Helvetia Versicherungen AG
Lugano
2 months ago
Customer Consultant (f/m/d) Insurance Lugano Area part-time/full-time 50 - 100 %
- Publication date:03 September 2025
- Workload:50 – 100%
- Place of work:Lugano
Job summary
Join Helvetia's external service team for a rewarding career! Enjoy a flexible work environment and great growth opportunities.
Tasks
- Provide tailored insurance solutions to clients with genuine commitment.
- Build sustainable relationships based on trust and excellent service.
- Actively acquire new clients through your network and marketing support.
Skills
- Experience in client consulting or sales, preferably in finance or insurance.
- Excellent communication and negotiation skills in Italian and German or French.
- Strong customer orientation and entrepreneurial spirit.
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About the job
Do you want to make your own decisions in a way that advances not only yourself but also your clients? If you have a particular inclination for sales activities, we offer you exemplary working conditions and interesting professional development opportunities at Helvetia's External Service. Flexible working hours, a fair compensation system, a wide range of tasks, and an experienced and motivated team are just some of the advantages you can expect.
Your responsibility
- Forward-looking advice and support: You accompany private and corporate clients in all insurance matters with genuine commitment, offering tailored solutions for every need. As a customer consultant, you are the point of contact in important moments.
- Building long-term relationships: Trust is at the heart of your work: you maintain and develop sustainable relationships based on your excellent service.
- Active growth: Thanks to your network of contacts, you actively contribute to acquiring new clients. Your commitment ensures a steady growth of our clientele. How do we support you? We entrust you with a client portfolio consisting of private and corporate clients.
- Marketing and sales support: With innovative ideas, you support our marketing activities, participate in fairs and events to strengthen our network.
- Always up to date: Thanks to our basic training and continuous updates, you stay abreast of industry news, ensuring excellent professional advice.
Your qualification
- Experience and skills: You have experience in customer consulting or sales, preferably in the financial or insurance sector. Ambitious candidates from other sectors ready to start a new career are also welcome.
- Communication talent: You know how to inspire and win people over. You shine with your communication and negotiation skills. You can argue convincingly and have an excellent command of Italian and German or French.
- Strong service orientation: Fieldwork is your passion, and you stand out for your high availability and customer orientation.
- Commitment and initiative: You have exceptional motivation and an entrepreneurial spirit that drives you to achieve great goals and exceed objectives.
- Regional roots: You live in the Lugano region, where you follow your clients. You have a solid local network and appreciate building and cultivating new relationships.
Contact us
Recruiting Partner
Working at Helvetia
The Helvetia team is always united and present in times of need. We are people you can count on. Who help each other. Who challenge and encourage each other. Who inspire and are inspired. This is how we build the future together. &Go!
- Experience and skills: You have experience in customer consulting or sales, preferably in the financial or insurance sector. Ambitious candidates from other sectors ready to start a new career are also welcome.
- Communication talent: You know how to inspire and win people over. You shine with your communication and negotiation skills. You can argue convincingly and have an excellent command of Italian and German or French.
- Strong service orientation: Fieldwork is your passion, and you stand out for your high availability and customer orientation.
- Commitment and initiative: You have exceptional motivation and an entrepreneurial spirit that drives you to achieve great goals and exceed objectives.
- Regional roots: You live in the Lugano region, where you follow your clients. You have a solid local network and appreciate building and cultivating new relationships.