CareerPlan

Bestandsentwickler (m/w/d) Versicherungsmakler-Gruppe

Düsseldorf - Attikon Finanz AGRemoteFull-time2026-10-06 → 2026-11-12
Hybrid

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