Privatkundenberater (m/w/d)
Core
Private customer advisor for pension and risk insurance products, managing the full customer lifecycle from offer creation to claims processing.
Role type
Private customer insurance advisor
Builds
Insurance policies and risk protection solutions for private clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Sales, customer service, relationship management, campaign execution, cross-functional collaboration
Preferred skills
Digital sales affinity, willingness to obtain insurance specialist certification
Technologies
Digital sales tools
Responsibilities
Holistic advice on private pension and risk insurance, professional customer care from offer creation to claims processing, sales success responsibility for own portfolio, maintenance and expansion of customer relationships, operational implementation of campaigns, processing referrals from the bank partner