Sachbearbeiter berufliche Vorsorge (BVG) DE/FR im CRM Services (m/w/d) — Zurich Insurance

Full description

136627 | 80 - 100% | Oerlikon, Zurich | Hybrid

Are you interested in occupational provision and would you like to develop further in this area? Do you enjoy working in a dynamic, multilingual team and offer our customers excellent, solution-oriented advice?

As a professional pension manager (BVG) DE/FR in CRM Services, you will strengthen Zurich Switzerland’s Life, Customer & Distribution Management CLP in the area of Customer Relationship Management & Romandie, CRM Services and make an important contribution to our joint success.

In this function, you are the central contact person for our customers as well as external partners for occupational provision. You advise and support them in all questions regarding occupational pensions and make complex topics understandable. Together with your dynamic, multilingual team in Oerlikon, you will support your customers throughout the entire lifecycle of their contracts and ensure a high quality of service.

This is what awaits you

• You directly and personally support the major BVG customers assigned to you in the collective foundation business – comprehensively over the entire life cycle of the contract.
• You process contract mutations (new business, takeovers, plan changes, etc.) as well as mutations of the destinataries (entry, exit, divorce, home ownership, etc.).
• You actively support the sales and sales units such as Customer Relationship Manager, brokers and agencies in technical issues.
• You will coordinate with other teams in the field of collective living as well as other internal areas such as IT, financial accounting, service and legal services, so that the processes for our customers work smoothly.

This sets you apart

• Successfully completed training in the insurance industry (VBV certification of advantage) or relevant professional experience supplemented by further training in the field of occupational pensions or related topics (advantageous).
• Strong customer orientation and the ability to explain complex issues in an understandable way and present solutions
• Strong implementation capability and the ability to drive forward projects efficiently and purposefully
• Teamwork and enjoyment of working with different stakeholders
• Very good knowledge of French and stylish German
• Good English skills are advantageous Other language skills are advantageous

Good to know

Part-time or full-time: 80 - 100%

Place of work: Oerlikon, Zurich

Job: from now on or by agreement

travel activity: not regular travel activity

• Participation in 3-4 events per year

Hybrid work: up to 40%

Everything about your application

You can apply directly to us online in a first step – you only need your CV. More information about the application process can be found here.

We attach importance to an efficient and appreciative application process. The Talent Acquisition Team will personally review your application without using artificial intelligence. From your first personal meeting with the responsible manager, you will always receive individual feedback from us. Because we are convinced: meaningful feedback is based on personal exchange.

For this position, we do not work with recruitment agencies. Unsolicited applications shall not be considered or remunerated.

Do you have any questions? Silke is at your disposal on +41 44 628 20 59.

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Zurich Insurance Company AG | Talent Acquisition Zurich Switzerland