Kundenberater (m/w/d) Versicherung Bankenvertrieb
Core
Customer advisor for insurance and banking sales, helping clients manage contracts, obtain insurance coverage, and apply for state subsidies.
Role type
Customer advisor (insurance/banking sales)
Builds
Insurance coverage and contract management for bank clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance qualification, customer communication, contract management, subsidy application processing
Responsibilities
Maintain client contract overview, provide matching insurance protection, process state subsidy applications, manage existing customers and leads