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 optimizing existing coverage.
Role type
Corporate insurance specialist (sales & advisory)
Builds
Insurance products and coverage strategies for corporate and wealth clients
Domain
Banking & Insurance
Deliverable
product features
Required skills
Corporate insurance expertise, wealth management knowledge, sales and advisory skills, needs analysis, solution development, stakeholder support
Preferred skills
Business pension planning, commercial property insurance, team collaboration
Technologies
Insurance software platforms, CRM tools
Responsibilities
Advise corporate and wealth clients on private and commercial insurance, analyze individual needs and develop solutions, support customer managers with complex cases, participate in sales planning, train colleagues on insurance knowledge, handle claims and performance cases
Seniority
Mid-level, hands-on IC