Kundenberater/-in Versicherungen und Finanzen (m/w/d) – keine Akquise
Hybrid
Core
Customer advisor for insurance and finance products, handling inquiries, preparing quotes, and managing cases without cold calling.
Role type
Customer advisor (insurance and finance)
Builds
Insurance and financial product offerings for existing customer base
Domain
Insurance and Finance
Deliverable
client delivery
Required skills
Insurance knowledge (property, health, life), quote calculation, case management, campaign planning, independent work
Preferred skills
Master's degree in economics, willingness to pursue Master's degree
Technologies
Mailing tools, application processing systems
Responsibilities
Plan campaigns on relevant topics, handle customer inquiries and open points, calculate insurance quotes, prepare applications, learn holistic consulting concept