ÖKK Versicherungen AG
Lenzerheide
Customer Advisor Agency Lenzerheide
- 28 July 2026
- 100%
- Permanent position
- Lenzerheide
Job summary
Join the dynamic team at Agentur Lenzerheide as a Kundenbetreuer*in! Enjoy a supportive work environment with great benefits.
Tasks
- Provide holistic consultation and support for new and existing clients.
- Actively sell insurance solutions, focusing on new client acquisition.
- Enhance the customer portfolio through cross-selling and retention.
Skills
- Completed commercial training or equivalent qualification is required.
- Strong communication skills in German across all channels.
- Proficient in MS Office with a structured work approach.
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About the job
Customer Advisor Agency Lenzerheide
100%, Lenzerheide
What to expect
- Comprehensive advice and support for new and existing customers in the private customer segment
- Active sales of insurance solutions (basic and supplementary insurance) including targeted new customer acquisition
- Sustainable expansion of the customer portfolio through cross- and upselling as well as customer retention
- Needs-based development and presentation of individual offers
- Planning and implementation of sales measures for market development and customer acquisition
- Maintenance, expansion and long-term retention of the customer portfolio as well as proactive cancellation prevention
- Competent and service-oriented response to customer enquiries regarding policies, benefits and billing
- Fluent and audience-appropriate communication in German across all contact channels (telephone, e-mail, personal contact, counter service)
- Representation at events, campaigns and marketing activities
- Independent handling of general commercial, administrative tasks as well as ensuring agency operations
What you bring
- Completed commercial basic training or equivalent qualification or higher professional education
- Certification as an insurance intermediary (VBV) or willingness to obtain this promptly
- Experience in the insurance sector or sales is an advantage
- Strong enjoyment of customer contact as well as a high service and customer orientation
- Entrepreneurial thinking and acting
- Confident handling of MS Office as well as a structured and efficient working method
- Friendly, well-groomed appearance as well as good communication skills and negotiation ability
- Very good German skills in spoken and written form; knowledge of Italian is an advantage