Customer Advisor – Insurance Consulting

Role Overview

• Advise employees of our clients individually on financial wellbeing, insurance and pension planning, with a particular focus on property and casualty insurance
• Support clients by phone, in writing and virtually, ensuring a positive service and user experience
• Handle customer inquiries and service processes independently – from consultation through to implementation
• Explain complex insurance and financial topics clearly and in a customer-oriented way
• Actively contribute to the further development of services and processes in the areas of pensions, insurance and financial wellbeing

Requirements

• Completed vocational training or degree in the insurance sector, or banking training with relevant insurance experience
• Professional experience in customer or insurance advisory (B2C), preferably in property insurance
• Strong service and customer orientation and enthusiasm for advisory work
• Confident use of IT systems, CRM tools and digital applications
• Independent, structured and responsible way of working
• Very good German language skills, both spoken and written

Benefits

• Flexible working hours
• Modern office on Fuerteventura or remote work across the Canary Islands
• Workation with extras: up to 4 weeks EU workation per year – including flight and accommodation when choosing Munich as the workation location
• Fair terms: 30 days holiday, permanent contract & private supplemental health insurance
• Attractive compensation: above-average salary compared to local standards
• Easy onboarding: assistance with obtaining an NIE number and administrative formalities, plus a welcoming local team