Versicherungsspezialist:in Firmen- und Vermögenskunden (m/w/d)
Core
Independent advisory and sales specialist for corporate and wealth management clients, developing tailored insurance solutions and supporting complex claims.
Role type
Corporate insurance specialist (IC)
Builds
Corporate and wealth management insurance solutions
Domain
Banking and Insurance
Deliverable
product features
Required skills
Corporate insurance expertise, Wealth management insurance, Claims handling, Sales and advisory, Customer needs analysis, Team collaboration
Preferred skills
Business pension planning, Commercial property insurance, TVöD collective agreement knowledge
Technologies
Insurance software, CRM tools
Responsibilities
Advise corporate and wealth clients on private and commercial insurance, Analyze individual needs and develop insurance solutions, Support customer managers in complex consultations, Participate in sales planning and implementation, Assist colleagues in applying insurance knowledge, Handle claims and performance cases
Seniority
Mid-level, hands-on IC