Insurance

• 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

Insurance Specialist, Customer Advisor – Property & Casualty Insurance Sales

• Independently advise, manage, and deliver challenging projects for banking and insurance clients
• Independently gather, analyze, and design requirements
• Coordinate regularly with project teams and relevant stakeholders
• Implement statutory and regulatory requirements
• Ensure compliance throughout projects
• Build and maintain collaborative, partnership-based relationships with clients
• Ensure open and transparent communication with clients
• Analyze and optimize business processes
• Support clients in implementing statutory and regulatory requirements efficiently and in a future-proof manner
• Define precise requirements and support the technical implementation

Business Consultant – Banking & Insurance

• Provide specialist support to industrial clients in the liability insurance line
• Advise national and international clients on all contractual and technical matters in close cooperation with the international team abroad
• Review existing policies and analyze the current risk situation
• Place and renew insurance contracts and programs
• Correspond and negotiate with clients, insurers, and other partners
• Actively support sales through client-specific tenders and the development of customized insurance solutions
• Process and coordinate claims

Insurance Specialist – Industrial Liability Insurance

• Advise and support an existing customer base
• Build and develop your own customer and client portfolio
• Conduct comprehensive analyses of clients’ insurance and retirement planning needs
• Develop the client base sustainably, particularly through referrals and personal referral networks
• In the future, contribute to the joint acquisition of additional client portfolios

Customer Advisor – Insurance and Financial Services

• Acquire new customers in the public sector and insurance industries
• Manage the entire sales process—from initial outreach through closing
• Advise decision-makers on topics such as risk, compliance, and fraud prevention
• Build long-term customer relationships and strategic accounts
• Identify new opportunities in fraud and financial crime

Sales Manager – Public Sector, Insurance

• Analyze, optimize, and implement business processes with a focus on digitalization, automation, customer experience, workflow optimization, and agile organizational structures
• Independently lead customer projects from planning through implementation
• Reliably ensure that project timelines, quality standards, and budgets are met
• Identify new opportunities and develop innovative solutions
• Actively contribute to the development of the consultancy portfolio
• Support the development of forward-looking concepts for customers
• Build and maintain long-term relationships with customers and partners
• Continuously develop a professional network
• Participate in internal decision-making processes

Senior Manager, Insurance

• Design realistic scenarios involving treaty and facultative reinsurance, attachment and exhaustion, cessions, recoverables, bordereaux, delegated authority, program governance, fronting, captives, and risk participation
• Create structure comparisons, submission analyses, contract summaries, program reviews, counterparty assessments, and risk-transfer recommendations
• Write “golden” reference responses at experienced reinsurance and program-business quality
• Grade AI-generated responses against structured rubrics for structural accuracy, contract logic, financial understanding, stakeholder roles, and market realism
• Identify misunderstandings of layers, limits, retentions, commissions, claims control, collateral, counterparty exposure, and carrier-MGA responsibilities
• Provide written feedback used by the research team to improve model behavior
• Participate in onboarding office hours and calibration sessions
• Work a minimum of 20 hours per week, ideally 40+

Insurance jobs in Germany