Kaufmann/-frau für Versicherungen und Finanzen/Account Manager (m/w/d) Privatkundenbetreuung
Core
Account Manager responsible for full customer and contract care for a diverse portfolio of private clients (doctors, lawyers, entrepreneurs) without sales targets.
Role type
Account Manager (Private Customer Care)
Builds
Insurance policies and risk assessments for private clients
Domain
Insurance (Private Customers)
Deliverable
client delivery
Required skills
contract management, risk assessment, negotiation with insurers, claims handling, policy administration, digital tools usage, MS Office
Preferred skills
composite insurance knowledge, team player mentality, proactive approach, customer orientation, training support
Technologies
MS Office, company-specific AI tools, digital media
Responsibilities
conduct risk assessments, negotiate premiums and coverage with insurers, support customers in claims settlement, finalize customer orders with insurers, manage policy renewals and endorsements, support apprentice training
Seniority
Mid-level, hands-on IC