Sachbearbeiter Versicherungen / Vertriebsinnendienst (m/w/d)
Core
Administrative processing and sales support for insurance, financing, investments, and real estate services for clients.
Role type
Insurance claims and administrative operations specialist
Builds
Insurance policies, financing agreements, and investment contracts for clients
Domain
Insurance and financial services
Required skills
Insurance application processing, risk assessment, client communication, contract management, document preparation, follow-up tracking, phone support, office reception
Preferred skills
Experience in banking or insurance, structured work style, digital tools proficiency, initiative, teamwork
Technologies
Digital applications, office software
Responsibilities
Prepare client appointments and compile required documents, process insurance applications and track submissions, communicate with insurance companies, handle risk inquiries, manage open cases and follow-ups, assist with contract changes and claims, provide phone customer service, greet clients in person