Insurance

• Eigenverantwortliche Beratung eines zugeordneten Kundenstammes aus Gewerbe- und Industriekunden (Unternehmen ab ca. 50 Mitarbeitenden) in allen Kompositsparten (ausgenommen Kfz, Leben, Kranken)
• Pflege der Kundenbeziehungen und Übernahme der Rolle als erster Ansprechpartner für alle Kundenanfragen
• Durchführung von Renewal-Verhandlungen mit Versicherern sowie Ausschreibungen inklusive Bedingungsvergleichen
• Vorbereitung und bei Bedarf Teilnahme an Jahresgesprächen gemeinsam mit dem Außendienst (Geschäftsleitung)

Kundenberater, Innendienst – Komposit, Gewerbe & Industrie Versicherung

• Unterstützung internationaler Versicherer bei der Umsetzung von Transformations- und Digitalisierungsprogrammen
• Analyse von End-to-End Versicherungsprozessen sowie bestehenden IT- und Systemlandschaften
• Weiterentwicklung und Modernisierung von Kernversicherungsprozessen und Begleitung deren technischer und fachlicher Umsetzung
• Gestaltung von Lösungen an der Schnittstelle zwischen Fachbereich und IT
• Mitwirkung an Automatisierungs- und AI-Initiativen zur Effizienz- und Entscheidungsqualitätsteigerung in Versicherungsprozessen
• Verantwortung für Arbeitspakete oder Teilprojekte und enge Zusammenarbeit mit internationalen Projektteams und Kunden

Senior Consultant – Insurance Transformation

• Consider customers' individual needs and preferences and develop tailored insurance solutions
• Analyze insurance needs and assess risks
• Prepare contracts and manage claims settlement
• Work independently and take initiative
• Serve as a liaison between insurers and member companies
• Support the entire team and participate in projects

Dual Bachelor's Degree (B.A.) – Business Administration (Insurance)

• Durchführung von Online-Beratungen über Google Meet zu Themen wie Berufsunfähigkeitsabsicherung, Geldanlage, Altersvorsorge und Familienfinanzen.
• Vor- und Nachbereitung deiner Kundentermine , inklusive Erstellung klarer Empfehlungen.
• Analyse der finanziellen Ausgangssituation von Interessenten und Bestandskunden.
• Erstellung individueller Finanz- und Absicherungskonzepte , die zum Leben der Kunden passen.
• Pflege und Dokumentation aller relevanten Kundendaten in unserem CRM-System.
• Aktive Betreuung unserer Bestandskunden , inklusive regelmäßiger Check-ins zu Lebensereignissen und Optimierungsmöglichkeiten.
• Bearbeitung von qualifizierten Interessentenanfragen , die über Webinare, Empfehlungen oder unsere Website zu uns kommen – keine Kaltakquise.
• Enge Zusammenarbeit im kleinen Team , inkl. Austausch zu Fachfragen, Optimierung von Prozessen und Mitgestaltung einer modernen Beratungskultur.

Finanz- und Versicherungsberater, Festanstellung

• Conduct online consultations via Google Meet on topics such as occupational disability insurance, investments, retirement planning and family finances.
• Prepare for and follow up on client appointments, including producing clear recommendations.
• Analyze the financial starting point of prospects and existing clients.
• Develop individual financial and protection plans tailored to clients’ lives.
• Maintain and document all relevant client data in our CRM system.
• Provide active servicing of our existing clients, including regular check-ins regarding life events and opportunities for optimization.
• Handle qualified inbound inquiries generated via webinars, referrals or our website — no cold calling.
• Work closely within a small team, including exchanging expertise, optimizing processes and helping shape a modern advisory culture.

Financial and Insurance Consultant, Freelance

• The Global Head Sterility Assurance provides strategic leadership for sterility assurance and aseptic quality across the Novartis manufacturing network.
• This role leads Quality Assurance leaders and Senior Global Aseptic Processing Experts to ensure aseptic operations comply with cGMP requirements, health authority regulations, and Novartis Quality Manual and Policy standards.
• The role oversees sterility assurance performance across approximately 20–30 aseptic manufacturing sites, including Large Molecules, Aseptics, Advanced Therapies, and Radioligand Therapy platforms.
• It drives alignment, communication, inspection readiness, and sustainable compliance across the network.
• Key responsibilities include ensuring readiness for FDA and other health authority inspections, supporting compliance with evolving GMP expectations such as EU GMP Annex 1, tracking remediation actions, and preventing repeat observations.
• In partnership with Technical Operations and site Quality teams, the role also supports quality programs, aseptic project metrics, documentation standards, and continuous improvement initiatives.

Global Head – Sterility Assurance

• Independently advise an assigned portfolio of commercial and industrial clients (companies of approx. 50+ employees) across all property & casualty (P&C) lines (excluding motor, life, and health).
• Maintain client relationships and act as the primary point of contact for all client inquiries.
• Conduct renewal negotiations with insurers and manage tender processes, including policy/terms comparisons.
• Prepare and, when required, participate in annual review meetings together with the field sales team (management).

Customer Advisor (Internal Sales) – Commercial & Industrial Insurance

• Conduct online consultations via Google Meet on topics such as occupational disability insurance, investments, retirement planning and family finances.
• Prepare and follow up on client appointments, including drafting clear recommendations.
• Analyze the financial situation of prospects and existing clients.
• Develop tailored financial and protection plans that fit clients' lifestyles.
• Maintain and document all relevant client data in our CRM system.
• Proactively manage our existing clients, including regular check-ins on life events and potential optimization opportunities.
• Handle qualified inbound leads generated via webinars, referrals or our website — no cold calling.
• Collaborate closely within a small team, including exchanging professional expertise, optimizing processes and shaping a modern advisory culture.

Freelance Financial and Insurance Consultant

• Independently advise an assigned portfolio of commercial and industrial clients (companies with approx. 50+ employees) across all property & casualty (P&C) lines (excluding motor, life, and health)
• Maintain customer relationships and act as the primary point of contact for all client inquiries
• Conduct renewal negotiations with insurers and manage tenders, including policy/terms comparisons
• Prepare and, when required, participate in annual review meetings together with field sales (executive management)

Customer Advisor (Internal Sales) – Property & Casualty, Commercial & Industrial Insurance

• Collaborate on cross-departmental projects and further develop internal processes
• Record claims by phone and provide support to customers, partners, and repair shops
• Process incoming and outgoing invoices, insurance reimbursements, and payment workflows
• Assess damages and liability, decide on claim settlement, and coordinate with insurers
• Manage repair shop and insurance handling, including obtaining insurer approvals, inspections, and repair authorizations

Commercial Employee, Claims and Risk Management

• Telephone intake and handling of motor vehicle and property damage claims
• Coordination and management of incoming claims
• Competent, solution-oriented support for our customers
• Handling general administrative tasks
• Documenting customer enquiries in the system

Insurance Customer Advisor

• Independently advise an assigned portfolio of commercial and industrial clients (companies from approximately 50 employees) across all non-life lines (excluding motor, life, and health)
• Maintain client relationships and act as the primary point of contact for all client inquiries
• Conduct renewal negotiations with insurers and manage tender processes, including comparisons of policy terms and conditions
• Prepare for and, when required, participate in annual review meetings together with field sales (executive management)

Customer Service Advisor (Internal) – Commercial & Industrial Insurance

• Independently advise an assigned portfolio of commercial and industrial clients (companies with approx. 50+ employees) across all property & casualty (P&C) lines (excluding motor, life, and health)
• Maintain customer relationships and act as the primary point of contact for all client inquiries
• Conduct renewal negotiations with insurers and manage tenders, including policy/terms comparisons
• Prepare and, when required, participate in annual review meetings together with external sales (management)

Customer Consultant (Internal Sales) – P&C, Commercial & Industrial Insurance

• Independently advise an assigned portfolio of commercial and industrial clients (companies with approx. 50+ employees) across all composite lines (excluding motor, life and health)
• Maintain and develop client relationships and act as the primary contact for all client inquiries
• Conduct renewal negotiations with insurers and manage tender processes, including comparisons of policy terms and conditions
• Prepare and, when required, participate in annual review meetings together with field sales/management

Customer Advisor (Internal Sales), Composite Lines – Commercial & Industrial Insurance

• Specialist support for industrial clients in the Liability line — providing expert support to national and international clients on all contractual and technical matters in close cooperation with the international team
• Review of existing policies and analysis of the current risk situation
• Placement and renewal of contracts and insurance programs
• Correspondence and negotiations with clients, insurers and other partners
• Active support for the sales team, e.g. through client-specific tenders and the development of tailored insurance solutions
• Claims handling and coordination

Specialist – Industrial Liability Insurance

• Overall responsibility for all test phases and testing activities, including planning, control, and evaluation
• Development and documentation of test strategies and test concepts in close coordination with all relevant stakeholders
• Participation in defining project scope, timelines, and risk assessments
• Estimation of effort and resources within the testing domain
• Leadership and coordination of test teams and management of test execution
• Responsibility for defect management and follow-up on bug fixes
• Preparation and presentation of test reports and status updates for internal and external stakeholders
• Identification and assessment of risks in the testing process and derivation of appropriate countermeasures
• Support for pre-sales activities and participation in proposal processes
• Continuous improvement of testing methods, processes, and tools
• Active sharing of best practices and knowledge within the team

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