Expert (tous genres) Entreprises - Région Vevey - temps plein ou partiel — Helvetia Versicherungen

Full description

Customer advice – Sales Occupancy rate: 50-100% Workplace: Experience level: With professional experience FlexOffice: on site Together, let us redefine standards and shape the future: your role in us is not limited to dealing with tasks. You work with people who take on responsibilities, have great ambitions, and have the courage to explore new ways. You'll find an environment where trust and performance go hand in hand. Here we rely on you to bring your ideas, take initiatives and contribute actively. This gives you the opportunity to really move things for our clientele, your team and your personal development.

What you bring

• As a business customer advisor, you provide overall support to SMEs and other business clients in the areas of business insurance, liability, personal insurance and special insurance. You analyse operational risks, develop insurance solutions tailored to your needs and accompany your customers in the long term as a competent contact person.
• You perform in-depth risk analysis with existing and potential business clients, develop customized insurance concepts and ensure sustainable coverage of operational risks.
• You observe the corporate customer market, identify potentials and acquire new customers in a targeted way. You implement defined market development strategies and systematically develop your customer portfolio.
• You actively maintain existing relationships, build long-term partnerships and position yourself as a reliable interlocutor for all insurance issues in the business field.
• You work closely with subscription, claims management and internal experts to ensure optimal solutions and high quality service for your customers.

Your profile

• You have a solid training or university curriculum as well as several years of extensive experience in the insurance sector, ideally in the field of corporate clients.
• You act entrepreneurially, show initiative and take pleasure in actively contributing to the development of the business sector at the Vevey General Agency, while collaborating with various internal and external interlocutors.
• You are an excellent communicator or communicator and you know how to convey complex subjects in a clear, understandable and convincing way.
• You have a strong sense of numbers, you think in a cross-cutting and analytical way, and you have a great capacity for organization and planning.
• The sustainable satisfaction of your business clients is at the heart of your concerns. You identify needs, develop adapted solutions and long-term customer relations.
• Ideally, you live in the Vevey area, in the customer sector.

Your contact

Magali KnoflachRecruiting Partner What we propose

Old age insurance

Higher-than-average old-age pension benefits Programme of actions: Purchase of shares on preferential terms

Fleet rebates

Favourable conditions for the purchase or leasing of vehicles Health promotion: A broad offer for health promotion

Training and development

Attractive training and development opportunities for your personal development Does that seem like the environment you need?

A collaboration that advances

We believe in equal collaboration, involving mutual trust, with people who want to take responsibility. The diversity of perspectives helps us find better solutions, both for our clients and for our teams.

Gianluca gives five tips for success in external service.

Gianluca Lombardi is an excellent customer advisor at Helvetia – And that's no coincidence. He summarizes his experiences and expertise in consulting clients and selling insurance solutions in five interesting tips, which can be as useful to existing advisors as to novices.

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