Experienced Customer Advisor (m/f/d) Insurance for Existing Customer Portfolio Einsiedeln — Helvetia Versicherungen
- Location
- Einsiedeln
- Contract
- full-time
- Posted
- 85 days ago
Role overview
You want to use your experience in customer consulting specifically and to maintain and develop an existing customer portfolio in the long term?
Then we offer you attractive conditions, a lot of independence and interesting development opportunities at the main agency Einsiedeln.
You take over an established and extensive customer portfolio from the beginning, which offers you a very attractive starting point for your activity.
- You want to use your experience in customer consulting specifically and to maintain and develop an existing customer portfolio in the long term?
- Then we offer you attractive conditions, a lot of independence and interesting development opportunities at the main agency Einsiedeln.
- Consulting & support with a vision: You provide competent and committed private and corporate clients with all insurance issues and develop tailored solutions for individual needs.
- Thanks to our wide product range, you provide holistic advice to your customers – from property insurance to pension and banking products to mortgages.
Main responsibilities
- Consulting & support with a vision: You provide competent and committed private and corporate clients with all insurance issues and develop tailored solutions for individual needs.
- Thanks to our wide product range, you provide holistic advice to your customers – from property insurance to pension and banking products to mortgages.
- As an experienced customer consultant: you are there when it comes to it.
- Long-term support of your customer base: You take over an established and extensive customer base from the beginning.
- Your focus is on professional, long-term support and the sustainable development of existing customer relationships.
- The acquisition of new customers is targeted and complementary, especially through recommendations and existing customer relationships.
- Marketing & Sales support: With fresh ideas you support selected marketing activities of the main agency and participate in trade fairs and regional events in and around Einsiedeln in order to maintain the existing network and strengthen it further.
- Always at the heart of the time: through targeted and demand-oriented further training, you will remain up to date with the latest technical developments and ensure a high level of consulting expertise. Requirements:
- Experience & Expertise: You have several years of professional experience as a customer consultant:in the insurance industry and bring with you sound expertise in the care of private and corporate customers.
- Communication talent: people inspire and win – that's in your blood.
Additional details
- Always at the heart of the time: through targeted and demand-oriented further training, you will remain up to date with the latest technical developments and ensure a high level of consulting expertise.
Notes and original content
- Requirements:
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
Helvetia Versicherungen lists CHF 69'500 - 106'000 gross per year for this position in Einsiedeln. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Helvetia Versicherungen offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Helvetia Versicherungen during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Schwyz?
EU/EFTA residents living in the border zone of the country adjoining Canton Schwyz can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Schwyz's cantonal migration office or with HR during the application.
How do I apply for this position at Helvetia Versicherungen?
Use the "Apply now" button on this page — it links directly to Helvetia Versicherungen's original listing at jobs.helvetia.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
