Commercial Insurance Advisor helping clients with insurance needs while meeting annual revenue goals. Building relationships and expanding service lines for existing clients with consultative sales.
GC
Hybrid Executive Assistant to Management, Insurance
Posted 2 months ago
About the role
- Assistant to the Executive Management in an insurance firm, managing operations and customer inquiries. Requires expertise in insurance and organizational processes.
Responsibilities
- Organizational support for the managing director
- Coordination of handling customer inquiries
- Assistance with office management
- Independent ownership of projects in the areas of organization and personnel
- Collaboration in personnel management (approx. 20 employees)
- Shaping workflows and processes from inquiry to insurance conclusion
- Coordination of customer inquiries and independent management of long-standing clients
- Analysis of insurance contracts
- Review of policies and premium statements
- Communication with clients and insurance companies
- Participation in internal projects
Requirements
- Training in insurance (apprenticeship, university course in insurance) and professional experience in the sector
- Project management skills
- Good MS Office skills (Excel, Word)
- Ideally, knowledge of CCA9
- Expertise in leadership & organization
- Interest in professional development
- Open personality with strong communication skills and a focus on essentials
- Responsible and dependable
Benefits
- Secure employment without sales targets
- Flexible working hours with a flexitime model
- Convenient location with good accessibility
- Individual personal and professional development with a long-term perspective
- Optional bike leasing (Jobrad)
Job title
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