Insurance Advisor, Pension & Benefits Management, Field Sales
BüchnerBarella Unternehmensgruppe
full-time
Posted on:
Location Type: Hybrid
Location: Herne • Germany
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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 & Tools
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