Life Insurance Case Manager
Finance
3,200 - €4,200 / month
Indefinite time
Do you have experience in the insurance sector and do you thrive on handling cases that are well-structured and clients who are properly looked after? If so, this role might be exactly what you’re looking for.
We’re looking for a life insurance back-office assistant for an insurance brokerage firm, someone who’s keen to delve into tax solutions, life insurance and wealth accumulation. You’ll work closely with a sales colleague who handles the initial discussions with clients. As soon as a specific enquiry comes in, you’ll take over the case.
You’ll be responsible for managing an existing portfolio of around 400 to 500 cases. Prospecting isn’t part of your role: clients are brought in by your sales colleague. You’ll ensure that their case is handled correctly, from quotation to follow-up.