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
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