Kaufmann/Kauffrau für Versicherungen und Finanzen/Account Manager Consulting (m/w/d) im Innendienst
Core
Serve as a key liaison between the insurance brokerage and clients, creating offers and managing policy documents across non-automotive, non-loan, and non-pension segments.
Role type
Account Manager / Insurance Consultant
Builds
Insurance offers, policy documents, and client partnership strategies
Domain
Insurance brokerage / Financial services
Deliverable
client delivery
Required skills
Cross-sector insurance knowledge, offer creation, policy document management, negotiation, annual review preparation, presentation creation, MS Office proficiency
Preferred skills
Additional qualification as Insurance Specialist or Business Manager, composite insurance experience, customer-oriented approach, team spirit, English language skills
Responsibilities
Create insurance offers, review and implement policy changes, negotiate with insurers, manage claims processes, prepare and conduct annual client reviews, communicate with clients, create presentations and statistics
Seniority
Mid-level, experienced professional