Kundenbetreuer im Innendienst (m/w/d) Fachbereich Vorsorge
Core
Customer service specialist handling inquiries, risk analysis, and quote preparation for life and disability insurance products.
Role type
Customer service representative (insurance)
Builds
Insurance quotes, risk assessments, and pension calculations for existing customers.
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Customer communication, risk assessment, insurance product knowledge, quote preparation, process optimization
Preferred skills
Independent work, problem-solving
Technologies
Comparison software (Morgen&Morgen), calculation software
Responsibilities
Handling customer inquiries via phone and email, determining insurance needs, assessing health and financial risks, preparing anonymous risk pre-inquiries, creating and comparing insurance offers, calculating pension estimates, supporting sales projects, optimizing processes.