Clerk in Application Processing (D/I) 100%

About the job

SVAG Schweizer Vermögensberatung AG is a subsidiary of the owner-managed Deutsche Vermögensberatung, the largest and most significant financial distribution company in Germany. In Switzerland, we are an agile and dynamic back-office team.

Our main task is to professionally support our financial advisors throughout Switzerland.

To strengthen our team, we are looking for a committed individual with a precise and reliable working style to start immediately or by arrangement.

Your tasks:

• Timely recording, checking and processing of insurance and investment fund applications according to defined standards and compliance with the required quality specifications.
• Ensuring high-quality and correct handling of all application and follow-up processes in the all-finance sector.
• Conducting and documenting quality calls with clients according to internal guidelines
• Providing telephone and written information on general questions and concerns regarding the contracts area
• Contact and collaboration with financial advisors, internal specialist departments and product partners

Your profile:

• Completed commercial vocational training or a comparable further education with a commercial background
• Confident German as well as very good Italian skills in spoken and written form; French skills are desirable
• Initial practical professional experience, preferably in the insurance industry
• Certification as a VBV insurance intermediary or the willingness and motivation to obtain this qualification with us
• Very good MS Office user skills
• Strong communication skills, team spirit as well as a pronounced customer orientation and resilience

Your perspective:

• Modern and bright office premises
• Possibility for home office within the framework of our company regulations
• Interesting and varied activity
• Collegial working environment in a motivated and service-oriented team
• Progressive employment conditions

Have we aroused your interest? We look forward to receiving your complete application in electronic form.

We look forward to meeting you!