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
Corporate insurance specialist (sales & advisory)
Builds
Tailored insurance solutions and optimization of existing coverage for corporate and wealth clients
Domain
Banking / Insurance
Deliverable
product features
Required skills
Corporate insurance expertise, wealth management insurance, commercial property insurance, pension planning, client advisory, sales, needs analysis, solution development
Preferred skills
Team collaboration, structured work, result orientation
Technologies
None stated
Responsibilities
Advise corporate and wealth clients on private and commercial insurance, analyze individual needs and develop tailored solutions, support customer managers in complex consultations, participate in sales planning and implementation, train colleagues on insurance knowledge, handle claims and performance cases including coordination with partners