Kundenberater/in Versicherung
Core
Provide insurance and pension advice to private and business customers, analyze needs, and develop tailored solutions.
Role type
Field sales insurance consultant
Builds
Insurance policies and pension plans for individuals and businesses
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Customer acquisition, relationship management, needs analysis, solution design, contract negotiation, claims support, market monitoring
Responsibilities
Consult and support private and business customers on insurance and pension matters, analyze individual insurance needs and develop suitable solutions, acquire new customers and expand existing relationships, create and explain insurance offers, conduct consultations in person, by phone, and digitally, accompany customers with contract changes and claims, collaborate with internal departments and insurance companies, monitor market and product developments