Kundenberater (all genders) – Fokus Versicherungsberatung auf den kanarischen Inseln
Hybrid
Core
First point of contact for employees of clients regarding financial security, well-being, and insurance, specifically property insurance.
Role type
Customer advisor (insurance focus)
Builds
Insurance and financial well-being services for client employees
Domain
Insurance / Financial services
Deliverable
client delivery
Required skills
Property insurance expertise, B2C customer advisory, CRM tools proficiency, independent work, structured approach
Preferred skills
Financial planning knowledge, service orientation
Responsibilities
Advise clients individually on financial well-being and insurance, handle customer inquiries via phone/writing/virtual channels, process service requests from consultation to implementation, explain complex insurance topics clearly, contribute to service process development