Vorsorge- & Versicherungsspezialist Bestand (w/m/d)
On-site
Core
Managing and optimizing the insurance portfolio of existing customers through systematic analysis, proactive outreach, and professional consultation to enhance coverage and retention.
Role type
Senior sales specialist (insurance portfolio management)
Builds
Optimized insurance coverage for existing bank customers
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Portfolio analysis, proactive customer outreach, sales consultation, campaign execution, damage claim follow-up, relationship management
Preferred skills
Training in banking/finance/insurance sales, experience in customer-facing sales, digital communication skills, resilience, service standard development