Customer consultant

Understand each client's situation and explain it clearly.

Review existing contracts and present alternatives with pros and cons.

Take each process to the end, including deadlines, documents and contacts with insurance companies and banks.

Register and track everything on the customer portal.

Ease of communicating with customers, by phone, in writing and in person.

Knowledge of the Swiss insurance and finance system, or a concrete desire to learn it.

German and Portuguese; other languages ​​count.

Autonomy, rigor and ability to tell the client when they don't need to change anything.