Experte (m/w/d) Unternehmenskunden Versicherung Generalagentur Schwyz Teilzeit/Vollzeit — Helvetia Versicherungen

Full description

Customer Consulting – Sales Pensum: 50 - 100% Workplace: Experience level: With professional experience FlexOffice: on site Setting new standards together and shaping the future – for us, that means more than just ticking off tasks. Here you work with people who take responsibility, have high standards, and bring the courage to break new ground. With us, you will find an environment where trust and performance go hand in hand and your ideas, initiative, and contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development.

What you achieve As a corporate client advisor, you holistically advise SMEs and other corporate clients in the areas of property, liability, personal, and specialized insurance. You analyze business risks, develop needs-based insurance solutions, and accompany your customers long-term as a competent contact person. You conduct sound risk analyses for existing and potential corporate clients, develop tailor-made insurance concepts, and ensure sustainable protection of operational risks. You observe the market in the corporate client business, identify potentials, and actively acquire new corporate clients. In doing so, you implement defined market processing strategies and systematically develop your customer portfolio. You actively maintain existing customer relationships, build long-term partnerships, and position yourself as a reliable contact person for all insurance matters in the corporate environment. You work closely with underwriting, claims management, and internal technical experts to ensure optimal solutions for your customers and guarantee a high quality of service.

What you bring You have a sound education or degree as well as several years of in-depth professional experience in the insurance industry, ideally in the corporate client business. You act entrepreneurially, bring initiative, and enjoy actively helping to shape the corporate client business at the Schwyz General Agency as well as working with various internal and external stakeholders.

• You are an excellent communicator and know how to convey complex issues clearly, comprehensibly, and persuasively.
• You have a strong understanding of numbers, think in an interconnected and analytical manner, and bring high organizational and planning strength.
• The sustainable satisfaction of your corporate clients is at the center of your focus. You recognize needs, develop suitable solutions, and cultivate long-term customer relationships.

Your contact Ruedi Müller Recruiting Partner

What we offer

• Retirement provision: Above-average benefits in retirement provision
• Share program: Acquisition of shares at preferential conditions
• Fleet discount: Attractive conditions when purchasing or leasing vehicles
• Health promotion: Extensive range of health promotion services

Training and Continuing Education Attractive training and continuing education opportunities for your personal development

Sounds like an environment that suits you?

Collaboration that makes a difference We believe in collaboration on an equal footing, mutual trust, and people who want to take responsibility. Different perspectives help us develop better solutions – for our customers just as much as for us as a team.

Gianluca gives five tips for success in field service Gianluca Lombardi is a successful customer advisor at Helvetia – and that is no coincidence. He summarizes his experiences and know-how in customer consulting and the sale of insurance solutions into five concise tips. These can be of interest both to existing customer advisors and career changers.

Requirements

• Completed professional education or university degree

• Several years of in-depth professional experience in insurance, ideally corporate clients

• Entrepreneurial mindset with strong personal initiative

• Excellent communication skills with persuasive power

• Strong affinity for numbers and analytical thinking

• High level of organizational and planning skills

• Customer-centric focus with dedication to long-term relationship building

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