Versicherungskaufmann/-frau
Core
Leading the policy service setup within sales, providing telephone-based customer consultation and sales, reviewing existing customer contracts, and creating comparisons and offer calculations.
Role type
Senior insurance sales and service lead
Builds
Policy service infrastructure and sales operations for insurance customers
Domain
Insurance / Financial Services
Required skills
Leadership, telephone sales, contract review, offer calculation, MS Office, CCA9 knowledge
Preferred skills
Broker examination, academic insurance clerk examination, rhetorical skills, initiative, creativity, resilience
Technologies
MS Office, CCA9
Responsibilities
Overseeing the setup of the policy service, conducting telephone consultations and sales, reviewing existing customer contracts, creating comparisons and offer calculations, performing general administrative tasks
Seniority
Senior, hands-on IC