Job offer
Gestionnaire prévoyance individuelle
As a Gestionnaire Prévoyance individuelle at BCVS, you will be responsible for managing individual pension events for clients and working closely with external partners. Your tasks will include managing customer accounts, processing pension contracts and communicating with customers and external partners.
Job description: Gestionnaire prévoyance individuelle
Tasks
- Management of events in connection with individual pension provision for our clients (e.g. access to property, disability, divorce, relocation abroad, repurchase of contribution years, etc.)
- Management of customer accounts (savings 3 and free passage) and bancassurance contracts under own responsibility
- Regular exchange with external partners (pension funds, guarantee funds, substitute institutions, auditing bodies, supervisory authorities)
- Participating in the operational management of BCV's savings and free passage funds and in the preparation of annual financial statements
- Ensuring the quality and speed of dossier processing
- Supporting internal and external customers and providing useful information
Requirements
- Commercial training with specialization and experience in the field of individual pensions, certificate or diploma (an advantage)
- Good knowledge of German
- Ability to set priorities and work independently
- High demands on quality and precision of work
- Pragmatic and rigorous personality with a constructive approach to improvement and natural communication skills
We offer
No specific benefits or offers mentioned in the text.Job details
Training opportunities powered by skillaware.