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Insurance Broker

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Description

Provide independent video and telephone insurance advice, build long-term customer relationships, create individualized protection concepts and provider-independent market comparisons, manage and optimize existing contracts, guide customers strategically, improve customer-facing processes, and support insurance-related customer matters.

Responsibilities

  • Provide independent and comprehensive insurance advice by video and telephone
  • Build long-term customer relationships through proactive communication
  • Create individualized insurance protection concepts
  • Prepare provider-independent market comparisons
  • Manage and optimize existing contracts
  • Provide strategic guidance on existing contracts
  • Collaborate across departments to implement new ideas
  • Improve customer satisfaction
  • Support relevant customer relationship matters

Requirements

  • Qualification under §34d GewO for insurance intermediation
  • Qualification under §34f GewO is preferred
  • Relevant customer advisory experience at an insurance broker, pool, financial services provider, or bank
  • Strong knowledge of the insurance market and tariffs
  • Understanding of holistic insurance and retirement solutions
  • Independence and a hands-on mindset
  • Excellent analytical and communication skills
  • Strong interpersonal and teamwork skills
  • Motivation to develop digital processes
  • Native-level German and good written and spoken English
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