Job offer

Private Insurance Specialist

Zürcher Kantonalbank is seeking an experienced specialist in private insurance for customer advisory services, product management, and process optimization in Zurich. The position requires at least three years of professional experience in the life insurance sector as well as a valid FINMA license.

Your tasks

  • Creating and Using Reports/Formats
  • Conducting customer consultations through to the completion of an insurance policy
  • Creating and comparing insurance products, including insurance customers
  • Include in product accounting and in products
  • Assist with drafting texts (or policies) and the
  • Identifying and Implementing Process Optimizations

Your profile

  • Insurance Broker (technical term for insurance and
  • Valid entry in the FINMA Insurance Intermediary Registry or VV Registry
  • At least 3 years of experience in customer service in the life insurance sector
  • Strong focus on customers, services, and projects
  • An independent, organized, resilient, and flexible individual
  • A dedicated, goal-oriented, resilient, and flexible individual
  • Excellent German language skills and, preferably, good English skills

Our offer

  • You'll become part of a motivated team that supports one another and fosters collaboration among equals.
  • Exciting responsibilities ranging from customer service to administrative tasks in a dynamic work environment.
  • A centrally located workplace in the most populous county.
  • Your personal development is important to us, and we'll support you along the way.
  • An attractive overall package with appealing benefits (including workplace meals, general meetings, sports, leisure activities, childcare, etc.)

Job details

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