Firmenkundenbetreuer (m/w/d) Versicherungsmakler
Core
Account management and development of assigned corporate client portfolio, ensuring customer satisfaction and long-term retention.
Role type
Corporate insurance broker / account manager
Builds
Tailored insurance solutions for commercial and corporate clients
Domain
Insurance / Corporate Finance
Deliverable
client delivery
Required skills
Customer relationship management, risk and needs analysis, proposal creation, contract administration, cross-selling and upselling, deadline management
Preferred skills
Proficiency in broker management software (AMS), knowledge of NAFI vehicle tool
Responsibilities
Conduct annual reviews and risk/needs analyses, prepare and review offers and contract documents, coordinate with clients and insurers, manage deadlines and open cases, maintain data and process records
Seniority
Entry-level to Mid-level, hands-on IC