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Zurich Insurance

Global insurer providing property, casualty, life

Sachbearbeiter berufliche Vorsorge - Bvg, Im CRM Services, m/w/d

Insurance Sales & AgencyUpdated on Nov 14
Full-timeZürich, SwitzerlandNo salary listed

About the Job

Requirements

  • Successfully completed vocational training in the insurance industry, or relevant professional experience supplemented by further education in occupational pensions or related topics.
  • Strong customer orientation and the ability to explain complex matters clearly and present solutions.
  • Strong execution skills and the ability to advance projects efficiently and purposefully.
  • Ability to work in a team and collaborate with different stakeholder groups.
  • Very good spoken and written German and English.

Responsibilities

  • Serve as the direct, personal contact for assigned occupational-pension collective-foundation corporate clients throughout the contract lifecycle.
  • Process contract changes, including new business, transfers, and plan changes, as well as changes affecting beneficiaries, including joining, leaving, divorce, and home ownership.
  • Actively support sales and distribution units, including Customer Relationship Managers, brokers, and agencies, with specialist questions.
  • Coordinate with other teams in group life and internal departments including IT, financial accounting, benefits services, and legal services to ensure smooth customer processes.
  • Advise and support customers and external partners on occupational-pension matters and explain complex topics clearly.

Desired Qualifications

  • VBV certification is advantageous.
  • Further education in occupational pensions or related topics is advantageous.

About the Company

Zurich Insurance

Global insurer providing property, casualty, life

Zurich Insurance Group provides global multi-line insurance for individuals, families, small and mid-sized businesses, public entities, and multinational corporations in more than 200 countries. Its Property & Casualty arm covers personal lines like car and home, plus a wide range of commercial coverages (property, casualty, motor fleet, marine, construction, energy, financial lines, international programs); its Life business offers protection, savings, retirement, and unit-linked products. The Farmers Group manages Farmers Exchanges in the United States. The company also provides risk engineering and prevention services to help customers reduce risk and build climate resilience, with products sold through agents, brokers, bank partners, and direct channels. Its goal is to provide financial protection and risk management solutions that help customers manage uncertainty and build resilience over the long term.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1872

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