Customer Service Representative

Job Description

• Customer Service Representative: Insurance Brokerage, Occupational Pension Plans
• 80%–100% (job sharing available)
• Sales and Customer Service
• Zurich
• Experienced professionals

Responsibilities and Role

• As an independent insurance brokerage, we advise and assist small and medium-sized businesses on all matters related to occupational pension plans (BVG, KTG, UVG, UVG2).
• Together, we want to provide our customers with reliable and independent support and long-term service.
• From the very beginning, you'll have the opportunity to take on responsibility, contribute your experience, and continue to grow.

Your profile

• Completed business training or a banking or insurance program (FH/1)
• Completed basic business training (in banking or insurance)
• Completion of continuing education, ideally in the field of preventive care (university of applied sciences, higher education institution)
• Completion of continuing education, ideally in the field of financial planning (Certified Financial Advisor with a focus on: investment counseling, advanced vocational school, EMBA, UVG/2)
• Completion of a continuing education program with a specialization leading to a professional certification
• In-depth knowledge of the pooled foundation sector is an asset
• Excellent knowledge of pension plans (BVG) and personal injury insurance (KTG/UVG), as well as in-depth market knowledge in the area of group pension funds, is a plus
• An independent, responsible, and quality-conscious approach to work
• An independent, responsible, and quality-conscious approach to work
• Enjoyment of customer interaction and strong skills in negotiation and presentation
• Customer-oriented, motivated, and a team player
• The Joy of Negotiating
• A flexible and team-oriented person
• Proficiency in German; business-level proficiency in English and/or French
• Good knowledge of French

We offer

• We work in a vibrant, team-oriented culture—courageous, connected, and on equal footing.
• We tackle even the most challenging tasks and can count on the mutual support of our team
• The opportunity to take the next step with us—both personally and professionally—as part of this assignment
• An employer who cares for her employees and also promotes work-life balance
• A centrally located, easily accessible, and attractive workplace
• The ability to organize your work flexibly (hybrid)
• An attractive salary package with extensive benefits and the potential to achieve your goal: a one-of-a-kind compensation package with
• A job in the Swiss market
• A centrally located, easily accessible, and attractive workplace
• From A for "Retirement Planning" to Z for "ZooTickets"