• Working with clients and insurance carriers to evaluate the best options for commercial lines of insurance on a case-by-case basis • Provide client support and knowledgeable guidance during the policy writing and renewal processes • Prepare and present policy/coverage options and information to clients • Follow documentation policies and procedures to ensure client records are maintained within the client management database • Seasonal flexibility for increased customer traffic • Address day-to-day client matters in a timely manner, including questions and issues surrounding claims, eligibility, enrollment, and rates.

• Responsible for marketing and promoting a wide range of banking products and services • Manage key relationships with existing and potential customers • Provide sound advice in the effective management of their finances • Analyse and match customers’ financial requirements with the bank's product offerings • Proactively cross-sell other banking products and services

• Verantwortung für ein eigenes Kundenportfolio und deren Zufriedenheit • Bearbeitung von Anfragen über Chat, E-Mail, Telefon, und Termine vor Ort • Einarbeitung und langfristige Unterstützung neuer und bestehender Kunden • Direkte:r Ansprechpartner:in von Nutzern und Entscheidungsträgern • Definition und Umsetzung von Strategien zur Kundenzufriedenheit und -bindung • Etablieren des Cross-Sell- und Up-Sell Potenzials • Enge Zusammenarbeit mit dem Produktteam zur stetigen Produktverbesserung

• Act as the main point of contact for clients on creative and content projects. • Manage planning and delivery of multi-channel content (web, social, video, visual assets). • Coordinate cross-functional teams to deliver campaigns smoothly. • Own timelines, resourcing, quality control, and final delivery. • Review performance and identify opportunities for improvement or expansion.