Versicherungsspezialist:in Firmen- und Vermögenskunden (m/w/d)
Core
Provide independent insurance consulting and sales support for corporate and wealth management clients, analyzing needs and developing tailored insurance solutions.
Role type
Corporate insurance specialist (sales & consulting)
Builds
Insurance products and coverage solutions for corporate and wealth clients
Domain
Banking and Insurance
Deliverable
product features
Required skills
Corporate insurance expertise, wealth management insurance knowledge, sales and consulting, needs analysis, solution development, claims handling coordination
Preferred skills
Business pension planning (betriebliche Altersversorgung), commercial property insurance, team collaboration
Technologies
Insurance software, CRM tools
Responsibilities
Consult corporate and wealth clients on private and commercial insurance, analyze individual needs and develop solutions, support customer managers in complex conversations, participate in sales planning, train colleagues on insurance knowledge, handle claims and performance cases
Seniority
Mid-level, experienced IC