Vertriebsassistenz Versicherung (m/w/d)
Core
Support the sales team by handling customer inquiries, processing contracts and claims, and managing administrative tasks without direct sales pressure.
Role type
Insurance sales support specialist (in-house)
Builds
Insurance contracts, claims documentation, and administrative support for the advisory team
Domain
Insurance / Financial Services
Required skills
Insurance contract management, claims processing, customer inquiry handling, data management, document creation, meeting coordination
Preferred skills
Process improvement, initiative, reliability
Technologies
None stated
Responsibilities
Answer and process customer inquiries, create and update insurance contracts, process claims and coordinate with experts, maintain customer and contract data, create insurance documents, prepare offers for the advisory team, schedule and follow up on customer meetings, handle administrative sales tasks, adhere to and improve existing processes