Beschreibung

In this role, you will manage relationships with mid-market clients, ensuring their satisfaction while driving growth. Your day-to-day responsibilities will involve negotiating policy renewals, developing account plans, and collaborating with internal teams to deliver exceptional service.

Anforderungen

• •Swiss commercial degree or equivalent
• •AFA Insurance Intermediary Certificate (Non-Life module)
• •2-4 years of experience in Account Management of Sales within financial services, insurance, or a related field
• •Good understanding of Swiss market dynamics and customer expectations
• •Proven track record in managing client portfolios and negotiating contracts
• •Detail-oriented and precise working
• •Good understanding of complex IT systems (local and group ERP, Microsoft 365)
• •Ability to deliver high-quality services with tight deadlines
• •Result-oriented and self-motivating
• •Strong organizational, planning and analytical skills

Aufgaben

• •Manage a portfolio of mid-market clients in French-speaking Switzerland
• •Ensure client satisfaction and drive growth
• •Lead policy renewal negotiations with clients and brokers
• •Secure optimal terms and foster long-term partnerships
• •Develop and execute account plans for upselling and cross-selling
• •Maintain strong relationships with clients and brokers through regular visits
• •Provide strategic advisory support on technical and contractual matters
• •Prepare and deliver documentation for client meetings and ad-hoc reports
• •Manage contract documentation with accuracy and compliance
• •Oversee data input processes
• •Collaborate with internal teams to resolve complex issues
• •Ensure operational excellence and compliance in administrative processes

Tools & Technologien

Benefits