Insurance consultant handling individual insurance needs for clients in the pension sector. Collaborating with in-house teams and managing both corporate and private client accounts in Herne, Germany.
Responsibilities
Manage the individual insurance needs of our clients in the area of pension and retirement provision
Serve as the point of contact for occupational and private pension/retirement planning matters for our client base
Handle ongoing account management for our corporate and private clients
Take responsibility for the complete, ideally case-closing, processing of cases
Work closely with our internal service team and independently conduct annual review meetings
Provide advice and proposals regarding corporate benefits concepts
Expand your network through targeted sales activities and take responsibility for new client acquisition
Requirements
Completed vocational training as an Insurance and Financial Services Clerk (m/f/d), a relevant university degree, or equivalent qualifications
Alternatively, career changers with relevant expertise are welcome
A passion for customer service and building close client relationships
Comfortable with our collaborative 'we' mindset and family-like working environment
Benefits
Permanent employment contract
33 days of annual leave
Flexible working hours and flex days
Company pension plan and company-sponsored health insurance
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