Customer Advisor, Field Sales, Acquisition – Commercial & Industrial Insurance

Responsibilities

• Acquire new corporate clients and integrate existing client relationships into the brokerage firm.
• Manage acquisition process—from lead generation and analysis of insurance setup to presentation.
• Independently manage commercial clients (minimum ~50 employees) in non‑life lines with support from internal sales team.
• Conduct annual review meetings on-site or digitally.
• Actively contribute to company development within OKR methodology, e.g., digitalization or optimization of internal processes.

Qualifications

• Several years of experience at an insurance broker or agency.
• Experience in acquiring and managing corporate clients.
• Solid knowledge of non‑life (composite) lines such as industrial fire and liability (excluding motor, life, health).
• Completed vocational training in insurance / Insurance Specialist (Versicherungsfachwirt) or a relevant degree.

Core Competencies

Demonstrates expertise in client acquisition and management within the insurance sector, particularly in non‑life lines. Proficient in utilizing OKR methodology for company development and process optimization.