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Direct Insurance Specialist

vor 2 Monaten


Munich, Bayern, Deutschland WWK Lebensversicherung Vollzeit

Your Role:

As a Direct Insurance Specialist, you will play a vital role in managing and processing direct insurance contracts within the realm of company pension schemes. Your responsibilities will encompass a wide range of tasks, ensuring seamless operations and exceptional customer service.

  • Contract Management: Process contract requests for direct insurance, focusing on company pension schemes. Manage existing contracts, generating new quotes, modifications, and increases as needed.
  • New Contract Processing: Actively participate in the processing of new contracts, ensuring accuracy and adherence to established procedures.
  • Customer Support: Provide comprehensive phone and written consultations to customers, partners, and third parties, addressing their inquiries and resolving any issues promptly.
  • Knowledge Sharing: Contribute to a collaborative environment by sharing your expertise with new employees, colleagues, and apprentices.
  • Process Improvement: Actively support the continuous improvement of work processes, identifying areas for optimization and efficiency gains.

Your Profile:

We are seeking a highly motivated individual with a strong foundation in insurance and finance. Your qualifications should include:

  • Completed vocational training as a clerk for insurance and finance (IHK).
  • Additional qualifications such as Insurance and Finance Specialist (IHK) are advantageous.
  • A genuine interest in labor and tax law contexts.
  • Resilience, adaptability, and a customer-centric approach are essential qualities.
  • The ability to work independently and collaboratively within a team environment.
  • A strong commitment to continuous learning and professional development.