Customer Advisor All-Branch Insurance Agency Wohlen

Your tasks

• You work in sales back office in our agency Aarau
• You are the first and competent contact person for our customers on the phone and at the reception
• You conduct telephone and personal consultations and specifically recognize advisory and closing opportunities within the existing customer base
• You create tailor-made offers, adapt insurance coverage according to needs, and mutate customer data
• You actively strengthen and expand existing customer relationships, identify cross-selling and upselling potentials, and convince new customers with your open manner
• You answer incoming written customer inquiries independently, efficiently, and with quality awareness according to the specifications of Visana

Your profile

• You have a commercial vocational training and experience in customer contact or sales
• You enjoy advising customers holistically, solution-oriented, and bindingly
• Ideally, you have a VBV certification
• You communicate clearly, friendly, and convincingly - even in demanding conversation situations
• Your German skills are very good; any additional language is a plus
• You work in a structured, reliable, and result-oriented manner and are confident in using the common Office programs

We at Visana shape the future of healthcare - with passion and innovation.

Do you want to make a difference? Then you have come to the right place!

Visana, with 922'000 private and 16'300 corporate customers, is a leading Swiss all-branch insurer headquartered in Bern. We accompany our customers in the most diverse life situations - from health and prevention to housing and mobility to individual solutions for companies.

Take the next career step - our team looks forward to meeting you!