Versicherungsspezialist:in Firmen- und Vermögenskunden (m/w/d)
Core
Independent advisory and sales role for corporate and wealth management clients on private and commercial insurance topics.
Role type
Corporate insurance specialist (sales & advisory)
Builds
Tailored insurance solutions for corporate and wealth clients
Domain
Banking & Insurance
Deliverable
product features
Required skills
Corporate insurance expertise, wealth management insurance knowledge, commercial property insurance knowledge, retirement planning (betriebliche Altersversorgung), needs analysis, solution development, sales orientation, client advisory, team collaboration
Preferred skills
Certified specialist in insurance and finance (Fachwirt:in), prior corporate client focus, commercial general insurance experience
Technologies
Insurance product platforms, CRM tools for client management
Responsibilities
Advise corporate and wealth clients on private and commercial insurance, analyze individual needs and develop tailored solutions, support customer managers with complex cases, participate in sales planning, train colleagues on insurance knowledge, handle claims and performance cases with partners