Versicherungskaufmann / Kundenbetreuer Personenversicherung (m/w/d)
Core
Personal insurance advisor providing structured, direct client support for life, pension, private health, and occupational pension insurance products.
Role type
Insurance agent (personnel insurance)
Builds
Insurance policies and coverage plans for individual clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, insurance product knowledge, needs analysis, policy comparison, contract administration, communication skills
Preferred skills
Occupational pension planning expertise, prior experience in life or health insurance
Technologies
Insurance policy management systems, comparison tools
Responsibilities
Direct client consultation and needs assessment, creating and comparing insurance proposals, managing existing and new contracts, coordinating with multiple insurers, supporting clients during claims, handling daily administrative tasks
Seniority
Entry to Mid-level, individual contributor