VR PLUS Altmark-Wendland eG

Insurance

• Analyze customers' individual risks and needs
• Create tailored insurance solutions
• Handle processing, documentation and post-sale support
• Collaborate with colleagues from the private customer advisory team
• Develop long-term sales concepts

Insurance Advisor – m/f/d

• Shaping and managing the insurance and retirement planning business
• Analyzing clients' individual risks and needs
• Developing customized insurance solutions
• Processing, documenting and providing ongoing client support
• Collaborating with colleagues in the private client advisory team
• Developing sales concepts and strategies

Insurance Consultant, Osterburg

Customer Support

• Welcoming customers and recording inquiries: You act as the first point of contact for customers, record their requests and forward matters for further processing.
• Offering service solutions: You provide customers with a range of service options and reliably process various types of payment transactions.
• Handling routine customer inquiries: You answer straightforward customer questions and process their transactions quickly and accurately.
• Escalating complex issues: You forward more complex customer matters to the appropriate departments or specialists for further handling.
• Supporting service advisors: You assist service advisors with their administrative tasks and help ensure smooth operations.

Customer Service Representative, Branch

Financial Planning and Analysis

• Support in preparing regulatory reporting (in particular the quarterly aggregate risk and credit risk report) pursuant to MaRisk for the Executive Board and committees, in close cooperation with management and including all relevant and material risk classes identified for the institution (in particular market price, credit/default, liquidity, operational and strategic risks)
• Support in conducting the aggregate risk and operational risk inventory / the operational risk process with particular consideration of any ESG-related risks
• Support in preparing the risk strategy and the risk manual
• Support in developing an overall bank steering framework compliant with MaRisk
• Support in determining the risk-bearing capacity (RTF), including defining all necessary limits and continuously monitoring compliance and escalating in the event of limit breaches
• Support in the planning process
• Support in performing cost and revenue accounting
• Support in optimizing the data inventory to ensure and improve data quality
• Participation in and/or independent management of projects
• Further development of all risk controlling processes, taking into account any changes or additions to legal and supervisory requirements

Senior Finance Specialist – Risk Controlling

• Designing insurance and pension solutions
• Analyzing customers' individual risks and needs
• Creating tailored insurance solutions
• Handling, documenting and providing follow-up for claims
• Close collaboration with colleagues in the private customer advisory team
• Developing sales concepts

Insurance Advisor

• Welcoming customers and recording inquiries: You act as the customers' first point of contact, record their requests and forward matters for further handling.
• Offering service products: You provide customers with a variety of service offerings and reliably process different types of payment transactions.
• Handling routine customer inquiries: You answer straightforward customer questions and process their orders quickly and accurately.
• Escalating complex issues: You forward more complex customer matters to the appropriate departments or specialists for further processing.
• Supporting service advisors: You assist the service advisors with their administrative tasks and help ensure a smooth workflow.

Branch Customer Service Representative – m/f/d

• As an Insurance Consultant (m/f/d), you will play a key role in shaping our insurance and pension business.
• You analyze the individual risks and needs of our clients and create tailored insurance solutions — including processing, documentation and follow-up support.
• Our clients can confidently turn to you as their first point of contact in the event of a claim.
• You work closely with our private customer advisory team and enable your colleagues to provide independent retirement and pension advice.
• To meet the needs of existing and prospective clients, you use targeted approaches and referrals and contribute to the long-term development of our sales concepts.

Insurance Consultant

• Welcoming customers and recording their enquiries
• Offering service products
• Handling basic customer inquiries
• Referring complex issues
• Supporting service advisors

• Customer reception and recording of requests: You are the first point of contact for customers, record their wishes and forward requests for further processing.
• Offering service solutions: You offer customers a range of service solutions and reliably handle different types of payment transactions.
• Handling basic customer enquiries: You answer routine customer enquiries and process their orders quickly and accurately.
• Escalation of complex issues: You forward more complex customer matters to the responsible departments or specialists for further handling.
• Support for service advisors: You assist the service advisors with their administrative tasks and help ensure smooth workflows.