Specialist Customer Service Pension Fund / BVG 80–100%
- Employment type
- Part-time
- Location
- Birr
- First posted
Specialist (m/w/d) Customer Service Pension Fund / BVG 80–100%
The FUTURA Vorsorge in Lupfig (AG) looks after around 1’700 small and medium-sized companies with approximately 37’000 insured persons and, with a balance sheet total of around 6 billion, is one of the larger collective and joint foundations in Switzerland. For over 65 years, we have been offering high-quality, tailored pension solutions as an independent pension foundation. The trust and satisfaction of our insured persons and customers are at the center of our actions.
Due to the retirement of a long-standing team member, we are strengthening our customer service immediately or by arrangement with a committed personality as
Specialist (m/w/d) Customer Service Pension Fund / BVG 80–100%
Your impact with us
In your new role, you will independently manage your own diverse customer and broker portfolio. You will be the point of contact for insured persons, customers, and brokers - uncomplicated, solution-oriented, and at eye level.
Your specific tasks
Advising customers, insured persons, and brokers (by phone and in writing)
Processing simple and complex business cases such as:
Entries, exits, retirements, WEF, purchases, divorces, IV cases (in cooperation with our reinsurance)
Creating offers for plan adjustments and in tenders
Helping to shape our digital processes
Exchanging with internal interfaces (consulting, asset management, etc.)
Collaborating on exciting projects for the further development of our products
Why this job is exciting
With us, you don't have a classic clerk job
Many processes run automatically = you have more time for specialist topics
We maintain an active exchange with our customers
You bring in your ideas and actively help shape them
Varied tasks instead of routine
What sets you apart
Professional profile
First to several years of professional experience with a pension fund / collective foundation in a comparable function.
Further training in the field of social insurance or occupational pension provision at the level of a specialist certificate or on the way to it
German as mother tongue, good knowledge of Austrian German is a plus
Good IT user skills and enjoyment of digitized processes
Your personality
You are polite, open, and humorous
Your way of working is independent, reliable, structured, and service-oriented
You like to approach customers proactively and enjoy phone and written contact
You appreciate working in a manageable team where you support each other and also laugh together.
Your benefits - what we offer you
In addition to our great team, a appreciative company culture, and our modern company building, you can expect the following from FUTURA Vorsorge, among other things:
Modern, digital working environment
Flexible working time model and home office option
Attractive holiday regulations, including the possibility of buying additional holidays
Above-average pension fund benefits
Individual support on and off the job - we support you in specialist further training
Flat hierarchies, short decision-making paths, and a lot of personal responsibility
Independent, varied area of responsibility
You culture
Modern, ergonomic workplace
Regular team events and occasions
You won't find any large offices with us. We place great value on teamwork, where joint laughter is also important. That's why it's important to us that your personality fits in with us and the existing team.
We look forward to getting to know you! While we're collecting a few sunbeams during the summer holidays, your application can already check in with us. We'll then conduct the first interviews with full energy in August.
Ready for the next step?
Then apply now with Albiker, Head of HR.
We look forward to getting to know you! While we're tanking up on sun during the summer holidays, your application can already check in with us. Starting in August, we'll start the first interviews with fresh energy! jpid3d11399jm jit0727jm jiy26jm
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Posted 6 weeks ago