Life Insurance Administrator

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title: Life Insurance Administrator (M/F)
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Life Insurance Administrator (M/F)
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Introduction

ACG Partner SA is an independent brokerage firm based in Givisiez, active throughout French-speaking Switzerland. About twenty employees defend the interests of their clients, companies, and individuals, with insurers.

Our Life Insurance department is a small, cohesive team. It manages a portfolio of SMEs from very diverse business sectors, with broad and stimulating issues. To strengthen it, we are looking for a curious person who loves to understand and find solutions.

Responsibilities

You will take over and autonomously manage an existing client portfolio, mainly SMEs as well as individuals, in the branches of sickness loss of earnings, UVG and supplementary UVG. You will also intervene in BVG and 3rd pillar.

• Technical and administrative management of contracts: adaptations, salary declarations, premium statements
• Tenders, analyses, and comparisons with insurers
• Monitoring and coordination of claims with our partners
• Close collaboration with the advisors responsible for the clients and with other departments
• Direct contact with a portion of the clients, to answer their questions and identify their needs
• Participation in the improvement of our processes and our digital tools

The pace follows the year: more intense periods of tenders and renewals, and very diverse questions on a daily basis.

Qualifications

Indispensable

• AFA certification as an insurance intermediary
• Proven experience in managing life insurance files, at an insurer or a broker
• Good basics in all branches (sickness loss of earnings, UVG, UVG-C, BVG and 3rd pillar), with expertise in at least one of them
• Excellent command of French, both spoken and written

A plus

• Federal diploma of insurance specialist or equivalent training
• Knowledge of other languages

Are you more comfortable in certain branches than in others? If you have good basics and the desire to learn, we will support you in progressing.

And above all, you are curious

• When a client speaks to you, you spot what deserves to be looked into.
• You like searching for solutions, and you do not hesitate to ask your colleagues when you do not have the answer.
• You appreciate digital tools and want to evolve our ways of working.
• Rigorous and autonomous, you also like teamwork..

What we offer

A varied position, at the crossroads of clients, advisors, and insurers

An existing portfolio to take over and a fixed salary: your role is management, not prospecting

• A human-sized team, in a shared office where we exchange information on files every day
• Personalized support and internal training on the branches to be deepened
• A company of about thirty people, agile, where good ideas are listened to and implemented
• A mixed team, with varied training backgrounds
• Flexibility in your hours
• Coverage of your AFA recertifications

Parking spaces available in front of the office

Application information

Interested in this opportunity? We invite you to consult the available information regarding the application process and to transmit the requested elements according to the communicated instructions. Applications will be treated with the utmost confidentiality.

ACG Partner SA

• ACG Partner SA

Rte des Fluides 5
1762 Givisiez

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