Ausbildung zum/r Kaufmann/-frau für Versicherungen & Finanzanlagen (m/w/d) – Start 2027
Core
Trainee role in customer service for insurance and financial products, handling customer inquiries and developing tailored solutions. (via careerplan.io/jobs/1257379-ausbildung-zumr-kaufmann-frau-fur-versicherungen-finanzanlagen-mwd-start-2027-at-policen-d)
Role type
Vocational trainee (Ausbildung) in insurance and financial services
Builds
Customer service solutions and insurance product recommendations
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer interaction, needs analysis, process verification, independent work, structured organization
Preferred skills
Microsoft Office proficiency, teamwork, proactive idea generation
Responsibilities
Handle customer inquiries via phone and online, conduct needs analysis, compare insurance products, develop customer solutions, verify processes
Seniority
Entry-level trainee