Kundenberater für individuelle Versicherungsbedarfe im Vorsorgemanagement in Bielefeld. Verantwortung für Bestandsbetreuung, Fallbearbeitung und Neukundengewinnung in einem familiären Arbeitsumfeld.
Responsibilities
Manage the individual insurance needs of our clients in the area of retirement provision
Serve as the point of contact for occupational and private retirement provision matters for our client base
Take responsibility for the portfolio management of our corporate and private clients
Be responsible for processing cases completely and, where possible, to a case-closing resolution
Conduct annual review meetings independently
Provide advice and proposals on corporate benefit concepts
Acquire new customers through targeted sales activities
Requirements
Completed vocational training as an Insurance and Financial Services Clerk (m/f/d), a relevant university degree, or equivalent
Alternatively, convince us as a career changer with relevant expertise
A passion for customer service and building close customer relationships; committed to customer satisfaction
A collaborative team player who feels comfortable in our family-like work environment and embraces a 'we' mentality
Benefits
Permanent employment contract
33 days of annual leave
Flexible working hours and flex days
Company pension scheme and company health insurance
Company bike (bike leasing program)
Corporate benefits
Employer-funded occupational disability insurance
Job title
Insurance Advisor, Retirement Provision Management – Field Sales
Electrician maintaining and repairing industrial vehicles in Würzburg area. Providing systematic fault analysis and professional customer service in the field.
Teamlead in field service overseeing warehouse organization and team training for a brand marketing company. Responsible for customer communication and quality control measures.
Field organizer in sales for a leading marketing solutions firm providing brand visibility in retail. Responsible for organizing merchandise display and managing new employee training.
Teamlead in the field managing merchandising solutions for retail clients in Lübeck area. Responsibilities include organizing stock, staff training, and quality control measures.
Teamlead in sales for a leading marketing solutions company in Hamburg. Responsibilities include employee training, quality control, and communication with teams and clients.
Servicetechniker/Elektroniker providing on - site service and technical support for inspection devices in Germany and occasionally Europe. Requirement includes flexible traveling and good technical qualifications.
Field consultant for emergency and safety lighting solutions, presenting to clients in Leipzig and Stuttgart. Ensuring technical expertise aligns with client needs for effective project implementation.
Kundenberater für Industrie - und Gewerbeversicherungen im Außendienst bei BüchnerBarella. Betreuung des individuellen Versicherungsbedarfs im In - und Ausland mit Fokus auf Kundenzufriedenheit.
Kundenberater im Außendienst für Versicherungen bei BüchnerBarella. Betreuung von Bestandskunden und Neukundengewinnung in einem hybriden Arbeitsmodell.
Insurance Consultant managing individual insurance needs for clients. Collaborating with internal services and providing guidance on corporate benefit concepts with client satisfaction focus.