Vertriebsassistent:in im Innendienst | Region Metzingen (m/w/d)
Core
Administrative and operational support for an insurance agency, managing claims, scheduling, and sales leads.
Role type
Sales Assistant (In-house)
Builds
Insurance agency operations and customer service processes
Domain
Insurance / Financial Services
Required skills
Data management, Claims processing, Appointment scheduling, Lead tracking, Office software proficiency (Excel, Word, Outlook), Customer service
Preferred skills
Communication, Teamwork, Planning
Responsibilities
Maintain office structure and data integrity, Process insurance claims and assist customers, Manage appointments for private and corporate clients, Track sales leads and assign meetings, Coordinate consultation schedules for sales staff