Clerk Occupational Pension Scheme (BVG) DE/FR in CRM Services (m/f/d)

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

Are you interested in occupational pension schemes 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 Clerk Occupational Pension Scheme (BVG) DE/FR in CRM Services, you will strengthen the Life, Customer & Distribution Management CLP business unit in the area of Customer Relationship Management & Romandie, CRM Services at Zurich Schweiz and make an important contribution to our mutual success.

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

What awaits you

• You directly and personally look after the BVG large customers assigned to you in the collective foundation business - comprehensively throughout the entire lifecycle of the contract.
• You process contract mutations (new business, takeovers, plan changes, etc.) as well as mutations of beneficiaries (entry, exit, divorce, home ownership, etc.).
• You actively support sales and distribution units such as Customer Relationship Managers, brokers and agencies with technical questions.
• You coordinate with other teams in the Collective Life specialist department as well as other internal areas such as IT, financial accounting, benefits service and legal service, so that processes function smoothly for our customers.

What distinguishes you

• Successfully completed training in the insurance industry (VBV certification an advantage) or relevant professional experience supplemented by further training in the field of occupational pension schemes or in related topics (an advantage).
• Strong customer orientation and the ability to explain complex issues understandably and present solutions
• Strong implementation capability and the ability to drive projects forward efficiently and purposefully
• Teamwork skills and enjoyment of collaborating with various stakeholders
• Very good French skills and stylistically proficient German; good English skills are an advantage, further language skills are an advantage

Good to know

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

Work location: Oerlikon, Zürich

Start date: immediately or by arrangement

Travel activity: no regular travel activity; occasional participation in 3-4 events per year

Hybrid working: up to 40%

Everything regarding your application

In a first step, you can apply to us directly online - for this you only need your CV. Further information about the application process can be found here.

We value an efficient and appreciative application process. The Talent Acquisition Team reviews your application personally, without the use of 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.

We do not work with recruitment agencies for this position. Unsolicited applications will neither be considered nor remunerated.

Do you have any questions? Silke is happy to assist you at +41 44 628 20 59.