Connect - Sozietät für Finanzmanagement GmbH | Germany | 35xxx Marburg | Permanent position | Part time - flexible / Full time | Published since: 10.12.2025 on stepstone.de
Insurance and Finance Clerk - Office Sales (m/f/d)
We are an established, medium-sized financial brokerage office with a focus on individual consulting and support for private and corporate customers in the field of the academic target group. Our goal is to offer our customers customized solutions for all financial needs and a first-class service. To strengthen our internal service team, we are looking for a dedicated Senior Account Manager (m/w/d)
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Your tasks • Your profile • What we offer
Care and advice of our private and commercial customers in the interior (telephone and written) Creation, examination and management of insurance contracts Recruitment, comparison and coordination with insurance companies in the field of property insurance General office administration (telephone, post office and exit) Processing of contractual changes, terminations and supplements Support for damage recovery and treatment up to regulation Maintenance of customer data in the broker administration program Preparation of documents for the field and management Participation in the optimization of internal processes and digital processes
Complete training as a merchant for insurance and financial investments or a comparable qualification Good knowledge in various insurance sectors (e.g. property, liability, motor, life or health insurance) Ideal experience in the broker business or in customer support in the interior service Secure handling of MS Office (Word, Excel, Outlook) and common broker management programs Structured, reliable and service-oriented operation Team spirit, communication strength and joy of customer contact High sense of responsibility and initiative
A secure workplace in a modern, growing brokerage office Interesting and varied tasks in interior services Very flat hierarchies and short decision paths Compensation and attractive social benefits (including BAV, bkV, merchandise certificate, tax-free travel allowance) Continuing and continuing training for professional and personal development An esteeming, collegial team and a pleasant operating climate
Location
![]() | Connect - Sozietät für Finanzmanagement GmbH | |
| 35043 Marburg | ||
| Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
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