Specialist in Private Insurance

Zürich

Key information

Publication date:05 August 2025
Workload:100%
Place of work:Zürich

Job summary

Join the Zürcher Kantonalbank team in Zurich as an insurance consultant. This role offers a dynamic work environment with great benefits.

Tasks

Handle customer inquiries in German and French via phone and email.
Manage administrative tasks related to the insurance portfolio.
Conduct customer meetings leading to insurance contracts.

Skills

Insurance intermediary certification or equivalent is required.
Strong customer service and team-oriented mindset.
Excellent organizational skills with attention to detail.

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80% - 100% | Product and Channel Management | Zurich | Experienced Professionals

The Insurance Desk team of Zürcher Kantonalbank is an independent insurance broker. It is responsible for insurance consulting for private clients residing in Switzerland and works closely with our sales team, the cantonal banks, and our insurance partners. Furthermore, we handle the entire policy life cycle including accounting and reporting.

Does your heart beat for customer consulting and administrative tasks equally? If so, we look forward to receiving your complete application.

Your Tasks – Shape More

Responding to customer inquiries and inquiries from our sales team, the cantonal banks, and insurance partners in German and French, both in writing and by phone
Handling all administrative tasks related to the insurance portfolio
Creating and sending reports/analyses
Conducting customer conversations up to the insurance conclusion
Creating and comparing insurance offers including sending to and following up with clients
Contributing to product accounting
Participating in projects, supporting the creation of test cases and testing our insurance system
Identifying and implementing process optimizations

Your Profile – Bring More

Insurance broker VBV, insurance specialist with federal diploma or financial planner with federal diploma (one qualification required)
Completed commercial apprenticeship at a financial institution desired
At least 3 years of experience in customer contact, experience in life insurance is an advantage
Very good German skills and preferably good French skills
Flair for data and numbers
High customer, service, and team orientation
Independent, precise, and organized working style
Engaged, goal-oriented, resilient, and flexible personality

Our Offer – Get More

You will be part of a motivated team that supports each other and looks forward to working with you
Exciting tasks between customer consulting and administrative activities that bring variety to your daily routine
A centrally located workplace in the vibrant district 5 with very good transport connections
Your personal development is important to us, and we look forward to supporting you in this
Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, etc.)

Angela Glauser
looks forward to helping you.
Phone: 044 292 22 70