Versicherungsspezialist:in Firmen- und Vermögenskunden (m/w/d)
Core
Independent advisory and sales specialist for corporate, wealth, and construction financing clients on private and commercial insurance topics.
Role type
Senior insurance specialist (corporate/wealth)
Builds
Tailored insurance solutions and optimization of existing coverage for business and high-net-worth clients
Domain
Banking and Insurance
Required skills
Insurance product knowledge, corporate client advisory, sales, needs analysis, solution design, claims handling coordination
Preferred skills
Specialist training in occupational pension or commercial property insurance, experience with complex corporate insurance portfolios
Technologies
Insurance management systems, CRM tools
Responsibilities
Analyze individual client needs and develop suitable insurance solutions, provide expert and sales support to account managers, participate in planning and implementation of sales measures, support colleagues in applying insurance knowledge, accompany claims and benefit cases including coordination with partner companies
Seniority
Senior, hands-on IC