Kaufmann/Kauffrau für Versicherungen und Finanzanlagen – auch als Quereinsteiger
Core
Independent insurance broker advising private and commercial clients on comprehensive risk protection, financial planning, and property/vehicle insurance solutions.
Role type
Senior insurance broker / client advisor
Builds
Tailored insurance portfolios and financial security strategies for existing client base
Domain
Insurance brokerage, financial planning, property and casualty insurance
Deliverable
client delivery
Required skills
Insurance contract analysis, gap identification, solution design, private and commercial client advisory, damage case management, policy comparison, relationship management, digital process utilization, Microsoft Office proficiency
Preferred skills
Commercial client experience, property/vehicle insurance expertise, driver's license Class B
Responsibilities
Analyze existing insurance contracts to identify coverage gaps, develop tailored insurance solutions for private and commercial clients, advise on liability, legal protection, accident, and property insurance, support clients during damage claims, conduct annual and portfolio reviews, maintain client data and follow up on open cases, collaborate with internal service and management teams
Seniority
Experienced professional, hands-on IC