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Team and Site Manager Customer Service BVG (80 - 100%)

VALITAS AG

Employment type
Full-time
Workload
100%
Location
Bern
Company
VALITAS AG, 3007 Bern
First posted
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Your responsibility:

  • Personnel and technical leadership of around 10 employees
  • Responsibility for the support and administration of the assigned mandates and customers in all administrative areas of occupational pension schemes with a focus on active members and retirees
  • Operational cooperation in customer support
  • Ensuring customer service (accessibility, rapid case processing, correct case handling, complaint management, etc.), involving external specialists if necessary
  • Carrying out controls including reporting of business cases and pending items
  • Communication with insured persons, HR managers, members of pension committees, brokers, authorities, and internal departments
  • Calculation, management, and mutation of insured benefits, contributions, and interest data
  • Simulation calculations for mutations, buy-ins, WEF, divorces, and early retirements
  • Clarification and processing of the distribution of free funds
  • Processing and control of new connections and transfers of existing business
  • Responsibility for the year-end processing within customer service (organization, coordination, and implementation)
  • Collaboration and leadership of smaller projects (introduction of wage interfaces at customers)
  • Participation in process optimizations
  • Special tasks in consultation with the Head of Customer Service and the managing directors of the foundations

Your special tasks:

  • Site management of the office in Bern
  • Organizational and administrative responsibility in Bern in close cooperation and coordination with the headquarters in Zug

Your profile:

  • Experience in a comparable function
  • Completed commercial training and further training as a specialist in occupational pension schemes with a federal diploma (eidg. Fachausweis) or as a federal diploma PK manager (eidg. dipl. PK-Leiter*in)
  • Leadership experience and enjoyment of leadership
  • Knowledge of the BVG administration application SP6 is an advantage
  • Very good MS Office user knowledge
  • High service and customer orientation
  • High level of independence and flexibility
  • Reliable and responsible way of working
  • Very good German skills, other languages an advantage
  • Good reputation, discretion, and loyalty

What awaits you:

  • a motivated team in a dynamic company with flat hierarchies and short decision-making paths

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