Agenturassistent/in (m/w/d) Versicherungen und Finanzen
Core
Administrative and claims support for a private and corporate insurance agency, ensuring office structure, data management, and customer guidance through damage cases.
Role type
Administrative assistant (insurance)
Builds
Office operations and customer service workflows for a general insurance agency
Domain
Insurance and Finance
Deliverable
dashboards & analysis
Required skills
Data management, Office administration, Claims processing, Appointment scheduling, Multitasking, MS Office (Excel, Word, Outlook)
Preferred skills
Customer service orientation, Self-management, Communication skills
Responsibilities
Maintain office structure and data integrity, Guide customers through damage claims, Manage appointments for sales staff, Coordinate consultation schedules, Ensure operational efficiency