Zürich
Customer Advisor / All-Industry Insurance General Agency Zurich
- 23 October 2026
- 80 – 100%
- Permanent position
- German (Fluent)
About the job
80-100%
We convince with commitment, friendliness and competence. With you, we want to advise our customers even more purposefully and holistically - and develop sustainable added value and new contracts from existing relationships. In this role, you actively advise, systematically identify potential in the portfolio and contribute measurably to the success of our agency through qualitative cross- and upselling.
Your tasks
- You work in the sales back office in our General Agency Zurich
- You are the first and competent contact person for our customers on the phone and at reception
- You conduct telephone and personal consultations and specifically identify advisory and closing opportunities in the portfolio
- You create tailor-made offers, adjust insurance coverages according to needs and update customer data
- You actively strengthen and expand existing customer relationships, identify cross- and upselling potentials and convince new customers with your open manner
- You answer incoming written customer enquiries independently, efficiently and with quality awareness according to Visana's guidelines
Your profile
- You have a commercial education and experience in customer contact or sales
- You enjoy advising customers holistically, solution-oriented and reliably
- Ideally, you have a VBV certification
- You communicate clearly, friendly and convincingly - even in demanding conversation situations
- Your German skills are very good; any additional language is a plus
- You work structured, reliably and result-oriented and are confident in using common Office programmes
Find out more about Visana from the perspective of our employees here
Contact
Melanie Ruchti
HR Recruiting Partner
031 357 96 55
Ramadan Djeladini
Sales Manager
043 311 29 08
About us
At Visana, we shape the future of insurance - putting people at the centre. Do you want to make a difference? Then you are right with us! Visana is a leading Swiss all-industry insurer with 922,149 private and 16,330 corporate customers, headquartered in Bern. We accompany our customers in the most diverse life situations - from health and provision to housing and mobility, as well as individual solutions for companies. Take the next step in your career now - our team looks forward to you!