About UsAmevalue is a customer support outsourcing company. We are now cooperating with a forward-thinking financial services company from Germany, committed to delivering top-notch insurance solutions and financial planning. We're in search of an enthusiastic Support Operations Assistant who's passionate about finance, fluent in German, and eager to make a difference.Key Responsibilities:-CRM Data Management: Maintain up-to-date client information in our CRM for top-notch service.-Financial Pla
About UsAmevalue is a customer support outsourcing company. We are now cooperating with a forward-thinking financial services company from Germany, committed to delivering top-notch insurance solutions and financial planning. We're in search of an enthusiastic Support Operations Assistant who's passionate about finance, fluent in German, and eager to make a difference.Key Responsibilities:-CRM Data Management: Maintain up-to-date client information in our CRM for top-notch service.-Financial Plan Creation: Utilize our platform for generating financial plans and proposals, guiding clients towards informed decisions.-Insurance Contract Inquiries: Address questions and make changes to insurance contracts, ensuring clarity and satisfaction.-Document Preparation: Produce important documents, such as cancellations and modifications, following up as necessary.-Data Analysis: Generate reports on sales, client activity, and revenue, aiding strategic decisions.-Operational Support: Assist with client inquiries on insurance coverage extensions, demonstrating problem-solving prowess.We Offer-The flexibility of remote work, a competitive salary, and a dynamic work environment with great clients.-Opportunities for growth and learning in an innovative and supportive setting.Who We're Looking For-Individuals fluent in German, skilled in Excel and Word, and capable of managing multiple priorities.-Quick learners and effective communicators, ready to tackle a variety of tasks with enthusiasm.