Insurance Specialist (m/f/d)

Experts Group International; München; Hybrid; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Experts Group International in Munich is seeking an experienced Insurance Specialist to manage insurance activities across its investment portfolio, collaborating with deal teams, brokers, underwriters and providers. The role focuses on reviewing terms in acquisition agreements, developing risk mitigation strategies, securing coverage, and contributing to portfolio value during the investment lifecycle.

Candidates should have at least five years in insurance brokerage, underwriting or risk

Qualifications

• Fluency in German and English is required.
• Degree or apprenticeship in insurance-related field with strong results.
• Minimum of 5 years in insurance brokerage, underwriting or risk management.
• Strong knowledge of insurance products, coverage types and risk assessment.
• Ability to conduct insurance due diligence in M&A transactions.
• Analytical, problem-solving skills with an entrepreneurial mindset.

Responsibilities

• Review and negotiate insurance terms in purchase agreements and M&A transactions.
• Develop insurance strategies to mitigate risks and create value across the investment lifecycle.
• Coordinate with brokers, underwriters and carriers to secure coverage for portfolio companies.
• Monitor market trends, regulatory developments and emerging risks.
• Support administration and renewal of insurance policies for holding operations.
• Contribute to improving portfolio-wide insurance risk management practices.

Skills

German fluency

English fluency

Analytical skills

Communication skills

Negotiation skills

Education

Apprenticeship or Bachelor’s degree in Insurance / Risk Management / Finance / Business Administration

Tools

Microsoft Office

Job description

About The Role

Job Title: Insurance Specialist (m/f/d)

Location: Munich, Germany

Industry: Private Equity / Insurance / Risk Management / Mergers & Acquisitions (M&A)

Job Function: Insurance Management / Risk Management / Investment Portfolio Management

Employment Type: Hybrid

We are seeking an experienced Insurance Specialist to join a leading international private equity investment company focused on acquiring, developing and repositioning medium-sized businesses across various industries.

The successful candidate will be responsible for managing insurance-related activities across the company’s investment portfolio, working closely with internal deal teams, insurance brokers, underwriters and insurance providers. You will play a key role in reviewing insurance terms within acquisition agreements, developing risk mitigation strategies, securing appropriate insurance coverage and identifying opportunities to enhance portfolio value throughout the investment lifecycle.

This is an excellent opportunity for an insurance professional with at least five years of experience in insurance brokerage, underwriting or risk management. The role offers exposure to international M&A transactions, strategic investment activities and portfolio risk management within a fast-paced private equity environment, alongside opportunities for professional development and international collaboration.

Key Responsibilities

• Collaborate with internal deal teams to review and negotiate insurance-related terms within purchase agreements and M&A transactions.
• Develop and implement insurance strategies to mitigate risks and identify value creation opportunities throughout the investment lifecycle.
• Coordinate with insurance brokers, underwriters and insurance carriers to secure appropriate insurance coverage for portfolio companies.
• Monitor insurance market trends, regulatory developments and emerging risks to identify opportunities for portfolio optimisation.
• Support the administration and renewal of insurance policies for the company’s holding operations.
• Contribute to improving insurance-related risk management practices across the investment portfolio.

Your Profile

• Business fluency in German and English is essential.
• Completed apprenticeship or Bachelor’s degree in Insurance, Risk Management, Finance, Business Administration or a related discipline, with outstanding results.
• Minimum of 5 years of experience within the insurance industry, particularly in insurance brokerage, underwriting or risk management.
• Strong understanding of insurance products, coverage types and risk assessment practices.
• Ability to conduct insurance due diligence and negotiate insurance-related terms within mergers and acquisitions (M&A) transactions.
• Strong analytical and problem-solving skills, with an entrepreneurial mindset and a hands-on approach.
• Proficiency in Microsoft Office applications.
• Excellent communication skills, with the ability to present information clearly, concisely and professionally.
• Willingness to travel up to 20% as part of the role.
• Ability to work effectively within an international business environment.