Bürokraft für CRM-Pflege & interne Prozesse (520-Euro-Basis)
Core
Administrative support role managing CRM systems and customer portfolios for independent insurance brokers.
Role type
Administrative Assistant (CRM & Process) (via careerplan.io/jobs/10001-1003699186-S-burokraft-fur-crm-pflege-interne-prozesse-520-euro-basis-at-ra-maklerverbund-gmbh)
Builds
Customer portfolio management, internal IT process optimization
Domain
Insurance / Real Estate Brokerage
Deliverable
dashboards & analysis
Required skills
CRM system proficiency, MS Office (Outlook, Word, Excel), process optimization
Preferred skills
Insurance domain knowledge, openness to new systems
Responsibilities
Maintain and care for customer portfolios in CRM systems, independently accompany and optimize internal IT processes, handle routine daily tasks, make telephone contact with insurance brokers