Vertriebsinnendienst (m/w/d) im Versicherungsbereich
Core
Administrative and operational support for sales activities in the insurance sector, handling customer inquiries, document management, and coordination.
Role type
Sales Operations Specialist (Insurance)
Builds
Customer service workflows, insurance proposals, and contract documentation
Domain
Insurance / Financial Services
Deliverable
dashboards & analysis
Required skills
Customer service, document management, appointment coordination, data entry, MS Office, communication
Preferred skills
Insurance industry experience, financial background
Responsibilities
Handling customer inquiries via phone, email, and written communication, preparing and following up on customer meetings, creating and maintaining proposals and contracts, managing policy records and data, coordinating appointments and follow-ups, processing insurance applications, communicating with insurance partners
Seniority
Entry-level to Mid-level, individual contributor