Insurance Advisor, Pension & Benefits Management, Field Sales
BüchnerBarella Unternehmensgruppe
full-time
Posted on:
Location Type: Hybrid
Location: Herne • 🇩🇪 Germany
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Assessing the individual insurance needs of our clients in the area of retirement and provision
- Acting as the contact person for matters relating to occupational and private pension provision for our client base
- Account management for our corporate and private clients
- Complete, preferably case-closing processing of cases and requests
- Close collaboration with internal sales/support and independently conducting annual review meetings
- Advising on and proposing corporate benefits concepts (focus: occupational pensions (bAV), company health insurance (bKV), company income protection and time account arrangements)
- Expanding the network through sales activities and new client acquisition
Requirements
- Completed training as an insurance and financial services clerk, a relevant university degree, or equivalent qualifications
- Alternatively: career changers with relevant expertise are welcome
- A passion for customer service and a strong commitment to client satisfaction
- Comfortable with a team-oriented (“we”) mindset and our family-style working environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance needs assessmentaccount managementcase processingcorporate benefits conceptsoccupational pensionscompany health insurancecompany income protectiontime account arrangementsclient acquisition
Soft skills
customer serviceclient satisfactionteam-oriented mindsetcollaborationcommunication
Certifications
insurance and financial services clerk trainingrelevant university degree