Wealth Client Relationship Manager at TIAA partnering with advisors to support high - net worth clients. Managing client relationships and providing sales support in a collaborative environment.
About the role
- Account Manager managing relationships with non-life insurance partners in Switzerland. Enhancing service delivery and achieving sales targets with a cooperative work environment.
Responsibilities
- Support and assist our insurance partner in the non-life (property & casualty) area
- Accompany field sales representatives on client visits
- Organize trainings and product information sessions
- Prepare quotes
- Develop and expand relationships with business partners
- Participate in risk selection/underwriting
- Achieve sales targets
Requirements
- Completed qualification in the insurance industry with several years of experience in sales/field sales
- Federal SME Specialist Certificate (KMU Eidg. Fachausweis) in the insurance sector or an equivalent advanced qualification
- Ability to work independently, proficient in Microsoft Office, flexible, with a sales- and customer-oriented approach
- Team player
- Excellent written and spoken German; English and French skills are an advantage
- Practical experience in commercial/corporate insurance (excluding occupational pension/BVG)
Benefits
- A pleasant working environment within a cooperative-style company that has been repeatedly voted one of the best employers
- Numerous social benefits, including flexible working arrangements and various employee discounts
- A young and dynamic team
- Support for professional development and further training
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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