BüchnerBarella Unternehmensgruppe

Customer Advisor, Insurance & Pension Management – Field Sales

BüchnerBarella Unternehmensgruppe

full-time

Posted on:

Location Type: Hybrid

Location: Freiburg im Breisgau • Germany

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About the role

  • You handle the individual insurance needs of our clients in the area of pension provision
  • You act as the primary contact for occupational and private pension matters for our client base
  • You are responsible for ongoing account management of our corporate and private clients
  • You ensure full, as far as possible case-closing, processing of tasks and cases
  • You work closely with our internal service team and independently conduct annual review meetings
  • You advise on and propose corporate benefits concepts (focus: occupational pensions (bAV), company health insurance (bKV), occupational income protection, and time accounts)
  • You expand our network through targeted sales activities and are responsible for acquiring new clients

Requirements

  • Completed vocational training as an Insurance and Financial Services Specialist or a related university degree, or equivalent qualifications
  • Alternatively, career changers with relevant expertise are welcome
  • A passion for customer care and close client relationships
  • A strong commitment to customer satisfaction
  • Comfortable working with a team-oriented (“we”) mentality and in our family-like working environment
Benefits
  • Permanent (open-ended) employment contract
  • 33 days of paid vacation
  • Flexible working hours and flex days
  • Company pension plan and employer-sponsored health insurance
  • Company bike leasing (JobRad)
  • Corporate benefits
  • Employer-funded occupational disability (income protection) insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
pension provisionoccupational pensionscompany health insuranceoccupational income protectionaccount managementcase processingsales activitiesclient acquisition
Soft Skills
customer careclient relationshipscustomer satisfactionteam-oriented mentality
Certifications
Insurance and Financial Services Specialist