Specialist bAV (Company Pension Plan) as Account Manager (m/f/d)

Profion; München; Vor Ort; EUR 50.000 - 70.000; Vollzeit

Zusammenfassung

A leading company in occupational pension provision is seeking an Account Manager in Munich to support English-speaking clients. The role involves advising clients, managing relationships, and contributing to digitalization projects. The ideal candidate will have relevant training, experience in bAV, and strong analytical skills.

Leistungen

Attractive fixed salary with non-commission model

Flexible working models including part-time options

30 days of vacation plus additional days off

Generous training budget

Participation in sports activities and social events

Qualifikationen

• Relevant training in insurance or economics/mathematics.
• Experience with bAV in client service or HR.
• Fluent in German and English.

Aufgaben

• Set appointments and execute tasks effectively.
• Advise and support a portfolio of international clients.
• Manage inventories and optimize data processing.

Kenntnisse

Analytical skills

Affinity for numbers

Service orientation

Ausbildung

Insurance-specific education

Studies in economics or mathematics

Tools

MS Office

SQL

VBA

Jobbeschreibung

In order to further expand our strong market position, we are looking for you as an Account Manager (m/f/d) in Munich. You will be responsible for supporting our primarily English-speaking clients in a specific form of occupational pension provision. The role requires a consulting-oriented approach and collaboration across insurers.

Your Responsibilities

1. Set appointments, propose, and execute tasks effectively.
2. Advise and support a portfolio of international clients.
3. Develop and nurture existing client relationships.
4. Manage inventories and continuously optimize data processing.
5. Perform calculations and manage data efficiently.
6. Support digitalization projects and contribute to innovative developments.

Your Profile

Personality & Skills

• Relevant training such as insurance-specific education, studies (e.g., economics, mathematics), or additional qualifications.
• Experience with bAV in client service, actuarial departments, or HR.
• Affinity for numbers, analytical skills, and precision.
• Independence, commitment, and high service orientation.
• Fluent in German and English.
• Proficient in MS Office; knowledge of database systems, SQL, and VBA is advantageous but not mandatory.

Our Offer

Wellness and Welcome

• Attractive fixed salary with a non-commission model, company pension scheme with a matching plan, including death and disability cover.
• Flexible working models including part-time options, flexible hours, and hybrid work.
• 30 days of vacation plus additional days off.
• Modern, centrally located offices.
• First-class technology and office equipment.
• Generous training budget and good development opportunities in a supportive environment.
• International client base and team.
• Modern and informal working atmosphere.
• Participation in sports activities and social events.