Versicherungsspezialist (m/w/d) Firmenkunden
Core
Provide holistic insurance consulting for corporate, business, and commercial clients, covering both private and occupational spheres, including pension planning.
Role type
Corporate insurance specialist (IC)
Builds
Tailored insurance solutions and pension plans for business clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance consulting, pension planning, client acquisition, training coordination, sales, service orientation
Preferred skills
Experience in conducting training and coaching
Technologies
Digital and stationary consulting platforms
Responsibilities
Analyze individual customer needs and develop customized insurance solutions, coordinate and lead training and coaching sessions, accompany employees in client consulting on insurance topics, intensify existing customer relationships and acquire new clients, implement successful consulting management in collaboration with primary customer advisors