Kundenberater Lebensversicherung & Berufsunfähigkeit (gn)
Core
Advising customers on life insurance and disability insurance products, creating tailored solutions, and managing the entire consultation process.
Role type
Life insurance and disability insurance consultant
Builds
Individual insurance solutions for customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Life insurance knowledge, disability insurance knowledge, MS Office proficiency, customer communication, process improvement, independent work, reliability
Responsibilities
Consulting customers on life and disability insurance products, contacting existing and potential customers via phone and email, creating individual offers based on customer needs, processing applications and following them up to completion, answering customer questions about insurance contracts and coverage options, critically reviewing existing workflows and suggesting improvements, participating in cross-functional projects