Barcelona City Council | Capital humàBarcelona City Council website

Home  > Job profiles

 

 Send

Enviar


Regulations

In compliance with Organic Law 15/1999, of 13 December, under the Personal Data Protection Act, we inform you that data collected will form part of an automated file, under the ownership of BARCELONA ACTIVE SPM S.A., with registered office at 162-164 Calle Llacuna, Barcelona, with the aim of managing enrollments and of informing of the company's activities and services within its field of action. You will be able to exercise access rights, rectification, cancel cancellation and/or opposition via written communication to the Legal Services of BARCELONA ACTIVE SPM S.A. at the aforementioned address.

 
Get to know this occupation

Description

This is the person responsible for managing, coordinating and training professionals who sell insurance and/or pension funds. Reporting to the company's Finance Director or Regional Manager, the inspector is in charge of creating, consolidating and expanding the network of exclusive agents. They also inspect the risks of complex insurances or pension funds and provide support to the product development areas in relation to the design, development and implementation of new insurance and pension fund products.

Tasks

  • To manage the company's insurance policies or pension funds, i.e., to purchase the insurance, monitor and attend to the claims of the client portfolio.
  • To supervise the company's commercial objectives by checking that the set objectives are in line with the market's reality and, if necessary, propose corrective actions.
  • To direct, coordinate and manage, on a daily basis, the tasks of the assigned team (insurance and pension fund agents) in order to generate business in their sphere of activity.
  • To attract new clients in order to offer them advice on insurance through sales visits.
  • To market insurance for different sectors with a view to promoting the company's business, like, for example, car dealerships, garages, hotels,
    construction and civil engineering companies, freight transport companies, etc.
  • To support the areas that develop insurance and pension fund products with regard to their design, creation and implementation.
It should be mentioned that this task description corresponds to the professional profile of the insurance and pension fund inspector at private companies, normally insurance companies. Tasks associated with the described profile are not those related to control and management, which are carried out, for example, by the insurance inspector affiliated with the Ministry of Economy and Finance.




Quick access and copyright:

Centre per al desenvolupament professional Porta22
Convent de Sant Agustí
Ca n'Andalet

Barcelona Treball (Porta22)
+34 934 019 899
bcn.cat/treball

Barcelona Activa Headquarters
Llacuna, 162-164
08018 Barcelona
+34 934 019 777
bcn.cat/barcelonactiva

Generalitat de Catalunya
Unió Europea FEDER
Unió Europea FSE