Description

About us

Specialising in the fields of pension, insurance and finance, we support our clients in optimising their financial and asset situation through personalised solutions and quality support.

As part of our development, we are looking for a Commercial & Administrative Coordinator to strengthen our organisation and ensure rigorous follow-up of our clients, partners and files.

Your mission

A true operational pillar of our structure, you will be responsible for the administrative, commercial and organisational follow-up of our daily activities.

At the heart of the activity, you will ensure coordination between prospects, clients, partners and advisers to guarantee a quality client experience as well as impeccable file follow-up.

Your responsibilities

• Contact new prospects and incoming clients
• Ensure telephone follow-ups and track ongoing opportunities
• Organise and schedule advisers’ appointments
• Follow up on client and partner requests
• Manage exchanges with insurance companies and external partners
• Update and monitor CRM tools
• Control and track administrative files
• Ensure follow-up of commissions and payments
• Prepare and transmit necessary documents to various stakeholders
• Ensure compliance with internal procedures and deadlines
• Participate in the continuous improvement of administrative and operational processes

Profile sought

• Excellent interpersonal and telephone skills
• Excellent command of French, both spoken and written
• Organisational skills and administrative rigour
• Ability to manage several files simultaneously
• Autonomy, responsiveness and sense of priorities
• Good command of IT tools and CRMs
• Service orientation and client focus

Essential requirement

A good knowledge of the Swiss pension, insurance or finance market is essential.

Experience in insurance brokerage, pension, financial services or a similar role will be a major asset.

What we offer

• A key role within a growing company
• A central role in the organisation and development of activities
• Flexible collaboration
• Great autonomy in carrying out tasks
• A dynamic and stimulating entrepreneurial environment
• Flexible and attractive remuneration, adapted to experience, skills and mode of collaboration
• Real prospects for advancement for high-performing and committed profiles

If you wish to join an ambitious structure and actively contribute to its development, we look forward to receiving your application accompanied by your CV and a brief presentation of your background.