Customer Service Employee - Occupational Pension, 80-100% (m/f/d)

Zürich

Key information

Publication date:03 September 2025
Workload:80 – 100%
Place of work:Zürich

Job summary

Join Swiss Life to provide excellent customer service in finance. Enjoy a supportive work environment with flexible hours.

Tasks

Deliver outstanding service for billing and service inquiries.
Handle customer requests and provide expert advice on pensions.
Manage a portfolio of clients and maintain accurate records.

Skills

Commercial degree and knowledge in professional pensions required.
Strong communication skills in German; French and English a plus.
Ability to work independently and collaboratively in a team.

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Your area of responsibility

With your commitment, you ensure excellent service for questions about invoices, services, suggestions, and complaints – both for new and existing customers
You handle inquiries and orders from customers, pension advisors, and beneficiaries diligently. You provide competent information by phone and in writing on all topics related to occupational pensions
You take over the administration for an assigned customer portfolio including any mutations as well as accounting adjustment orders
You provide information about products and services and work closely with the sales team – you also accompany customer appointments on site together with the advisors if needed

Your strengths

You have a commercial qualification and expertise in occupational pensions – ideally complemented by further training such as the VBV certification or the federal specialist certificate in social insurance
Career changers with a commercial qualification and a flair for insurance or pension topics are also welcome
You enjoy working independently within clearly defined processes
You appreciate teamwork and actively contribute to a good working atmosphere
You approach contact with customers with joy and responsibility
Your German skills are at native level; French and English skills are an advantage

Market-oriented base salary
Bonus depending on company success and personal performance
Between 25 and 30 vacation days
Recognition of service anniversaries every five years
Flexible working hours
Mobile office
Time-out models
Flexible working models 58+
Internal training offers
Support for external education and training

About Swiss Life

With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.