Insurance Specialist, Customer Advisor – Property & Casualty Insurance Sales

🔥 12 hours ago

🇩🇪 Germany – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

👻 Ghost score 12%

infoinfo

🗣️🇩🇪 German Required

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Logo of Finanzguru

Finanzguru

51 - 200 employees

Founded 2015

💳 Fintech

👥 B2C

💰 $14.2M Series B - Finanzguru on 2023-04

Fintech • B2C

Finanzguru is a German personal-finance app (operated by dwins GmbH) that consolidates users' bank accounts, savings accounts, depots and crypto exchanges into a single interface and provides automated, AI-powered transaction categorization, contract detection and an in-app contract cancellation service. The app offers budgeting, insurance needs checks, cashback/savings offers ("Sparbooster"), and other financial tools (calculators, pension depot advice). Finanzguru’s core features include secure account linking (3,000+ banks supported), an encrypted personal data vault (AES), BaFin regulation, and a permanently free basic tier; it is available in Germany and Austria.

📋 Description

• 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

• 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

• 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

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