Vertriebsassistent Privatkunden Versicherungen Bankenvertrieb (m/w/d)
Hybrid
Core
First point of contact for customer inquiries, creating individual offers, processing claims, and coordinating appointments for the sales team.
Role type
Private customer sales assistant (insurance/banking)
Builds
Insurance products for private customers via partner banks
Domain
Financial services / Insurance
Deliverable
product features
Required skills
Customer orientation, empathy, organizational talent, MS Office proficiency, digital affinity
Responsibilities
Handling customer inquiries, creating individual offers, processing claims, coordinating sales team appointments, supporting partner banks in insurance sales, maintaining customer relationships, using digital advisory tools for customer acquisition