Kauffrau/Kaufmann für Versicherungen und Finanzen (m/w/d)
Core
Support sales partners in migrating private SUH (property, liability, accident) portfolios to increase product sales through data analysis and process optimization.
Role type
Insurance portfolio optimization specialist (Innendienst)
Builds
Migration concepts for private SUH portfolios, data-driven sales enablement
Domain
Insurance (Sach, Haftpflicht, Unfall)
Deliverable
product features
Required skills
Data analysis, Portfolio analysis, Process optimization, Negotiation, Communication, Project management
Preferred skills
AI tool usage, Structured work style, Initiative
Technologies
AI tools, Data processing systems
Responsibilities
Data entry and quality assurance, Analyze performance and contribution levels, Develop portfolio migration concepts, Support termination and renewal processes, Negotiate with sales partners, Optimize internal processes