Kaufmann/-frau für Versicherungen und Finanzen (m/w/d) Privatkunden
Core
Contract processing from quote to policy issuance, invoice management, and direct customer advisory for insurance policies.
Role type
Insurance operations specialist (private customers)
Builds
Insurance policies and customer service workflows
Domain
Insurance
Required skills
Contract processing, invoice creation and management, direct customer advisory, claims handling, offer creation, customer data management, MS Office proficiency, German language proficiency
Preferred skills
Teamwork, organizational talent, independent and solution-oriented work, high commitment, responsibility
Responsibilities
Process contracts from offer to policy issuance, create and manage invoices, advise policyholders directly, handle and process claims, create offers, maintain and record customer data in the database, correspond with policyholders, applicants, and insurance company contacts
Seniority
Entry-level to Mid-level