Employee: Support Pension Brokerage (BVG, KTG, UVG, UVGZ)

Tasks

As an employee in Support Pension Brokerage (BVG, KTG, UVG, UVGZ), you can expect the following tasks:

• Advising clients during the start-up phase
• Responding to verbal and written inquiries from customers, providers, and internal departments
• Preparation of correspondence, quotations, tenders, evaluations, and presentations
• Management of mandate administration, control and processing of provider invoices, and preparation of customer invoices
• Handling daily administrative tasks
• Participation in internal working groups and projects

Requirements

For this position, we are looking for a person with the following profile:

• Completed basic commercial training (banking or insurance advantageous)
• Completed broker examination (VBV) or certified financial advisor (IAF)
• At least two years of experience in the field of BVG and group insurance
• Very good knowledge of Microsoft Office applications
• Independent, responsible, and quality-conscious approach to work
• Flexible and team-oriented personality
• Knowledge of English is an advantage

We offer

We offer you:

• A vibrant culture of togetherness, courageous, connected, and on equal footing
• The opportunity to take the next step with us personally and professionally as part of this role
• An employer that takes care of its employees and invests in them
• A centrally located, easily accessible, and attractive workplace in the heart of Zurich with the opportunity to organize your work flexibly (hybrid).
• An attractive salary package with extensive fringe benefits and employee perks