Insurance consultant managing individual insurance needs for clients in the preparation sector at BüchnerBarella. Engaging with corporate benefit concepts and customer maintenance responsibilities.
Responsibilities
You take care of the individual insurance needs of our clients in the area of pension and retirement provision
You serve as the point of contact for topics related to occupational (company) and private retirement provision for our client base
You handle portfolio servicing for our corporate and private clients
You are responsible for the complete, as far as possible case-closing, processing of matters
You work closely with our internal service team and independently conduct annual review meetings
You advise on and present proposals for corporate benefit concepts (focus: company pension schemes – bAV, company health insurance – bKV, occupational income protection and time accounts)
You expand our network through targeted sales activities and are responsible for acquiring new clients
Requirements
Completed vocational training as an Insurance and Financial Services Clerk (Kaufmann für Versicherungen und Finanzanlagen), a relevant university degree or equivalent qualifications
Alternatively, career changers with relevant expertise are welcome
A strong passion for customer service and close client relationships
Comfortable working with a team-oriented mindset and in our family-like working environment
Benefits
Permanent employment contract
33 days of annual leave
Flexible working hours (flextime) and flex days
Company pension plan and employer-sponsored health insurance
Job-Rad (company bike leasing)
Corporate benefits
Employer-funded occupational disability insurance
Job title
Insurance Advisor, Pension & Provision Management, Field Sales
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