CareerPlan

Versicherungsmakler*in (m/w/d)

München, BAYERNFull-time2024-05-21 → 2026-11-11
On-site

Core

Advising and managing insurance portfolios for wealthy families, castles, museums, and industrial clients.

Role type

Insurance Broker (Specialized High-Net-Worth)

Builds

Customized insurance solutions and framework agreements for high-net-worth individuals and institutions.

Domain

Insurance / High-Net-Worth / Cultural Heritage

Required skills

Insurance product knowledge, client relationship management, contract negotiation, claims handling, creative solution design

Preferred skills

Interest in art and culture, discretion, independence

Technologies

Insurance platforms, contract management systems

Responsibilities

Consult and support individual clients on all insurance topics, maintain existing client relationships with wealthy families and institutions, acquire new clients, design and update framework insurance agreements, handle contract administration from offer to termination, support clients during damage events.

Seniority

Mid-Senior, independent IC