Sachbearbeiter betriebliche Altersversorgung / bAV Innendienst (m/w/d)
Core
You act as the first point of contact to professionally and appropriately advise customers on occupational pension (bAV) exclusively in an internal service setting without cold calling.
Role type
Senior IC insurance claims and contract administrator
Builds
Tailored pension offers and smooth contract lifecycle management for IT, consulting, and advisory agencies
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Occupational pension (bAV) expertise, contract lifecycle management, risk assessment, stakeholder communication, MS Office proficiency, fluent German (C2)
Preferred skills
Digital video consultation, portfolio management
Responsibilities
Analyze the insurance market and create meaningful comparisons to develop tailored offers; accompany the entire contract lifecycle from application review to policy issuance and ongoing support; independently handle performance cases and portability; carefully review and assess risks in close team collaboration; maintain continuous exchange with product providers, pension carriers, and employers.