Specialist Advisor, Composite Insurance (m/f/d)

• A flexitime scheme ensures a high degree of flexibility regarding working hours
• Option to work from home
• Staff discounts, contributions towards internet costs and on-site car parks
• flat hierarchies, short decision-making processes and the freedom to shape your own approach to customer service
• individual professional and personal development, as well as career progression opportunities

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 manage ongoing contracts in the general insurance sectors and act as the point of contact for customers and insurers
• You will process enquiries from customers and insurers promptly and carefully
• You will carry out billing and debt collection and make all relevant entries in the MVP
• You will conduct market surveys on existing contracts and negotiate the results with customers and insurers
• You will carry out quotation calculations independently
• You will prepare quotations and quotation comparisons for policyholders for submission
• You will keep track of and manage the relevant deadlines and timeframes
• In claims handling, you request claims notifications, review them and forward them to the insurers
• You will coordinate site inspection appointments with loss adjusters (m/f/d), clients and field staff
• In the event of a claim, you will negotiate with clients and insurers and see the process through to completion
• You will prepare clear and up-to-date claims summaries, as well as contract and claims overviews
• You will support new business acquisition by creating leads in the IT system and conducting market surveys
• In consultation with senior management, you will conduct negotiations with insurers
• Occasionally, you will travel for annual reviews or negotiations with customers and insurers

• You have successfully completed an apprenticeship as an Insurance and Finance Clerk (m/f/d), Insurance Specialist (m/f/d) or Office Management Clerk (m/f/d)
• You have experience in managing comprehensive and property insurance policies
• Confident in dealing with customers and insurers, you conduct negotiations in a persuasive and objective manner
• You have experience in claims handling as well as in preparing quotations and comparing offers
• You are proficient in using MS Office and insurance software (e.g. MVP)
• You work meticulously and in a structured manner, and are able to keep track of things even when juggling multiple appointments
• We expect you to work independently and reliably
• Strong communication skills and the ability to work as part of a team are among your strengths
• You are willing to travel occasionally for meetings with clients and insurers