Versicherungsreferent (m/w/d) für das Privatkundengeschäft in Schierling
Core
Insurance specialist supporting private banking customers in the Schierling region to secure and expand the bank's insurance market position.
Role type
Insurance specialist (internal service provider)
Builds
Insurance protection solutions for private banking clients
Domain
Banking / Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, customer advisory, sales planning, competitor analysis, complaint handling, market research, internal collaboration
Preferred skills
Additional qualification (Bankfachwirt/Bankbetriebswirt/Versicherungsfachwirt), prior experience in insurance
Technologies
N/A
Responsibilities
Advise customers on comprehensive insurance protection, collaborate with customer advisors, analyze customer connections for cost-benefit and potential, handle customer complaints, monitor markets and competitors, participate in market expansion planning, initiate information events for staff and customers
Seniority
Mid-level specialist