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

Profion; München; Vor Ort; EUR 80.000 - 100.000; Vollzeit

Zusammenfassung

A leading consulting firm in Munich seeks an Account Manager to support international clients in occupational pension provision. Responsibilities include advising clients, optimizing data management, and supporting digitalization projects. Ideal candidates will have relevant training and experience in client services, analytical skills, and fluency in German and English. The role offers a flexible working environment, 30 days of vacation, and attractive compensation with a company pension scheme.

Leistungen

Yoga and fitness activities

30 days vacation

Generous training budget

Hybrid working options

Qualifikationen

• Qualified training related to insurance or economics.
• Experience in BAV and client services.
• Strong analytical skills and attention to detail.

Aufgaben

• Set appointments and provide consultancy to international clients.
• Manage client relationships and inventory data.
• Support digitalization projects.

Kenntnisse

Fluent in German and English

Affinity for numbers

Very good handling of MS Office

BAV experience

Analytical strength and accuracy

Ausbildung

Qualified training (insurance-specific training or studies)

Tools

Knowledge of database systems and SQL

VBA

Jobbeschreibung

Overview

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 (mainly English‑speaking) clients in this specific form of occupational pension provision. In doing so, you will work in a consulting‑oriented manner and across insurers.

Responsibilities

• Set appointments, propose, DO.
• Advise and support for a portfolio of international clients
• Development of existing client relationships
• Inventory management and continuous optimization of data processing
• Carrying out calculations and data management
• Support with digitalization projects and innovative further development

That’s how we work!

Profile

Skills

• Qualified training - such as insurance‑specific training or studies (e.g. economics, mathematics) or additional qualification
• BAV experience in the client service area, in the actuarial department or in HR
• Affinity for numbers, analytical strength and accuracy
• Independence, commitment and a high level of service orientation
• Fluent in German and English
• Very good handling of MS Office
• Knowledge of database systems and SQL as well as VBA an advantage, but not a must

Our Offer

• Yoga, fitness and the greatest welcome box
• Attractive fixed remuneration without commission model company pension scheme with attractive matching plan and including death and disability cover
• Differentiated working models (part-time options, very flexible working hours, hybrid working)
• 30 days vacation plus additional days off
• Attractive and centrally located offices
• First‑class technology and office equipment
• Generous training budget, good development opportunities in an appreciative environment
• International client environment and team
• Modern and informal working atmosphere
• Joint sports activities and get‑togethers on offer