Kundenberater im Familienunternehmen (m/w/d)
Core
You advise customers on insurance, pension planning, and financing, build your own client base, and handle claims.
Role type
Customer advisor (insurance and financial services)
Builds
Insurance policies, pension plans, financing solutions
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
sales, customer relationship building, needs analysis, solution design, claims coordination, negotiation
Preferred skills
experience in financial services, IHK license
Technologies
PC, office equipment
Responsibilities
Manage a fixed client portfolio, proactively acquire new customers, analyze individual needs and develop tailored concepts, accompany customers through claims processes, collaborate with internal specialists and backoffice