Vertriebsassistent:in im Innendienst / Serviceberater:in | Region Bad Soden-Salmünster (m/w/d)
Core
Administrative and customer service support for an independent insurance agency, managing claims, appointments, and sales leads.
Role type
Sales Assistant / Service Advisor (Insurance)
Builds
Insurance agency operations and customer service processes
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Data management, Claims processing, Appointment scheduling, Lead tracking, Multitasking, MS Office (Excel, Word, Outlook)
Preferred skills
Customer service orientation, Self-management, Openness to communication
Responsibilities
Maintain office structure and data integrity, Process insurance claims and assist customers, Manage appointments for private and corporate clients, Track sales leads and schedule consultations, Coordinate schedules for sales team members, Ensure operational efficiency and customer satisfaction