Sachbearbeiter (m/w/d) der geförderten privaten Altersvorsorge
Core
Process handling for private pension and life insurance products (Riester, cancellations, provider switches, subsidy applications) and customer support.
Role type
Insurance claims and account operations specialist
Builds
Insurance policy administration and customer service workflows
Domain
German Insurance / Private Pensions
Required skills
Life insurance knowledge, Riester product expertise, customer service, written and telephone communication, process optimization
Preferred skills
Training as 'Kaufmann für Versicherungen und Finanzen', experience in customer service
Technologies
Digital mail system (Postkorb)
Responsibilities
Handle cancellations, contribution suspensions, and provider switches; Apply for subsidies; Provide customer information; Manage digital mailboxes; Optimize processes
Seniority
Entry-level to Mid-level