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Insurance Services Lead

solarisbank.com Logo

Solarisbank

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Location:
Germany , Berlin

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Solaris is a tech company with a full German banking license. Our Banking-as-a-Service platform enables businesses to offer their own financial products. With our straightforward APIs, our partners can access and integrate a wide range of solutions such as digital banking, payments, cards, identification and lending services. As a market leader we are driven by bringing transformational change to the financial services industry.

Job Responsibility:

  • Process Establishment & Compliance: Establish, maintain, and monitor mediation and advisory processes to ensure strict compliance with legal information, advisory, and documentation duties (in accordance with § 34d GewO and VersVermV)
  • Ensure all advisory workflows are consumer-friendly and meet regulatory transparency standards
  • Product Expertise & Knowledge Management: Act as the primary Subject Matter Expert (SME) for all insurance products linked to the ADAC portfolio (including travel insurance packages and Payment Protection Insurance - PPI)
  • Ensure relevant employees master specific feature sets and exclusions of these insurance products through regular training and knowledge checks
  • Advisory Quality & Documentation: Guarantee that the assessment of customer "needs and wishes" is properly conducted and documented for every relevant interaction, ensuring audit-proof records even for standardized bundled products
  • Perform regular quality assurance reviews on advisory documentation
  • Conflict of Interest Management: Establish and monitor mechanisms to detect, avoid, and disclose potential conflicts of interest arising specifically from the combination of credit card products and insurance add-ons
  • Ensure ongoing compliance with consumer protection regulations regarding bundling and cross-selling
  • Continuing Education Management (IDD): Ensure personal compliance with the mandatory annual continuing education requirement of 15 hours per calendar year
  • Oversee and document the completion of these mandatory training hours for all relevant staff members involved in insurance distribution

Requirements:

  • Recognised proof of “Sachkunde” for insurance mediation/advice (as per §34d GewO and VersVermV/§5 VersVermV)
  • Fluent in German (C2 - mandatory for legal documentation) and English (Business fluent)
  • Deep knowledge of the German Insurance Mediation Ordinance (VersVermV) and Insurance Distribution Directive (IDD)
  • Experience with credit card-linked insurance products (e.g., PPI, Travel)
  • Ability to interpret complex insurance regulations and translate them into operational processes
  • Ability to explain complex insurance terms to non-expert staff and stakeholders
  • High ethical standards regarding consumer protection and conflict management
  • Identify regulatory risks in product bundles before they become issues
What we offer:
  • Flexible working model: Full-time or part-time possible
  • Home office budget
  • Learning & development budget of €1000 per year and a transparent growth framework to support your career goals
  • Competitive salary
  • Monthly meal allowance
  • Deutschland ticket subsidy
  • 28 vacation days, increasing by 2 days after 2 years and 3 days after 3 years with Solaris
  • Opportunity to work abroad for up to 12 weeks per year

Additional Information:

Job Posted:
December 26, 2025

Work Type:
Remote work
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