Insurance Customer Advisor 80 - 100% (m/f/d)

What is my role?

• You are the first and competent contact person for customers of our client at a telephone and reception in an insurance agency

• You conduct telephone and personal consultations and specifically identify advisory and closing opportunities within the existing portfolio

• You create customised offers, adjust insurance coverages according to needs, and update customer data

• You actively strengthen and expand existing customer relationships and identify cross- and upselling potentials

• You convince new customers with your open manner

• You independently, efficiently, and conscientiously answer incoming written customer enquiries

What do I need to be successful?

• You have a commercial education and experience in customer contact or sales

• You enjoy advising customers holistically, solution-oriented, and reliably

• Ideally, you have a VBV certification

• You communicate clearly, friendly, and convincingly – even in demanding conversation situations

• Your German skills are very good; any additional language is a plus

• You work in a structured, reliable, and results-oriented manner and are confident in using common Office programmes

What distinguishes the company?

Our client impresses with commitment, friendliness, and competence. With you, the team wants to advise customers even more specifically and holistically – and develop sustainable added value and new contracts from existing relationships. In this role, you actively advise, systematically identify potentials within the portfolio, and measurably contribute to the agency’s success with qualitative cross- and upselling.

Languages
German: C2 - Native level

Workplace
Zug

Vacancy number
VA-VUP-ADK