Insurance salesman (m/f/d)

• Long-term employment opportunities
• Option to be taken on by the client
• Pleasant working atmosphere

What you can always count on at persona service:

• A monthly allowance of €50 towards your travel costs, depending on the role – e.g. for the Deutschlandticket and much more.
• Bonuses, as well as holiday pay and a Christmas bonus
• Free tuition for your children on the Ubimaster learning and tutoring platform
• Numerous shopping discounts with well-known brands via our corporate benefits programme
• Excellent personal support and regular feedback meetings
• A wide range of further training opportunities

• You will attract new customers and systematically develop existing customer relationships
• You will carefully analyse your customers’ individual insurance needs and use this to make appropriate recommendations
• You draw up bespoke quotes for life, health and property insurance and explain them clearly
• You advise clients in person, by telephone or online on insurance products and cover solutions
• You take out insurance policies and manage them on an ongoing basis, for example in the event of changes or policy amendments
• You draw up policies and check them for accuracy and completeness
• In the event of a claim, you will record the reports and assess entitlement to benefits
• You will liaise with loss adjusters, insurers and other parties involved to settle claims
• You will accurately document customer data, contracts and transactions in the relevant systems
• You will respond to customer enquiries regarding contracts, premiums and benefits

• You have successfully completed an apprenticeship as an Insurance and Financial Investments Clerk (m/f/d), an Insurance Specialist (m/f/d) or a Specialist in Insurance and Finance (m/f/d)
• You have experience in advising on and selling life, health and property insurance
• You are confident in analysing insurance needs and drawing up suitable quotes
• You are confident in handling contract conclusion, contract management and policy issuance
• You can carefully assess claims in the event of a loss and communicate professionally with loss adjusters
• You approach customers with strong communication skills and a confident manner
• You are characterised by a structured, meticulous and reliable way of working
• You are proficient in using standard office and insurance software