Customer Service Employee - Occupational Pension 80-100% (m/f/d)
Swiss Life AG
Zürich
Key information
- Publication date:17 September 2025
- Workload:80 – 100%
- Place of work:Zürich
Job summary
Join Swiss Life to support clients in financial planning. Enjoy a dynamic work environment with great benefits.
Tasks
- Handle inquiries regarding invoices, services, and customer feedback.
- Process requests and orders from clients and brokers efficiently.
- Manage assigned client portfolios, including accounting adjustments.
Skills
- Commercial training and knowledge of occupational pensions required.
- Ability to work independently within defined processes.
- Strong teamwork and customer relations skills.
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Your area of responsibility
- You answer questions about invoices, services, suggestions, and complaints – from both new and existing customers
- You reliably process inquiries and orders from customers, recipients, and brokers
- You provide telephone and written information on all topics related to occupational pensions
- You are responsible for managing an assigned customer portfolio, including mutations and accounting adjustment orders
- If necessary, you accompany customer appointments on site together with the broker
Your strengths
- You have commercial training and expertise in occupational pensions – ideally complemented by further training, such as VBV certification or the federal specialist certificate in social insurance
- Independent work within clearly defined processes is a matter of course for you
- You appreciate teamwork and actively contribute
- You approach contact with customers with joy, professionalism, and a sense of responsibility
- You have native-level German skills
- 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.
