Helvetia professional fields

At home in the world of numbers. Your scientific training enables you to look at insurance from a mathematical point of view. Using appropriate procedures, you estimate expected claims expenditure and prepare suitable tariff proposals.

Your advice can be relied upon. You prepare quotations, policies and calculations. You specify acceptance conditions and correctly assess large and special risks. In addition to risk assessment, your tasks also include providing brokers and customers with expert advice.

You can see the bigger picture. Your area of work covers legal issues that are not directly related to insurance products. When you are not dealing with licence agreements, labour and property law, you are taking important decisions on benefits and claims.

You think ahead. You assume the maintenance and ongoing development of insurance products. In addition to theory, you also concern yourself with practice: you prepare test cases and conduct system, follow-up and acceptance tests. During the subsequent acceptance and roll-out, you enjoy our fullest confidence and can put your visions into practice.

Keeping an eye on everything. You are in your element whether analysing key operational and financial figures, interpreting financial statements or reporting on the business trend. Your role in helping prepare projections for budgets and forecasts makes an important contribution to the success of the company.

Sie machen es möglich. Sie betreuen ein definiertes Vertrags-Portefeuille und leben richtig auf, wenn Sie Anfragen bearbeiten sowie Korrespondenz, Mutationen, Berechnungen und Auszahlungen erledigen können. Aus Ihrem telefonischen, schriftlichen und persönlichen Kontakt mit Kunden und Partnern entstehen vertrauensvolle Geschäftsbeziehungen.

Sie kennen sich aus. Als erste telefonische Anlaufstelle führen Sie Verkaufsgespräche und beraten zu Produkten aus nahezu allen Versicherungsbereichen. Ihre Bemühungen im Cross- und Up-Selling sorgen dafür, dass sich die Kunden rundum gut versichert und betreut fühlen.