Client Advisor, Field Sales – Commercial & Industrial Insurance
Leipzig, Saxony, Germany
Full Time
6 hours ago
No Sponsorship
About this role
Role Overview
Acquisition of new corporate clients and bringing existing client relationships into our medium-sized insurance brokerage
Managing the acquisition process — from lead generation through analysis of the insurance portfolio to presentation
Independent management of commercial clients (minimum: companies with approx. 50 employees) in the composite (non-life) lines — with support from the internal service team
Conducting annual review meetings on-site or digitally
Actively helping shape the company within our OKR methodology — e.g., in digitalization projects or optimization of internal processes
Requirements
At least several years' experience at an insurance broker or agency
Experience in acquiring and subsequently managing corporate clients
Solid knowledge of composite (non-life) lines, e.g., fire/industrial, liability (excluding motor, life, and health)
Completed vocational training in insurance / certified insurance specialist (Versicherungsfachwirt) or a relevant degree