Word, Excel, Teams)
Preferred skills
Prior experience in the insurance industry, analytical thinking, attention to detail
Responsibilities
Conducting annual reviews and regular portfolio analyses, identifying coverage gaps and proposing optimization options, creating customized offers and guiding clients to contract conclusion, supporting clients with contract changes and claims, collaborating with insurers to implement optimal solutions, maintaining and documenting customer data