Versicherungskaufmann - Kundenberatung / Vertragsmanagement / Risikobewertung (m/w/d)
Core
You advise clients on corporate pension plans (bAV), analyze the insurance market, create tailored offers, and manage the entire contract lifecycle from application to ongoing support.
Role type
Insurance broker specialist (corporate pension & contract management)
Builds
Tailored corporate pension and insurance solutions for IT, consulting, and advisory agencies
Domain
Insurance / Corporate Pension Planning (bAV)
Deliverable
client delivery
Required skills
Corporate pension planning (bAV), contract lifecycle management, risk assessment, market analysis, MS Office, German (C2)
Preferred skills
Digital video consultation, customer-oriented communication
Responsibilities
Advise clients on corporate pension plans (bAV), analyze the insurance market and create tailored offers, manage the entire contract lifecycle, assess risks for fair contract foundations