Bestandsentwickler (m/w/d) Versicherungsmakler-Gruppe
Core
Analyze and strategically develop the customer portfolio of ATTIKON brokers to identify upselling potential and create marketing campaigns.
Role type
Senior Account Portfolio Development Specialist
Builds
Marketing campaigns and product recommendations for broker clusters
Domain
Insurance brokerage / Financial services
Deliverable
product features
Required skills
Insurance brokerage sales experience, marketing strategy, broker management systems, trend analysis, event organization, reporting, stakeholder communication
Preferred skills
Cluster-based product recommendation development
Responsibilities
Analyze broker portfolios to identify upselling opportunities, Develop marketing campaigns for brokers, Monitor industry trends and organize events, Prepare product recommendations and conversation templates per cluster, Report on campaign results, Exchange regularly with sales managers on measure effectiveness