Job offer
Specialist:in Insurance Private
The position of Private Insurance Specialist at Zürcher Kantonalbank involves providing insurance advice to private customers, administrative activities and product management. The position offers a varied combination of customer advice and administrative tasks in a motivated team.
Job description
Tasks
- Completing all administrative tasks in connection with the insurance portfolio
- Creating and sending reports/evaluations
- Conducting customer meetings up to the conclusion of the insurance policy
- Preparing and comparing insurance quotes, including sending them to and following up with customers
- Working in product accounting
- Collaboration in projects, support in creating test cases and testing our insurance system
- Identifying and implementing process optimizations
Requirements
- Insurance intermediary, insurance specialist with a federal certificate or financial planner with a federal certificate (a graduation requirement)
- Completed commercial apprenticeship at a financial institution desirable
- At least 3 years of experience in customer contact, in the life insurance sector an advantage
- Very good knowledge of German and preferably good knowledge of French
- Fair for data and figures
- High customer, service and team orientation
- Independent, precise and organized way of working
- Committed, goal-oriented, resilient and flexible personality
We offer
- You will be part of a motivated team that supports each other and looks forward to working with you
- Exciting tasks between customer service and administrative activities that bring variety to your everyday life
- A centrally located workplace in the lively Kreis 5 district with excellent transport links
- Your personal development is important to us and we look forward to supporting you in this process
- Attractive overall package with interesting fringe benefits and employee discounts (public transport, sports, leisure, childcare and much more)
Job details
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