Kundenberater (all genders) – Finanzen & Versicherung
Core
First point of contact for employees of clients on topics like financial wellbeing, insurance, provision, and financial planning.
Role type
Customer advisor (finance & insurance)
Builds
Customer support and advisory services for employee financial wellbeing
Domain
Finance & Insurance (via careerplan.io/jobs/2824952-kundenberater-all-genders-finanzen-versicherung-at-valuenet-hr-it-s-slcom)
Deliverable
client delivery
Required skills
Financial advisory, customer service, complex topic explanation, digital tools, CRM systems
Preferred skills
Insurance background, banking/financial services experience
Responsibilities
Advise employees on financial wellbeing, insurance, and provision; handle customer inquiries across phone, email, and digital channels; independently process requests from consultation to implementation; explain complex topics clearly; contribute to service and process development