Kaufmann für Versicherungen und Finanzanlagen (m/w/d)
Remote
Core
First point of contact for clients, creating individual insurance offers, responding to risk inquiries, analyzing assigned mandates, supporting clients in damage cases, and reviewing/editing insurance contracts.
Role type
Insurance and financial planning specialist
Builds
Individual insurance offers and risk assessments for clients
Domain
Insurance and financial services
Required skills
Insurance business knowledge, risk analysis, contract review, client relationship building, problem-solving
Preferred skills
Empathy, authentic communication, creativity
Technologies
Microsoft Teams
Responsibilities
Create individual insurance offers, respond to risk inquiries, analyze assigned mandates, support clients in damage cases, review and edit insurance contracts
Seniority
Entry-level to Junior, trained professional