Teamassistenz Innendienst (m/w/d)
Core
Administrative and organizational support for customer advisors in an insurance brokerage setting, ensuring smooth customer service processes.
Role type
Administrative Assistant (Insurance Brokerage)
Builds
Administrative support for customer service and sales processes
Domain
Insurance Brokerage
Required skills
Administrative task management, CRM data management, Document creation and maintenance, Calendar and meeting coordination, Invoice processing, Microsoft Office proficiency
Preferred skills
Experience in insurance brokerage, Experience in assistant roles
Technologies
Microsoft Office, CRM systems
Responsibilities
Support customer advisors with administrative and organizational tasks, Process various customer service and sales support procedures, Assist in creating and processing offers and tenders, Create and maintain spreadsheets, directories, and presentations, Coordinate and organize appointments, Maintain and update customer and contract data in the CRM system, Process and book invoices
Seniority
Entry-level to Mid-level