Kaufmann/-frau für Versicherungen im Innendienst (w/m/d)
Core
Support the outside sales team and serve members/interested parties through phone and personal consultation, processing applications, and managing sales correspondence.
Role type
Insurance and financial planning clerk (inside sales support)
Builds
Insurance and building savings products for members
Domain
Insurance and building savings
Deliverable
client delivery
Required skills
customer orientation, communication skills, concentration, flexibility, teamwork
Responsibilities
Phone and personal consultation of members and interested parties, consulting assigned outside sales staff on insurance and building savings inquiries, digital processing of applications and sales correspondence, assisting with portfolio retention and expansion, creating analyses of production results