Regional Head of Insurance – Housing Sector – Southern Region

Responsibilities

• New client acquisition: You proactively approach potential clients in the housing sector, present our portfolio and acquire new customers for long-term collaboration.
• Existing client management: You advise housing companies on existing and new insurance contracts, with a focus on building, property and liability insurance as well as other corporate insurance products.
• Networking: You work closely with the sales teams of our other product areas and leverage this network to drive your sales success.
• Fee-based consulting: You support insurance analyses and risk‑optimization projects — from analysis of the housing company to development of recommendations and presentation to the client.
• Insurance concepts: You develop structured insurance solutions and present them convincingly to managing directors and boards.
• Claims processes: You understand your clients' claims handling workflows and can explain and optimize digital processes and integration/interface topics with other systems.
• Events: You represent Dr. Klein Wowi Finanz at industry and specialist events and actively maintain your regional network.

Requirements

• Qualification: Insurance clerk or equivalent (m/f/d), ideally with further qualification as a Versicherungsfachwirt (insurance specialist) — required for advisory services under §34d VVG.
• Experience: Several years of professional experience in corporate client business or broker business with a focus on property and liability insurance.
• Experience in the housing sector is a plus but not mandatory.
• Sales skills: You proactively approach people, build contacts (also at events) and convince with both professional expertise and personal presence.
• Empathy & relationship orientation: You have a good feel for your interlocutors, listen attentively and build trust with clients and within the team.
• Self‑organization: You work independently from a home office, structure your sales activities and keep an overview even when handling multiple parallel projects.
• Communication: Confident demeanor when dealing with managing directors and boards; negotiation-level German (C2).
• Travel willingness: Willingness to travel regionally within Baden-Württemberg, Bavaria and Rhineland-Palatinate.
• Technical affinity: Willingness to understand digital tools and ERP interfaces and to explain them during client conversations.

Core Competencies

Demonstrates expertise in client acquisition and management within the insurance sector, focusing on building, property, and liability insurance. Proficient in developing structured insurance solutions and optimizing claims processes while maintaining strong relationships with clients and stakeholders.