Sachbearbeiter berufliche Vorsorge im CRM Services
Core
Central contact for customers and external partners regarding occupational pension (BVG), providing solution-oriented advice and support throughout the contract lifecycle.
Role type
Senior Claims & Customer Service Specialist (Occupational Pension)
Builds
Contract administration and customer service for occupational pension products
Domain
Insurance (Life & Pensions)
Deliverable
client delivery
Required skills
Occupational pension expertise, contract lifecycle management, complex problem solving, cross-functional coordination, German (fluent), English (fluent)
Preferred skills
VBV certification, experience in occupational pension, further training in related topics
Responsibilities
Manage assigned BVG corporate clients directly and personally throughout the contract lifecycle; Process contract mutations (new business, takeovers, plan changes) and beneficiary mutations (entry, exit, divorce, home ownership); Support sales and distribution units (CRM, brokers, agencies) with technical questions; Coordinate with internal teams (IT, finance, legal, performance services) to ensure smooth customer processes.