Financieel Adviseur Acquisitie supporting clients in obtaining mortgages and financial solutions. Collaborates with stakeholders and helps develop sustainable housing market initiatives.
About the role
- Conseiller/Conseillère aux Courtiers Entreprises involved in developing broker networks and providing technical support. Working with various stakeholders in the insurance domain while promoting company solutions.
Responsibilities
- Develop and manage a network of brokers
- Manage and grow an assigned portfolio of brokers
- Represent La Vaudoise with professional partners and at brokerage events
- Promote our corporate insurance solutions to brokers
- Respond to requests for proposals (RFPs) for a primarily corporate client base
- Analyze complex files and propose differentiated solutions
- Support broker advisors on complex cases and participate in client or broker visits
- Contribute to the development of new ideas, concepts or commercial initiatives
- Plan, organize and deliver trainings for brokers
- Design and distribute product presentation materials
- Support the organization of our Broker Info Days
- Participate in drafting communications and executing events (webinars, workshops, Broker’s Program)
- Contribute to the Broker News and promotional activities
- Prepare and analyze dashboards to monitor performance of the corporate lines
- Propose corrective measures if necessary and define key performance indicators
- Collaborate with management units, underwriters and the Brokerage division
- Take part in cross‑functional projects (e.g., continuous improvement, lean management, etc.)
Requirements
- Several years of experience in the insurance sector (external sales, brokerage, corporate lines or a similar role)
- Certified insurance specialist (federal certificate, federal diploma or equivalent)
- AFA certification and/or FINMA registration is an asset
- Excellent knowledge of corporate insurance and the Romandy market
- Proactive, autonomous and highly responsible
- Work with rigour and be comfortable with planning and analysis
- Very sociable; naturally at ease with partners, clients and internal teams
- Able to communicate clearly and logically, both in writing and verbally in French; knowledge of other national languages is a significant asset
- Enjoy working in a team and able to share knowledge
- Strong client- and solution-orientation, solid negotiation skills and a team spirit
Benefits
- A healthy working environment in a mutual insurance company certified "Best Employer"
- Multiple social benefits, including flexible work arrangements and employee discounts, among others
- Support for professional development and training
- Work within a dynamic and passionate team
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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