Versicherungsspezialist:in Firmen- und Vermögenskunden (m/w/d)
Core
Provide independent insurance consulting and sales support for corporate, wealth, and construction financing clients, analyzing needs and developing tailored solutions.
Role type
Corporate insurance specialist (sales & consulting)
Builds
Insurance solutions for corporate and wealth management clients
Domain
Banking and Insurance
Deliverable
product features
Required skills
Insurance knowledge, corporate client focus, sales orientation, needs analysis, solution development
Preferred skills
Business pension planning expertise, commercial property insurance knowledge, team collaboration
Technologies
None stated
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 specialist