Personal Assistant, E-Communication, Financial Planning, Quotations

🔥 15 hours ago

🇩🇪 Germany – Remote

💵 €15 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

infoinfo

🗣️🇩🇪 German Required

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Logo of Next Generation Insurances

Next Generation Insurances

1 - 10 employees

Founded 2017

💼 Consulting

📦 Logistics

🛡️ Insurance

Consulting • Logistics • Insurance

Next Generation Insurances is a digital-first, independent insurance broker and advisory service based in Münster that offers both private and commercial insurance solutions. It provides online consultations, paperless contract management via an app, and a market-comparison engine with thousands of tariff combinations to help clients compare and purchase policies. The company supports a wide range of products—health, liability, cyber, D&O, property, travel, vehicle, and specialty coverages—serving freelancers, SMEs, executives and consumers, and partners with many insurers to deliver tailored, cost-effective offerings and ongoing claims support.

📋 Description

• Sort, respond to, and archive emails in the inbox • Open, label, digitize, and file unread physical mail • Prepare insurance quotations and financial plans • Enter figures into Google Sheets • Schedule appointments; no inbound phone support required • Monitor activities in the CRM system • Prepare for and follow up on appointments • Create follow-up emails, reminders, and plans • Support YProFinance with back-office quotations, concept development, task reminders, appointment preparation, and recruiting • Design Versuro Academy training programs for insurance brokers and onboard brokers onto software systems • Schedule and coordinate commercial inquiries for FinanzFliege in the CRM system • Optionally create content with Jarvis AI and publish it on the website

🎯 Requirements

• IHK-certified training as an insurance and finance specialist OR, for career changers, demonstrated knowledge of insurance and finance • Understanding of basic insurance coverage, including health insurance, personal liability insurance, and occupational disability insurance • Willingness to learn and develop professionally • Interest in expanding knowledge of homeowners and renters insurance, automobile and motorcycle insurance, accident insurance, checking accounts, and savings accounts • Accuracy and diligence when preparing quotations and entering figures into Google Sheets • Ability to use or learn CRM systems and digital communication tools

🏖️ Benefits

• 100% remote work • Ability to travel while working • Opportunities to become a partner • Training and professional development • Lifetime participation in affiliate links and a guaranteed opportunity to earn affiliate income • Opportunities for full-time employment or supplemental income • Opportunities to learn about finance, taxes, wealth management, and insurance coverage • Exposure to SEO, marketing, copywriting, and cash flow management

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