Kaufleute für Versicherungen und Finanzen oder vergleichbar (m/w/d)
Core
Handling insurance administrative tasks, customer inquiries, and end-to-end advice for private customers in property, liability, accident, and motor segments.
Role type
Insurance sales and operations specialist
Builds
Insurance policies and sales campaigns for private clients
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Insurance market knowledge, MS Office proficiency, administrative software experience (AMS, Keasy), customer communication, independent work, reliability
Preferred skills
Completed commercial training (e.g., Insurance Clerk), experience in brokerage organization
Technologies
MS Office, AMS, Keasy
Responsibilities
Process initial customer inquiries, provide end-to-end advice on property/liability/accident/motor insurance, create insurance comparisons, execute sales campaigns
Seniority
Mid-level, experienced