Luzern
Insurance Broker Internal Sales Employee
- 06 August 2025
- 100%
- Permanent position
- Luzern
Job summary
Die Weibel Hess & Partner AG is a successful insurance broker and asset manager. Join our team for a dynamic work environment and great benefits!
Tasks
- Support and assist account managers in client care.
- Manage complex inquiries with insurance providers independently.
- Create submissions and offer comparisons for corporate clients.
Skills
- Commercial training in insurance and relevant certification required.
- Excellent German language skills in spoken and written form.
- Proficient in MS Office with a team-oriented approach.
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About the job
Weibel Hess & Partner AG (WHP) has been operating successfully as an independent insurance broker and asset manager since 1995. We provide comprehensive and impartial advice to private and corporate clients on investment, financial planning, and insurance matters. To strengthen our team, we are looking for a reliable and committed individual as
Insurance Broker Internal Sales Employee
50% - 100%
You will support and relieve our client managers in comprehensive customer care and acquisition.
Your tasks
- You support the client managers.
- Together with the experienced client managers, you look after our demanding corporate clients in the areas of property, asset, and personal insurance.
- You independently clarify complex questions with the responsible insurance companies.
- You prepare submissions and offer comparisons for our corporate clients.
- You process daily correspondence, create customer presentations, and share responsibility for policy management.
- In addition, you handle telephone and written enquiries from our clients.
Your personality
- You have a commercial basic education in the insurance sector and have obtained the professional certificate or are in training for it.
- You are willing to deepen your knowledge in other insurance sectors.
- You appreciate independent work within a team and work reliably and accurately, even in busy times.
- You maintain socially competent interactions within the team, with client managers, our customers, and our suppliers.
- You have impeccable German language skills, both spoken and written.
- You are a team player, work independently, and act in a solution- and goal-oriented manner.
- Good MS Office skills are a prerequisite.
Your prospects
After thorough induction, you can expect a varied, independent role. The position offers you great scope for action, growing competencies, and plenty of development potential.
What can you expect from us?
You will quickly be integrated into a cheerful and motivated team. There you will find modern office premises in prime central locations in Lucerne and/or Zurich with attractive working conditions such as flexible working hours, excellent social benefits, and various job-related training opportunities.
Interested?
We look forward to hearing from you!
Please send us your electronic application documents with a photo.
