Merchant woman for insurance and finance - East McKeesport, PA, United States - Crimson Technologies
Description
As an independent financial service provider, we offer our clients comprehensive and personalized support in financial matters. We consistently put our clients at the center of our qualified consulting services. Our target group is clearly defined as high-end private and medium-sized commercial clients.In our work for this demanding clientele, we are able to fully utilize the strengths of an independent, competent, and highly individual financial, insurance, and asset structure consulting.
As a result, the demands on each individual in our team and on the overall concept that we develop for our clients are high.
We strive for close cooperation with the tax advisors of our clients.In addition, we have access to a network of selected experts in the areas of business, tax, and legal consulting, as well as a variety of experts and analysts in the specialized fields we offer.
This ensures that we can create comprehensive concepts in the best interest of our clients.Responsibilities
Your professional and social skills make you a trustworthy, reliable, and pleasant conversation partner.
You see dedicated customer care and efficient customer expansion as complementary rather than contradictory, and consider them a matter of course.
Through your professional activities and ongoing training measures, you have acquired a solid knowledge of various insurance sectors and high methodological competence.
Ideally, you are familiar with the diverse tasks of an insurance broker (§ 93 HGB).You handle demanding correspondence eloquently and stylishly, answer calls in a friendly, helpful, and competent manner, and fulfill your commitments on time.
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