Vertriebsassistenz in der Gewerbeversicherung (m/w/d)
Core
Sales assistant supporting brokers in commercial insurance and corporate pension planning, managing customer service and sales processes.
Role type
Sales support specialist (insurance)
Builds
Commercial insurance policies and corporate pension plans for SMEs
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Customer service, sales support, CRM management, policy administration, contract processing, market analysis, office software
Preferred skills
Commercial property insurance experience, broker firm experience, claims handling, corporate pension knowledge
Technologies
CRM systems, Office software
Responsibilities
Schedule management for brokers, phone-based customer support, assist in sales actions and annual reviews, identify customer needs, prepare quotes and customer meetings, create market comparisons, process applications and forward to insurers, control policies and contracts, communicate with insurers and partners, organize policy transfers, accompany claims cases, maintain CRM and admin systems, implement customer satisfaction measures, contribute to service process development