Bestandsberater (m/w/d) für Firmen- und Privatkunden Frankfurt am Main, Hoesch & Partner GmbH
Hybrid
Core
Retain and develop existing corporate and private client relationships by analyzing insurance portfolios and providing tailored advice.
Role type
Senior insurance portfolio advisor (corporate & private)
Builds
Insurance policies and adjusted mandates for existing clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Insurance portfolio analysis, contract adjustment, claims processing, digital process adoption
Preferred skills
Proactive work style, flexibility, service orientation
Technologies
Digital insurance processes
Responsibilities
Manage and develop existing client relationships, analyze and evaluate insurance portfolios, handle contract adjustments and mandate updates, support claims processing