Insurance Specialist, Customer Advisor – Property & Casualty Insurance Sales

Finanzguru

. Further develop Finanzguru’s established financial advisory service .

Posted 10/2/2026full-timeRemote • GermanyJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in property and casualty insurance, providing holistic customer consulting while effectively translating complex terminology into accessible language. Strong ability to leverage digital tools and processes to enhance customer relationships and contribute to product development.

Highest-signal resume keywords

Property And Casualty Insurance ExpertiseHolistic Customer ConsultingDigital Transformation ContributionStrong German Language Skills (C1)Trust-Based Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Holistic Needs AnalysisData-Driven ConsultingInsurance Industry KnowledgeTechnical Terminology Translation

Soft Skills

Customer Relationship ManagementCollaborationCommunication

Tools & Technologies

Digital ToolsDigital Processes

Certifications & Qualifications

Vocational Training As An Insurance Specialist (BWV/IHK)

Industry Keywords

Financial Advisory ServiceProperty And Casualty InsuranceDigital TransformationCustomer Consulting

About the role

Key responsibilities & impact

Further develop Finanzguru’s established financial advisory service
Translate complex technical terminology into clear, easy-to-understand language
Provide holistic advice to existing and new customers on property and casualty insurance based on their banking data
Continuously optimize data-driven needs analysis
Connect banking and property and casualty insurance
Strengthen Finanzguru as a trusted financial partner for more than 3 million users through sustainable advice
Collaborate with specialized property and casualty insurance teams and the team lead
Contribute at the intersection of industry expertise and product development

Requirements

What you’ll need

Successfully completed vocational training as an insurance specialist or insurance professional (BWV/IHK)
At least 2 years of experience in holistic customer consulting
Excellent expertise in property and casualty insurance
Willingness to contribute to the digital transformation of the insurance industry
Very good understanding of digital processes and strong affinity for digital tools
Enthusiasm for working at the intersection of industry expertise and product development
Very good German language skills (at least C1)
Ability to build strong, trust-based relationships with customers remotely

Benefits

Comp & perks

100% remote work from anywhere in Germany
Option to work remotely from another EU country for up to six months
Home office budget (€1,700 gross)
Lunchit meal subsidy (up to €7.67 per day)
Reading budget (€150)
Personal team budget for training and workations
Regular team events (off-site and on-site)
Leads generated through intelligent app logic; no cold calling
Flat hierarchies
Open communication and regular feedback loops