Kaufmann für Versicherungen und Finanzanlagen im Innendienst (m/w/d)
Core
Personal and telephone advisory for private customers in the private motor vehicle and property insurance business.
Role type
Insurance broker (private client focus)
Builds
Insurance policies and coverage for private individuals
Domain
Insurance (private motor vehicle and property)
Deliverable
client delivery
Required skills
Private client advisory, motor vehicle insurance, property insurance, contract processing, claims handling, customer relationship management, digital tools proficiency
Preferred skills
Commercial client knowledge, BiPRO interface knowledge, NAFI, aB-Agenta
Responsibilities
Personal and telephone customer advisory, needs analysis and offer creation, contract and portfolio management, claims processing support, customer and contract data documentation, correspondence with customers and insurance companies, sales support for existing customers
Seniority
Entry to Mid-level, experienced preferred