Disability Assessor, 80-100% (m/f/d)
Swiss Life AG
Zürich
Key information
- Publication date:27 June 2025
- Workload:80 – 100%
- Place of work:Zürich
Job summary
Join Swiss Life in a dynamic role assessing disability benefits. Enjoy a supportive work environment with flexible hours and growth opportunities.
Tasks
- Evaluate disability claims based on client and medical documentation.
- Prepare financial statements for benefits and pensions.
- Assess reintegration options for disabled individuals and manage cases.
Skills
- Commercial training or equivalent, preferably with experience in the second pillar.
- Strong communication and organizational skills are essential.
- Proficient in German; Italian is a plus.
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Your area of responsibility
- The assessment of disability (degree, timing, and duration of disability benefits) based on the requested documents from corporate clients, doctors, and insurance companies (such as IV, UVG, MV, KTG) is one of your main tasks
- Additionally, you create disability benefit statements for due contribution exemptions, disability pensions, and child disability pensions, taking into account any benefits from daily allowance insurers or other eligible replacement income
- You assess and evaluate the reintegration possibilities of disabled individuals and also handle all business transactions related to disability cases within an assigned client base
- You process orders from clients, brokers, lawyers, insured persons, corporate consultants, and the field service, providing written and/or telephone information
- The management of your own portfolio with high personal responsibility is also part of your responsibilities
Your strengths
- You have completed a commercial basic education or an equivalent qualification
- You preferably already have some professional experience in the area of the 2nd pillar (ideally in the area of benefits)
- You are a proactive, resilient, and communicative personality with a high sense of responsibility and networking ability
- Your independent, precise, and service-oriented working style distinguishes you
- Your good German language skills in spoken and written form complete your profile; additional Italian language 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 offerings
- Support for external training and further education
About Swiss Life
With our individual pension and financial consulting, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives in a financially self-determined manner.
