Personal Assistant – E-Communication, Financial Planning & Quotes

Next Generation Insurances

. Sort, respond to, and archive email inbox messages .

Posted 10/25/2026full-timeRemote • GermanyMid-LevelSenior💰 €15 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing insurance and finance-related tasks, including preparing quotes, entering data into Google Sheets, and utilizing CRM systems. Proficient in handling back-office operations and supporting brokers during onboarding while maintaining diligence and accuracy.

Highest-signal resume keywords

IHK-Certified TrainingKnowledge Of Insurance CoverageExperience With CRM SystemsProficiency In Google SheetsAbility To Process Emails In German

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryQuote PreparationFinancial PlanningEmail ManagementBack-Office OperationsContent DesignOnboarding SupportSales Task TrackingAppointment SchedulingDigital Tool Utilization

Soft Skills

DiligenceAccuracyWillingness To LearnOrganizational SkillsCommunication Skills

Tools & Technologies

YProFinanceVersuroFinanzFliegeJarvis AI

Certifications & Qualifications

IHK-Certified Training

Industry Keywords

InsuranceFinanceHealth InsurancePrivate Liability InsuranceDisability InsuranceHousehold Contents InsuranceMotorcycle InsuranceHomeowners InsuranceAccident InsuranceSavings Account Products

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

IHK-certified training as an insurance and finance clerk OR, as a career changer, demonstrable experience engaging with insurance and finance topics
Knowledge of key types of insurance coverage, particularly health insurance, private liability insurance, and disability insurance
Willingness to learn about household contents, car/motorcycle, homeowners, accident, checking account, and savings account products
Willingness to learn
Diligence and accuracy in preparing quotes and entering data
Willingness to work with digital tools, Google Sheets, and CRM systems
Ability to process emails in German

Benefits

Comp & perks

100% remote work
Opportunity to travel the world while working
Opportunity to become a partner
Training and development opportunities
Opportunity to continue working as a part-time affiliate and earn income
Lifetime commissions through a guaranteed affiliate link
Learning opportunities in finance, taxes, wealth, and insurance coverage
Develop skills in SEO, marketing, copywriting, and cash flow management