Customer Advisor All-Branch Insurance General Agency Luzern

80-100%

We convince with commitment, friendliness and competence.

With you, we want to advise our customers even more specifically and holistically -- and develop sustainable added value and new contracts from existing relationships.

In this role, you will actively advise, systematically recognize potential in the existing customer base and contribute measurably to the success of our agency through qualitative cross-selling and upselling.

Your tasks

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

Your profile

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

Here you can learn more about Visana from the perspective of our employees (https://www.visana.ch/de/visana/arbeitenbeivisana/einleitungunduebersicht)

Contact

Laura Sommer

HR Recruiting Partner

031 357 95 78

Cristian Sanz

General Agent

About us

We at Visana shape the future of the insurance industry -- and in doing so, put people at the center.

You want to make a difference? Then you've come to the right place!

Visana, with 922'149 private and 16'330 corporate customers, is a leading Swiss all-branch insurer based 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 now -- our team looks forward to having you too!