Kundenberater (m/w/d) Versicherung Bankenvertrieb
Core
Customer advisor for insurance products within the banking sales division, assisting clients with contract management, insurance coverage, and subsidy applications.
Role type
Customer advisor (insurance sales)
Builds
Insurance coverage solutions and administrative support for bank clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance knowledge, contract management, subsidy application processing, client communication
Responsibilities
Maintain client contract overview, provide matching insurance protection, apply for state subsidies, manage existing customers and leads