Specialist:in Insurance Private — Zürcher Kantonalbank
NewCHF 73'500 - 111'500
Zürcher Kantonalbank · Zürich (ZH)
- Location
- Zürich
- Contract
- part-time
- Posted
- 2 days ago
SalaryCHF 73'500 - 111'500
Role overview
Specialist:in Insurance Private 80%
It is responsible for the insurance consulting of private customers with domicile Switzerland and works closely with our sales department, the cantonal banks and our insurance partners.
Furthermore, we do the entire policy life cycle incl.
- Specialist:in Insurance Private 80%
- It is responsible for the insurance consulting of private customers with domicile Switzerland and works closely with our sales department, the cantonal banks and our insurance partners.
Application process
- 100% | Product and channel management | Zurich | Experienced professionals Apply online now The private insurance team at Zürcher Kantonalbank is an unbound insurance intermediary.
- If so, we look forward to your full application. Your tasks
- Written and telephone answers to customer inquiries as well as inquiries from our sales department, cantonal banks and insurance partners in German and French
- Completion of all administrative activities related to the insurance portfolio
- Preparation and sending of reports/evaluations
- Holding customer meetings up to the conclusion of insurance
- Preparation and comparison of insurance offers incl. Shipping to and follow-up with customers
- Collaboration in product accounting and projects
Additional details
- If so, we look forward to your full application.
- Preparation and comparison of insurance offers incl. Shipping to and follow-up with customers
- Insurance intermediary:in VBV, insurance specialist with a Federal professional card or financial planner:inmit eidg. Professional card (a degree requirement)
Notes and original content
- Your tasks
- Preparation and comparison of insurance offers incl.
- Shipping to and follow-up with customers
- Insurance intermediary:in VBV, insurance specialist with a Federal professional card or financial planner:inmit eidg.
- Professional card (a degree requirement)