Kundenberater (m/w/d) Versicherung
On-site
Core
Digital insurance consultant providing tailored coverage solutions and portfolio management for new and existing clients.
Role type
Senior IC insurance consultant (digital sales)
Builds
Insurance policies and risk protection strategies
Domain
Insurance / Financial Services
Required skills
Insurance licensing (§ 34d GewO), contract analysis, needs assessment, CRM management, digital communication
Preferred skills
Digital consultation tools, cross-selling strategies, portfolio management
Technologies
CRM systems, digital consultation platforms
Responsibilities
Conduct digital client consultations, analyze existing contracts for coverage gaps, prepare client meetings with data, manage client portfolios for cross-selling opportunities