Specialist:in Insurance Private

Job description

Specialist:in Insurance Private 80% - 100% | Product and Channel Management | Zurich | Experienced professionals

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 dispatch 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 (one qualification required)
• Completed commercial apprenticeship at a financial institution desirable
• At least 3 years of experience in customer contact, in the area of life insurance 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)