Job offer
**Social security specialist (m/f/d) BVG/1e**
Liberty Vorsorge is looking for a team-oriented and service-minded person for its Seewen-Schwyz location to handle customer inquiries and processes in the area of occupational and individual pension plans. The position includes preparing quotes, assisting customers, and processing customer inquiries.
Job description
We are looking for a team-oriented and service-oriented person for our Seewen-Schwyz location asTasks
- Preparation of offers and conclusion of contracts for BVG and 1e
- Supporting clients in the opening, mutation or payout process (BVG and 1e)
- Processing and shipping of contract documents and their follow-up
- Responsible for the correct and timely processing of customer inquiries
- Processing of account and custody account openings and recording of strategy changes
- Processing of changes (entries and exits, salary and plan changes, etc.)
- Processing of purchases, vested benefits, etc.
- Preparation of calculations (purchasing potential, separation/feasibility statements, etc.)
- Independent troubleshooting for special questions or problematic cases
- Coordination and cooperation with other departments in connection with customer inquiries and customer-related topics
- Further development of services and processes
- Collaboration on projects
Requirements
- Completed commercial training (E or M profile)
- Experience in pension and collective foundation business, brokerage, banking or insurance, or in a comparable service sector involving customer contact
- Confident and fluent written and spoken German, foreign language skills a great advantage
- Strong organizational skills and proactive approach to work
- Quick comprehension and high learning ability
- Structured approach with high quality standards
- Team player who enjoys working in a motivated team
- Calm and composed even in stressful situations
We offer
- Varied work with exciting tasks in a dynamic team
- KTG and UVG premiums are financed 100% by the employer
- Active promotion of your professional development
- Free coffee, tea, mineral water etc.
- Free parking directly on site
- Various employee events
Job details