0Insurance Service Clerk in the Office (m/f/d)
beINsure Finanzberatung Inh. Richard Stegmeir | Germany | 86xxx Augsburg | Permanent position | Full time | Published since: 30.03.2026 on stepstone.de

Insurance Service Clerk in the Office (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


We are a modern, independent financial consulting company in the heart of Augsburg. Our task is to support people in their financial decisions with expertise, transparency and advice. Whether investments, pension plans or savings plans – we are always on our side with a best-advice approach that serves exclusively their interests – without sales pressure and with the highest quality standards. .

Your tasks • Your profile • What we offer

In our office in the city centre of Augsburg you will find a team that lives financial advice at the highest level. We are now looking for a long-term reinforcement for the following activities: Advising and supporting existing customers in the internal service on insurance and financial products Creation, processing and management of insurance applications, contracts and policies Procurement and tracking Processing of performance and damage cases in coordination with customers and insurers Maintenance and updating of customer data in the CRM system Support for technical questions and preparation of customer appointments General correspondence (phone, written, digital) with customers and insurers

a completed training as a merchant for insurance and finance (m/w/d) or a comparable qualification minimum. 3 years of professional experience Good market knowledge in the fields of property, life and health insurance Safe handling of MS Office, ideally experience with Blaudirekt, Morgen & Morgen and Honorary Concept Embossed customer orientation, communication strength and organizational skills Self-employed, structured and careful working and team skills Why we look forward to you: Because you want to enrich the financial world with your expertise and personality. Because you want to become part of a team that lives trust, transparency and excellent service. And because you know: financial advice is more than just numbers – it's about people.

high quality workplace in modern premises in the centre of Augsburg Use of advanced CRM systems and comparison computers attractive remuneration models and transparent development possibilities Training opportunities up to recognised qualifications a professional, collegial team and a pleasant working environment

Location

ava beINsure Finanzberatung Inh. Richard Stegmeir
86150  Augsburg
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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