Next Generation Insurances

Financial Planning and Analysis

• Sort, respond to, and archive email inbox messages
• Prepare quotes and insurance concepts
• Enter financial planning data into Google Sheets
• Schedule appointments and manage reminders
• Prepare for and follow up on appointments
• Monitor CRM activities and track sales tasks
• Open, label, digitize, and file unread postal mail
• Handle back-office tasks in YProFinance
• Design academy and training content for insurance brokers in Versuro
• Support brokers during onboarding to software systems
• Schedule commercial inquiries in FinanzFliege and coordinate them in the CRM
• Manage follow-up emails, planning, and organizational tasks
• Optional: Create texts with Jarvis AI and publish them on the website

Explore Personal Assistant – E-Communication, Financial Planning & Quotes at Next Generation Insurances. Review requirements and application details.

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Personal Assistant – E-Communication, Financial Planning & Quotes