Kaufmann/Kauffrau für Versicherungen und Finanzen/Account Manager Consulting (m/w/d) im Innendienst
Core
Serve as a key liaison between the insurance brokerage and clients, creating offers, processing policy documents, and ensuring smooth claim management across multiple insurance lines (excluding auto, credit, and pension management).
Role type
Account Manager / Insurance Consultant
Builds
Insurance offers, policy documents, and client service solutions
Domain
Insurance brokerage and financial services
Deliverable
client delivery
Required skills
Cross-sector insurance knowledge, offer creation, document processing, claim management, client communication, presentation creation, MS Office proficiency
Preferred skills
Additional qualification as Insurance Specialist or Business Manager, experience in composite insurance, English language skills
Responsibilities
Create insurance offers, process and modify policy documents, negotiate with insurers, manage claims processes, prepare and attend annual client reviews, create presentations and statistics
Seniority
Mid-level, experienced professional