Bundesinstitut für Berufsbildung (BIBB)

Designation of occupation

Insurance Management Assistant (m/f)

Recognized by ordinance of 22 July 2002 ( BGBl. I, p. 2795)

Duration of traineeship

3 years

The venues for training are company and part-time vocational school (Berufsschule)

Field of activity

Insurance Management Assistants work mainly for insurance companies or as self-employed insurance agents or insurance brokers.

They can also work in business enterprises in industry and trade, in banks and other financial institutions and service enterprises. They advise and support private and business customers in questions of providing cover for personal, property and pecuniary risks, old age provision and insurance as well as the financing of real estate and investments.

Occupational skills

Insurance Management Assistants

• have the skills to advise and support customers and interested parties according to the given situation
• analyse the customer's individual need for insurance protection and investments
• emphasise the product benefits for the customer and make offers
• carry out risk assessments and decide on application acceptance
• conclude contracts, taking into consideration basic legal conditions
• make alterations to contracts
• carry out measures for insurance policy maintenance and contract retention
• assess benefit cases and determine the amount of benefit
• use the instruments of accountancy and the results of controlling in their activity
• work in a team, process and project-oriented manner
• use current information and communications technology systems
• make use of presentation technologies
• independently plan and organise work processes

Last modified on: December 12, 2006