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

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

Are you interested in occupational pensions and want to develop further in this area? Do you enjoy working in a dynamic, multilingual team and providing our customers with excellent, solution-oriented advice?

As an Occupational Pension Officer (BVG) DE/FR in CRM Services, you will strengthen the Life, Customer & Distribution Management CLP business unit at Zurich Switzerland in the area of Customer Relationship Management & Romandie, CRM Services, and make an important contribution to our shared success.

In this role, you are the central contact person for our customers and external partners regarding occupational pensions. You advise and support them on all questions related to occupational pensions 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 level of service quality.

What to expect

• You personally and directly manage the BVG major clients assigned to you in the collective foundation business - comprehensively throughout the entire contract lifecycle.
• You process contract changes (new business, takeovers, plan changes, etc.) as well as changes to 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 group life department as well as other internal areas such as IT, financial accounting, claims service, and legal service to ensure smooth processes for our customers.

What distinguishes you

• Successfully completed training in the insurance industry (VBV certification advantageous) or relevant professional experience supplemented by further training in occupational pensions or related topics (advantageous).
• Strong customer orientation and the ability to explain complex matters clearly and present solutions.
• Strong implementation skills and the ability to drive projects efficiently and purposefully.
• Team player and enjoyment in collaborating with various stakeholders.
• Very good French skills and confident German; good English skills are advantageous; additional language skills are a plus.

Good to know

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

Work location: Oerlikon, Zurich

Start date: immediately or by arrangement

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

Hybrid working: up to 40%

All about your application

You can apply directly online in a first step - you only need your CV for this. 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.