Customer Advisor – Insurance Focus
ValueNet Group
full-time
Posted on:
Location Type: Remote
Location: Spain
Visit company websiteExplore more
About the role
- Provide personalized advice on financial wellbeing, insurance and retirement planning, with a particular focus on property insurance (P&C)
- Support clients by phone, in writing and virtually
- Independently handle customer inquiries and service processes
- Explain complex insurance and financial topics in a clear, understandable manner
- Actively contribute to the development of services and processes in the areas of pensions, insurance and financial wellbeing
Requirements
- Completed vocational training or a degree in the insurance field, or a banking qualification with relevant insurance experience
- Professional experience in customer or insurance advisory (B2C), preferably in property insurance
- Strong service and customer orientation
- Enjoyment of advisory work
- Confident user of IT systems, CRM tools and digital applications
- Independent, structured and responsible working style
- Excellent spoken and written German
Benefits
- Flexible working hours
- Modern office on Fuerteventura or remote work across the Canary Islands
- Workation perks: up to 4 weeks EU workation per year — including flight and accommodation if you choose Munich as your workation location
- 30 days of vacation
- Permanent contract and private supplementary health insurance
- Above-average salary compared to the national average
- Support with obtaining the NIE number and administrative procedures
- A friendly on-site team
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial wellbeinginsurance planningretirement planningproperty insurancecustomer advisoryB2C insurancepensions
Soft Skills
customer orientationadvisory workindependent workingstructured workingresponsible workingcommunication skills
Certifications
vocational training in insurancebanking qualification