Privatkundenberater Versicherung (m/w/d)
Core
Provide individual, solution-oriented insurance advice to private and small business customers across composite lines, excluding pension planning and acquisition.
Role type
Private customer insurance advisor (broker)
Builds
Tailored insurance coverage solutions for private and small business clients
Domain
Insurance (Private & Small Business)
Required skills
Insurance product knowledge (composite lines), needs analysis, proposal creation, claims coordination, CRM management
Preferred skills
Experience in insurance back-office, small business customer service
Technologies
CRM systems
Responsibilities
Analyze individual insurance needs and develop coverage solutions, Create and process quotes and conduct market tenders, Support customers in claims and coordinate with insurers, Maintain and document customer and contract data in CRM, Support preparation and follow-up of annual reviews