Kauffrau/Kaufmann für Versicherungen und Finanzanlagen - Innendienst / Bestandskunden / Teilzeit (m/
Core
Independent insurance broker advising private and commercial clients on insurance, real estate financing, private loans, and savings solutions.
Role type
Insurance broker (in-house, existing clients)
Builds
Insurance policies, loan products, and savings solutions for private and commercial clients
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Insurance contract management, claims processing, tariff comparison, customer communication, data management in broker software, MS Office
Preferred skills
Prior experience in an insurance brokerage office, familiarity with broker management software or comparison tools
Technologies
VEMA (broker management software), MS Office (Outlook, Word, Excel)
Responsibilities
Manage and optimize insurance contracts for private and commercial clients, assist clients in claims processing from intake to settlement, compare tariffs from different insurance companies and create tailored offers, handle correspondence with clients and insurance companies, maintain and update customer data in the broker management system
Seniority
Entry-level to Mid-level, individual contributor