Versicherungskaufmann (m/w/d) Kundenberatung, Sachversicherung
Core
Customer advisor for property insurance products, providing holistic consultation on home, vehicle, liability, and pet insurance via phone and written channels.
Role type
Senior IC customer advisor (property insurance)
Builds
Digital insurance products and customer service workflows for CHECK24
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Property insurance expertise, digital customer communication, CRM systems, Microsoft 365, contract negotiation, process improvement
Preferred skills
AI tool usage (ChatGPT, Claude, Cursor), proactive customer outreach
Technologies
CRM systems, Microsoft 365, ChatGPT Enterprise, Claude Code, Cursor.ai
Responsibilities
Consult customers on property insurance coverage (home, vehicle, liability, pet), identify individual insurance needs, follow up on open cases, proactively contact customers for new policies, coordinate with insurance partners, document consultations and update customer data, contribute to digital process improvements
Seniority
Entry to Experienced