Sachbearbeiter/in (m/w/d) für betriebliche Altersvorsorge (bAV)
Core
Process and advise clients on corporate pension plans (betriebliche Altersvorsorge) within the insurance industry.
Role type
entry-level insurance operations specialist (pension administration)
Builds
corporate pension solutions for clients
Domain
insurance + finance
Deliverable
client delivery
Required skills
knowledge of statutory/private/corporate pension systems, knowledge of the five implementation paths of corporate pensions, knowledge of the Corporate Pension Act (BetrAVG), knowledge of income tax law (§ 3 Nr. 63 EStG, § 40b EStG), knowledge of social security regulations, basic knowledge of labor law, financial and insurance knowledge, ability to develop individual solutions, secure handling of customer conversations, PC skills (Office), mathematical skills, attention to detail in contract review and documentation
Preferred skills
DVA qualification (Fachberater/in für betriebliche Altersversorgung), IHK qualification, very good German language skills
Technologies
Office programs
Responsibilities
handle customer inquiries regarding corporate pensions, review and document contracts, provide advice on pension solutions
Seniority
entry-level