Kaufmann für Versicherungen und Finanzen m/w/d bei einem Versicherungsmakler
Core
Providing holistic insurance and financial asset advice to existing clients, managing contracts, and handling claims.
Role type
Insurance and financial advisor
Builds
Insurance policies and financial investment solutions
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, contract management, claims processing, customer relationship management, MS Office proficiency
Responsibilities
Advise existing clients on insurance and financial assets, review and optimize offers and contracts, handle customer claims and claims settlement, optimize internal processes and customer service